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Aidentified logoA
Wealth Utilities

Aidentified

Unlock HNW prospects with AI-powered sales intelligence.

"Aidentified is a sales intelligence platform designed to help financial advisors identify and connect with high-net-worth prospects. It leverages AI and data analytics to provide insights into potential clients' professional backgrounds, connections, and wealth indicators, enabling targeted outreach and business development strategies."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #363 in Wealth Utilities
Validated Adoption
6 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

HNW prospect identification
Relationship mapping and analysis
Real-time trigger event alerts
AI-driven prospect scoring
Contact information enrichment

Primary Use Cases

Identifying new high-net-worth clients
Expanding network within existing client base
Targeting specific industries or executive roles

Agentic Intelligence Briefing

"Aidentified uses AI to identify and qualify high-net-worth prospects for financial advisors, providing relationship intelligence and real-time data."

Real-time Forensic Synthesis

Competitive Strengths

Powerful prospecting capabilities
Identifies relationships and connections
Comprehensive data on prospects

Adoption Hazards

Potentially high cost for solo advisors
Reliance on data accuracy
May require training to maximize effectiveness

Stack Compatibility Profile

How Aidentified integrates into institutional RIA stacks.

6 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
ROL
100%
Stack Correlation
Elements Financial Planning
83%
Stack Correlation
NDEX
83%
Stack Correlation
MCO
83%
Stack Correlation
Nitrogen Wealth
83%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs and wealth management firms focused on HNW client acquisition.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1LinkedIn Sales Navigator
2ZoomInfo
3ProspectIQ

Value Proposition

"Aidentified empowers RIAs to strategically target and connect with high-potential clients through data-driven prospecting."

Vendor Dossier

Aidentified logoA
Aidentified
aidentified.com
Corporate Portal

Audit Your RIA Stack

See how Aidentified fits into your overall tech efficiency score.

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