AudyenseAidentified
Sales & CRM · www.aidentified.com
Overview
Aidentified Aidentified is a wealth intelligence and relationship mapping platform for financial advisors, wealth managers, and sales teams. It combines consumer and professional data, wealth triggers, integrations, and network paths to find warm prospects, prioritize outreach workflows, improve lead generation, and grow pipeline faster.
The problem Aidentified solves
Sales and revenue teams need to replace disconnected tools and manual handoffs with a repeatable workflow that turns information into measurable pipeline or engagement. Aidentified<!-- --> is relevant because its researched profile documents aidentified aidentified is a wealth intelligence and relationship mapping platform for financial advisors, wealth managers, and sales teams. Buyers should still validate the vendor's current plan limits, integrations, and fit for their operating model before committing.
Best for
- Aidentified fits financial advisors, wealth managers, insurance producers, and enterprise sales teams at independent firms, RIAs, brokerages, and mid-market ins
- Startups, SMBs, Mid-market, Enterprise teams with a defined revenue workflow
- Sales Cold email
- Analytics & Infra Tracking
Not a fit if
- Teams seeking a single-purpose workflow outside the product's documented focus
- Teams that require a permanent free tier
- Organizations that cannot validate data coverage, implementation effort, or vendor claims during evaluation
Why it’s listed
- Adds a distinct sales or revenue workflow to the directory
- Profile includes a researched description, audience, capabilities, and pricing snapshot
- Names concrete workflow connections such as Salesforce, HubSpot, Make
Pricing
Free
Freefree CRM integration ✓ Wealth and income data Enterprise Custom Contact sales What's included ✓ Volume-based data enrichment ✓ Unlimited saved searches ✓ Unlimited import records ✓ Unlimited import files ✓ Standard integ
- Search 200 consumer and professional prospecting attributes
- AI Mapped Connections reveals hidden referral paths
- Relationship strength and path scoring for introductions
- Wealth trigger alerts for 16 money-in-motion events
- Custom saved searches with ongoing prospect monitoring
- CRM integrations for enrichment and workflow sync
- Chrome extension for in-browser prospect data access
- Data-as-a-Service feeds into existing sales platforms Aidentified
Starter
$49 per monthStarter $49 /month What's included ✓ 125 monthly credits ✓ 100 saved searches ✓ 75K import records ✓ 50 import files ✓ 16 wealth triggers ✓ Locations and properties data ✓ Wealth and income data ✦ Popular Premium $199 /m
- Search 200 consumer and professional prospecting attributes
- AI Mapped Connections reveals hidden referral paths
- Relationship strength and path scoring for introductions
- Wealth trigger alerts for 16 money-in-motion events
- Custom saved searches with ongoing prospect monitoring
- CRM integrations for enrichment and workflow sync
- Chrome extension for in-browser prospect data access
- Data-as-a-Service feeds into existing sales platforms Aidentified
Professional
Custom pricingprofessional relationships between users and prospects
- Search 200 consumer and professional prospecting attributes
- AI Mapped Connections reveals hidden referral paths
- Relationship strength and path scoring for introductions
- Wealth trigger alerts for 16 money-in-motion events
- Custom saved searches with ongoing prospect monitoring
- CRM integrations for enrichment and workflow sync
- Chrome extension for in-browser prospect data access
- Data-as-a-Service feeds into existing sales platforms Aidentified
Enterprise
Custom pricingEnterprise Custom Contact sales What's included ✓ Volume-based data enrichment ✓ Unlimited saved searches ✓ Unlimited import records ✓ Unlimited import files ✓ Standard integrations included ✓ SSO ✓ Dedicated onboarding
- Search 200 consumer and professional prospecting attributes
- AI Mapped Connections reveals hidden referral paths
- Relationship strength and path scoring for introductions
- Wealth trigger alerts for 16 money-in-motion events
- Custom saved searches with ongoing prospect monitoring
- CRM integrations for enrichment and workflow sync
- Chrome extension for in-browser prospect data access
- Data-as-a-Service feeds into existing sales platforms Aidentified
Features
Integrations
Pros & cons
Pros
- Documented capability: Search 200 consumer and professional prospecting attributes
- Documented capability: AI Mapped Connections reveals hidden referral paths
- Explicit audience guidance: Aidentified fits financial advisors, wealth managers, insurance producers, and enterprise sales teams at independent firms, RIAs, brokerages, and mid-
- Names workflow connections including Salesforce, HubSpot, Make
Cons
- Some pricing or higher-tier terms are not publicly itemized
- Fit is strongest for the stated Startups, SMBs, Mid-market, Enterprise audience
- Named integrations should be checked against the exact plan
- Reported outcomes and vendor claims should be validated with the buyer's own data
What the record shows
Independent profile evidence describes aidentified aidentified is a wealth intelligence and relationship mapping platform for financial advisors, wealth managers, and sales teams.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
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