Aidentified utilizes AI-driven algorithms to identify wealth events among executives and provides real-time insights through its M2 Platform. This enables financial services professionals to efficiently target and connect with high-value prospects, enhancing their lead generation and relationship-building efforts.
Funding
$32.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial service professionals often struggle with inefficient prospecting methods, relying on cold calls and generic outreach that yield low conversion rates. Identifying and connecting with high-value prospects at the right time, particularly those experiencing wealth events, is a time-consuming and resource-intensive process.
Solution
Aidentified offers an AI-powered prospecting platform that enables financial service professionals to identify, qualify, and connect with high-value prospects more efficiently. The platform leverages AI algorithms to analyze professional and personal data, uncovering wealth events and providing real-time insights. By mapping relationship paths and delivering daily alerts on prospect activities, Aidentified helps users build warmer connections and tailor their outreach for optimal timing and relevance. The Sidecar Chrome plugin extends these capabilities, providing insights and contact information directly within any website.
Target Audience
The primary target audience consists of financial advisors, wealth managers, insurance agents, and other financial service professionals seeking to improve their prospecting efficiency and connect with high-net-worth individuals.
Features
- AI-driven algorithms identify prospects based on over 200 attributes, including income, wealth, career history, real estate holdings, and personal interests.
- Relationship mapping identifies the warmest introduction paths to prospects through existing connections.
- Daily alerts notify users of money-in-motion events, news mentions, job changes, and other triggers.
- Sidecar Chrome plugin provides a brief overview of companies and relationship paths directly on any website.
- Data enrichment service provides a 360° view of contacts, including verifiable contact information, inferred income, and household details.
- Prospect lists can be built in minutes using a wide range of filters.