wealth-signals
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Tom Aley
Tom Aley is the co-CEO and co-founder of Aidentified, a Concord, Massachusetts wealth-network-intelligence platform that stitches together roughly 275 million consumer and 75 million professional US profiles so financial advisors can see who they already know who happens to be worth a lot of money. He runs the company with his twin brother Darr Aley, and it is not their first exit together: they built Generate (acquired by Dow Jones/News Corp in 2008) and backed NetProspex (acquired by Dun & Bradstreet). Before founding companies he was a corporate venture investor for Reed Elsevier's $8 billion media arm, an SVP at Dow Jones, and a board member on eleven companies. In June 2024, FactSet made a strategic $12.5 million Series B investment in the company.
Cashmere
Cashmere is a Los Angeles-based AI company building a data layer for financial services. It started as an AI-powered client-acquisition platform that helps wealth management firms spot high-net-worth prospects at the moment they experience a wealth-triggering life event - an inheritance, a business sale, a liquidity event - and then matches those prospects with the best-fit advisor and automates personalized outreach. The product has since expanded into resolving fragmented customer records across disconnected banking systems into a single, continuously updated 'golden profile' enriched with internal and external signals. Founded by Farbod Nowzad and Eshan Govil, Cashmere raised a $3.6M seed round led by Canapi Ventures in September 2024 and counts RIAs, banks and wirehouses among its customers.