The AI that maps who is wealthy, who they know, and when money moves - turning a financial advisor's oldest question, "who do I call next?", into a searchable answer.
For decades, a financial advisor building a book of business worked from lists: a stack of names, a phone, and a hope that one in a hundred calls landed. Aidentified was founded in 2017 on a simple observation about that grind - the best prospect is rarely a stranger. It is usually someone an existing client already knows.
The company builds software that turns that instinct into data. Its platform combines profiles on more than 210 million consumers and 100 million U.S. professionals with a relationship graph covering 16 billion first-degree and roughly 800 billion second-degree connections. Layered on top is wealth data - household net worth, property, equity positions - and real-time monitoring of the life events that tend to loosen a wallet.
The result is a search box built for one job. An advisor can look for people in a given city, above a certain wealth band, who just sold a business or changed jobs, and then see which of their current clients could make a warm introduction. What was once a cold call becomes a referral that hasn't happened yet.
A wealth-management trade publication once called the approach "prospecting's holy grail." That is the industry's language, not the company's - but it captures why financial firms, from independent RIAs to large institutions, have adopted the tool.
Wealth-data tools already tell you who is rich. Contact databases tell you how to reach them. Neither tells you when to reach out or who can vouch for you. Aidentified's bet is that the value lives in joining all three - wealth, timing and relationships - into a single layer, rather than selling any one of them alone.
"Our platform's rich dataset enables anyone to spend their prospecting time more strategically."
- Tom Rauker, President & Co-CEO, AidentifiedSearch 300M+ profiles by wealth segment, income, location, interests and life events - then visualize your path to any prospect through people you already know.
The mapping engine behind it all: 16 billion first-degree and 800 billion second-degree connections used to surface warm-introduction routes.
Layer wealth data, household context and financial-event alerts onto records already sitting in Salesforce, HubSpot, Redtail, Wealthbox or Lofty.
Track 16 event types - liquidity events, job changes, home purchases and more - so you reach people at the moment they are most likely to engage.
Programmatic access and bulk pipelines that feed identity, wealth and relationship data straight into enterprise systems.
Advisors, wealth managers, insurers, investment bankers and nonprofit fundraisers - the filters and events are designed around how they actually prospect.
Bar lengths are illustrative, on a compressed scale for readability. Figures per company disclosures, 2024.
The prospecting market is crowded. Wealth-X, WealthEngine and Relationship Science map affluence and connections; ZoomInfo and LinkedIn Sales Navigator supply broad B2B contact data; newer players like Catchlight and WealthFeed chase the same advisors. Aidentified's positioning is narrower and, it argues, deeper: it is built specifically for financial advisors, and it fuses wealth screening, real-time life-event triggers and relationship mapping in one workflow instead of shipping any single slice.
Most sales tools tell you who to call. Aidentified aims to tell you who to call, why now, and who can introduce you - the difference between a spreadsheet and a strategy.
"The combined service will dramatically accelerate prospecting and business development efforts for advisors."
- Greg King, Head of Wealth Management, FactSetAidentified sells B2B SaaS subscriptions, tiered from an individual Starter plan up to enterprise deployments, and complements them with API access and data-as-a-service licensing for institutions that want the raw pipelines. It also meets customers inside their CRMs, distributing through marketplaces like the Salesforce AppExchange.
That places it in WealthTech - the slice of fintech serving the advisory industry - where data, relationships and compliance intersect. Its estimated annual revenue is around $7.4 million, modest against the scale of its dataset, which is part of why FactSet's investment reads as much as a distribution bet as a financial one.
Co-founders and brothers Tom Aley and Darr Aley had already built and exited data-analytics companies before starting Aidentified. The leadership bench leans heavily on data veterans - including alumni of Dun & Bradstreet - across product, engineering, legal/privacy and revenue.
That background shows in the company's obsession with joining datasets rather than simply collecting them, and in a privacy function led at the C-level given the sensitivity of wealth data.
Brothers Tom and Darr Aley launch the company to bring AI-driven wealth and relationship intelligence to financial-services prospecting.
The platform begins enriching Salesforce, HubSpot and advisor CRMs with wealth and household data.
Real-time tracking of 16 life-event types lets advisors reach prospects at moments of highest intent.
FactSet leads the round and moves to integrate Aidentified's intelligence into its wealth-management platform, bringing total funding to roughly $22.5M.
Aidentified wins a SIIA CODiE Award and lands on the WealthTech100 list as its graph passes 16 billion first-degree connections.
It's an AI platform that identifies high-net-worth prospects, tracks their wealth and life events, and maps the relationships that can lead to a warm introduction - primarily for financial advisors and wealth managers.
Financial advisors, wealth managers, RIAs, insurance producers, investment bankers and nonprofit fundraising teams, from individual users up to large financial institutions.
Profiles on 210M+ consumers and 100M+ U.S. professionals, plus a graph of 16 billion first-degree and roughly 800 billion second-degree relationship connections.
Financial-data company FactSet led a $12.5M Series B in June 2024, bringing total funding to roughly $22.5M.
It's built specifically for financial advisors, combining wealth screening, real-time life-event monitoring and relationship mapping in a single tool rather than selling generic contact data.