Aidentified Review

Aidentified uses AI Mapped Connections to surface shared personal and professional relationships between users and prospects. It shows relationship paths and connection strength so teams can request introductions through stronger network routes instead of relying on cold outreach.

Aidentified is built for financial advisors, wealth managers, insurance producers, investment teams, and enterprise sales organizations. It fits teams that depend on referrals, relationship selling, and high-value prospecting rather than pure volume outreach.

Aidentified lets users search across more than 200 consumer and professional attributes. Searches combine personal, career, location, property, wealth, and income signals to build targeted prospect lists and prioritize outreach workflows.

Aidentified tracks 16 money-in-motion events and sends alerts when selected triggers occur. Examples listed on the site include job changes, company events, IPO activity, insider stock transactions, and property listings or purchases.

Aidentified offers CRM integrations on qualifying plans and lists data delivery options for existing systems. The platform also provides Data-as-a-Service so teams can push enrichment data into CRM or sales workflows.

Aidentified offers a web application, a Sidecar Chrome Extension, and Data-as-a-Service delivery. Users can work inside a browser dashboard, view insights while browsing online, or embed data into internal systems.

Aidentified helps advisors identify prospects already connected to their network, monitor wealth events, and segment outreach lists. Advisors use those signals to prioritize conversations with contacts showing higher likelihood of financial activity.

Aidentified offers self-serve plans with free trial access, which allows users to begin searching and building lists quickly. Enterprise plans add onboarding support for teams that need integrations, SSO, or larger data workflows.

Aidentified includes an Enterprise plan designed for larger organizations. That tier lists unlimited saved searches, unlimited imports, standard integrations, SSO, dedicated onboarding, and expedited support for scaled operations.

Aidentified combines relationship mapping with wealth-event monitoring in one prospecting workflow. Users can identify who knows a target contact, then time outreach using triggers such as liquidity events, career changes, or property activity.