Aidentified: Revolutionizing Financial Services Prospecting with AI
June 21, 2024, 9:34 pm
Location: United States, Massachusetts, Concord
Employees: 11-50
Founded date: 2017
Total raised: $12.5M
Aidentified, a cutting-edge AI-powered prospecting and relationship intelligence platform for financial services professionals, has recently secured $12.5 million in Series B funding from FactSet, a prominent global financial digital platform and enterprise solutions provider.
This funding injection will fuel Aidentified's technological advancements and team expansion as client adoption surges. The platform caters to financial advisors, marketing teams, and sales professionals, equipping them with the tools to pinpoint, assess, and convert new client relationships. Aidentified's current clientele includes top financial services firms and independent registered investment advisors.
Utilizing AI and machine learning algorithms, Aidentified allows users to search for specific identity markers like income, wealth segment, location, hobbies, and verifiable contact information. The platform leverages these technologies to visualize user connections with prospects and tap into clients' networks for referrals. In the current year alone, Aidentified has mapped an impressive 16 billion 1st-degree connections and 800 billion 2nd-degree connections, solidifying its position as a leading provider of relationship data.
Aidentified's President and Co-CEO, Tom Rauker, emphasized the platform's ability to streamline prospecting efforts and foster valuable relationships with prospective clientele. He expressed gratitude towards FactSet for their support and investment, highlighting the platform's potential to revolutionize business development for financial professionals.
Greg King, Head of Wealth Management at FactSet, echoed Rauker's sentiments, praising Aidentified's unparalleled ability to surface key personal and professional connections with intricate detail. He underscored the synergistic potential of Aidentified's service in conjunction with FactSet's data and analytical capabilities, foreseeing a significant acceleration in prospecting and business development efforts for advisors and financial professionals.
With its innovative approach to AI-powered prospecting and relationship intelligence, Aidentified is poised to reshape the landscape of financial services prospecting, offering a strategic advantage to professionals seeking to cultivate meaningful client relationships and drive business growth.
This funding injection will fuel Aidentified's technological advancements and team expansion as client adoption surges. The platform caters to financial advisors, marketing teams, and sales professionals, equipping them with the tools to pinpoint, assess, and convert new client relationships. Aidentified's current clientele includes top financial services firms and independent registered investment advisors.
Utilizing AI and machine learning algorithms, Aidentified allows users to search for specific identity markers like income, wealth segment, location, hobbies, and verifiable contact information. The platform leverages these technologies to visualize user connections with prospects and tap into clients' networks for referrals. In the current year alone, Aidentified has mapped an impressive 16 billion 1st-degree connections and 800 billion 2nd-degree connections, solidifying its position as a leading provider of relationship data.
Aidentified's President and Co-CEO, Tom Rauker, emphasized the platform's ability to streamline prospecting efforts and foster valuable relationships with prospective clientele. He expressed gratitude towards FactSet for their support and investment, highlighting the platform's potential to revolutionize business development for financial professionals.
Greg King, Head of Wealth Management at FactSet, echoed Rauker's sentiments, praising Aidentified's unparalleled ability to surface key personal and professional connections with intricate detail. He underscored the synergistic potential of Aidentified's service in conjunction with FactSet's data and analytical capabilities, foreseeing a significant acceleration in prospecting and business development efforts for advisors and financial professionals.
With its innovative approach to AI-powered prospecting and relationship intelligence, Aidentified is poised to reshape the landscape of financial services prospecting, offering a strategic advantage to professionals seeking to cultivate meaningful client relationships and drive business growth.