Aidentified
Aidentified is a Boston-based SaaS platform that uses AI-driven relationship mapping and wealth trigger monitoring across 300M+ profiles to help financial advisors, RIAs, and adjacent professionals identify HNW prospects and surface warm introduction paths during wealth transition events.
- Company typePrivate
- Founded2017
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Aidentified does
Aidentified is a Boston-based B2B SaaS company that provides a Wealth Networking Intelligence™ platform for financial advisors, RIAs, and adjacent financial professionals. Its core offering combines consumer and professional data across 300M+ profiles and 16B+ connections, augmented by AI-driven relationship mapping, 16 proprietary wealth trigger events (job changes, IPOs, insider stock transactions, real estate, business sales, inheritance), and household-level wealth modeling to help advisors identify high-net-worth prospects during wealth transition windows and discover warm introduction paths through existing client networks. The platform is delivered via a web application, mobile app, and Data-as-a-Service API, with a SOC 2 Type 2 attestation held since 2021 and native integrations into Salesforce, HubSpot, Redtail, Wealthbox, and Lofty CRMs.
The company operates a hybrid go-to-market combining a self-serve PLG motion — anchored by a $49/month Starter Plan and a free trial — with enterprise field sales targeting large RIAs and wealth management ecosystems, exemplified by the December 2025 integration with Summit Financial covering 166+ advisors and $25B+ in client assets. Revenue is generated through tiered subscription plans (Starter at $49/month, annual per-seat plans, and quote-based enterprise/team contracts), DaaS/API data pipelines, and a mobile app tied to web subscriptions. Solution packages extend the addressable market beyond wealth management into insurance, investment banking/VC, non-profit fundraising, and corporate finance/real estate. Aidentified has raised approximately $22.5M across two funding rounds (2021 and 2024, the latter led by FactSet), acquired Robuzz News in 2022, and was featured in NVIDIA's sixth annual State of AI in Financial Services report in 2026.
Aidentified firmographics
Firmographics- Name
- Aidentified
- Legal name
- Aidentified, Inc.
- Website
- https://aidentified.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Aidentified is a Boston-based SaaS platform that uses AI-driven relationship mapping and wealth trigger monitoring across 300M+ profiles to help financial advisors, RIAs, and adjacent professionals identify HNW prospects and surface warm introduction paths during wealth transition events.
- Ownership category
- akta.pro rank
Aidentified industry classification
Industry- Product category
- Wealth Intelligence / Sales Prospecting Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Aidentified is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Aidentified business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure
Revenue model
- Subscription-Based Data Services (Web Application): Annual or month-to-month online subscription to the web application providing prospecting, relationship mapping, and wealth event monitoring. Annual plans auto-renew with 60/30-day advance notice; early termination still subject to full yearly fee with no refunds. Month-to-month (Starter Plan only) auto-renews monthly with no refunds for partial months.
- Data-as-a-Service (DaaS): Data pipeline services enabling clients to integrate Aidentified's wealth signals and relationship intelligence directly into their own systems and workflows. Sold as an enterprise-grade add-on or standalone data service.
- Mobile Application Access: A software mobile application downloadable to smartphones for accessing web application services. Available only to existing web application customers (not a standalone product). Customers can import contact data from Google/Android, iCloud, Outlook, and Zillow.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter Plan at $49/month — month-to-month subscription with full access to wealth event monitoring, relationship mapping, and core AI-powered prospecting features. |
| Subscription | Annual | Annual subscription plans — offered at per-seat pricing with upfront annual payment or monthly payment schedules. Auto-renews unless cancelled 60/30 days in advance. |
| Per seat | Annual | Enterprise/Team plans — available via 'Request demo' for larger RIA and institutional deployments. Includes dedicated onboarding, training refreshers, and access to customer success team. |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels7 records
Aidentified product offering
Product offeringCore offering
Aidentified sells an AI-powered SaaS platform called Wealth Network Intelligence that helps financial advisors identify, qualify, and connect with high-net-worth prospects by combining relationship mapping across 16B+ connections with monitoring of 16 wealth trigger events (job changes, IPOs, insider transactions, real estate, inheritance). The platform is delivered as a Web Application (SaaS subscription), a Data-as-a-Service (DaaS) API product, and a companion Mobile Application, with CRM integrations (Salesforce, HubSpot, Redtail, Wealthbox, Lofty) that surface alerts inside advisor workflows.
Product overview
Aidentified is a B2B SaaS platform built around its proprietary Wealth Network Intelligence™ data platform. The core offering combines a Web Application (SaaS) for AI-powered prospecting with Data-as-a-Service (DaaS) for custom data pipelines. The platform is accessed via tiered subscription plans including a $49/month Starter Plan and annual subscriptions, with additional modules for Enrichment and API Access. Aidentified serves multiple industry verticals through dedicated solution packages: For Individuals, For Teams, Wealth Management & Financial Advisory, Non-Profit & Educational Institutions, Insurance Companies & Brokers, Corporate Finance & Real Estate, and Investment Banking & Venture Capital. A Google Plug-in browser extension provides real-time data matching during web browsing.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth Network Intelligence™️: AI-powered relationship mapping and wealth signal monitoring platform for financial advisors.
Products and services
- Wealth Network Intelligence Proprietary AI-powered data platform that combines relationship mapping with wealth signal monitoring across 300M+ profiles and 16B+ connections, providing financial advisors with 360-degree prospect views and automated alerts on 16 wealth trigger events.
- Web Application (SaaS) Web-based AI-powered insights application that turns leads into deals through wealth qualification, wealth event monitoring, and relationship mapping, delivered via annual subscription or month-to-month Starter Plan.
- Data-as-a-Service (DaaS) Data pipeline product that enables enterprise clients to integrate Aidentified's wealth signals and relationship intelligence directly into their own systems and workflows through API access.
- Mobile Application Smartphone application downloadable via Apple iOS and Google Play that provides access to Aidentified's web application services on mobile devices, with contact import support for Google/Android, iCloud, Outlook, and Zillow.
- Wealth Management & Financial Advisory Solution Industry-specific solution package enabling registered investment advisors, independent financial advisors, and wealth management firms to identify HNW prospects and build networks using relationship mapping and wealth triggers tailored for wealth management.
- Investment Banking & Venture Capital Solution Solution package for investment banks, venture capital firms, and private equity professionals to scale business development and deal sourcing using relationship intelligence and wealth event monitoring.
- Insurance Companies & Brokers Solution Solution package for insurance agents and brokers to identify high-net-worth individuals experiencing life events that trigger insurance needs using wealth intelligence and network connections.
- Non-Profit & Educational Institutions Solution Solution package for non-profit organizations, universities, and educational foundations to identify major donors and optimize fundraising efforts using wealth signals and relationship mapping.
- Corporate Finance & Real Estate Solution Solution package for corporate finance teams and real estate professionals to enable client acquisition and transaction-related prospecting using robust data and analytics.
Quantifiable outcome
- Pre-public wealth window advantage: advisors can identify prospects 4–5 months before public record confirms wealth events, before competing advisors begin outreach.
- +1 more outcomes
Companies that use Aidentified
Customer profileNamed customers8 records
Segments7 records
Ideal customer profiles3 records
Aidentified technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability7 records
Feature7 records
Aidentified partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Summit FinancialcoreSummit Financial integrated Aidentified's Wealth Networking Intelligence™ platform into its technology ecosystem to help its over 166 advisors managing more than $25 billion in client assets identify prospects and deepen client relationships. The integration provides relationship mapping, wealth signals, and financial event alerts across Summit Financial's advisor network.
- SalesforcecoreNative CRM integration with Salesforce enabling wealth event alerts and enriched prospect data to surface directly inside advisors' Salesforce workflows. Part of Aidentified's core enterprise distribution strategy for team-wide deployments.
- HubSpotcoreNative CRM integration with HubSpot enabling wealth event alerts and enriched prospect data to surface directly inside advisors' HubSpot workflows.
- Redtail TechnologycoreNative CRM integration with Redtail Technology (a CRM platform widely used by RIAs) enabling wealth event alerts and enriched prospect data to surface directly inside advisors' existing Redtail workflows.
- WealthboxcoreNative CRM integration with Wealthbox (web-based CRM for financial advisors) enabling wealth event alerts and enriched prospect data to surface directly inside advisors' existing Wealthbox workflows.
- Lofty (formerly ChMeetings)coreNative CRM integration with Lofty (a CRM for real estate and financial professionals) enabling wealth event alerts and enriched prospect data to surface directly inside advisors' existing Lofty workflows.
- NVIDIAminorAidentified was featured in NVIDIA's sixth annual 'State of AI in Financial Services' report alongside Datalign Advisory and Jump as one of three AI-powered wealth management platforms. NVIDIA's report is based on a survey of over 800 industry professionals and is a recognized industry benchmark. This represents co-market positioning rather than a formal product partnership.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Aidentified competitors and assessment
Company assessmentDirect peers
- Wealthbox: Web-based CRM built specifically for financial advisors. Comparable as a workflow integration partner and adjacent prospecting/relationship tool used by the same RIA buyer that Aidentified targets.
- DonorSearch: Wealth intelligence and prospect research platform serving nonprofits, higher education, and healthcare fundraising. Comparable to Aidentified in combining wealth data with relationship/connection signals, though primarily fundraising-led rather than financial advisor-led.
- Redtail Technology: RIA-focused CRM with deep penetration across independent advisors. Aidentified integrates with Redtail but also competes for the same relationship intelligence workflow, making it both a channel partner and an adjacent competitor.
- WealthEngine: Wealth-screening and prospect research platform for nonprofits, higher education, and financial services. Directly comparable to Aidentified in using wealth attributes to identify HNW prospects, though with stronger roots in the fundraising vertical.
- Jump: AI-powered wealth management platform featured alongside Aidentified in NVIDIA's State of AI in Financial Services report. Comparable as a peer AI platform serving advisors, though focused more on client engagement and meeting prep.
- Datalign Advisory: AI-powered wealth management platform named alongside Aidentified in NVIDIA's State of AI in Financial Services report. Comparable as a fellow AI-native wealth platform targeting financial advisors, though more focused on matching/portfolio use cases.
Broad incumbents
- ZoomInfo: Large B2B contact and company intelligence platform used by sales and marketing teams. Comparable as a broad incumbent in prospecting data with much greater scale, though not wealth-specialized like Aidentified.
- Salesforce Financial Services Cloud: Enterprise CRM tailored to wealth and asset management with prospecting, household, and relationship features. Aidentified integrates with Salesforce but Salesforce is also a potential displacement threat for enterprise deployments.
- LinkedIn Sales Navigator: Relationship-aware prospecting tool built on LinkedIn's professional graph. Comparable in surfacing warm introduction paths but without Aidentified's wealth signal layer or household-level HNW modeling.
Emerging players
- Orca: Wealth intelligence platform providing financial advisors with HNW prospect insights and household data. Closely comparable in target buyer and data use case, though with a narrower product surface and different go-to-market scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Aidentified social profiles
Digital presenceAidentified compliance and trust
Trust signalCompliance1 record
Aidentified financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aidentified leadership team
Management profileNumber of profiles
Profiles10 records
Aidentified funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aidentified M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aidentified
What does Aidentified do?
Aidentified sells an AI-powered SaaS platform called Wealth Network Intelligence that helps financial advisors identify, qualify, and connect with high-net-worth prospects by combining relationship mapping across 16B+ connections with monitoring of 16 wealth trigger events (job changes, IPOs, insider transactions, real estate, inheritance). The platform is delivered as a Web Application (SaaS subscription), a Data-as-a-Service (DaaS) API product, and a companion Mobile Application, with CRM integrations (Salesforce, HubSpot, Redtail, Wealthbox, Lofty) that surface alerts inside advisor workflows.
Is Aidentified a public or private company?
Aidentified is a private company. It is classified as venture growth investor backed and is currently operating.
When was Aidentified founded?
Aidentified was founded in 2017. It employs 11 to 50 people.
Where is Aidentified based?
Aidentified is headquartered in Boston, United States, in the North America region.
How does Aidentified make money?
Three revenue lines are on record. Subscription-Based Data Services (Web Application) is the primary driver. The others are data-as-a-Service (DaaS) and mobile Application Access.
Who are Aidentified's main competitors?
Direct peers on record are Wealthbox, DonorSearch, Redtail Technology, WealthEngine, Jump and Datalign Advisory. Broad incumbents are ZoomInfo, Salesforce Financial Services Cloud and LinkedIn Sales Navigator. Orca is listed as an emerging player.
Does Aidentified have an API?
Yes. Aidentified offers API access as part of its platform capabilities, enabling developers to achieve more with operational efficiency. The API allows operational efficiency workflows and data access. Additional details about API type, auth method, rate limits, and versioning are not specified in the available source material. Developer documentation is at aidentified.com/platform/platform-capabilities#api.
What industry is Aidentified in?
Aidentified's product category is Wealth Intelligence / Sales Prospecting Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 523940 and its SIC code is 6282.