Aidentified, a leading Wealth Networking Intelligence™ platform, announced on June 16, 2025, new product tiers, an upgraded user experience, and the appointment of Dan Cavanaugh as Head of Wealth Management. These updates strengthen Aidentified’s mission to empower financial professionals with AI-driven tools for building high-value client relationships, supported by over $30 million in funding, including a 2023 investment from FactSet.
Aidentified launches new Professional and Premium product tiers.
Enhanced platform UI improves workflow for financial professionals.
Dan Cavanaugh, ex-BNY executive, named Head of Wealth Management.
Platform supports wealth networking with AI-driven insights.
New tiers offer flexible pricing and premium data access.
Aidentified raised $30M+, including FactSet investment in 2023.
Aidentified’s updated pricing structure introduces two tiers to cater to financial professionals’ needs. The Professional Tier, designed for solo practitioners and small teams, includes essential Wealth Networking Intelligence™ tools and 2,000 credits for premium data and Wealth Triggers™. The Premium Tier, aimed at advanced users and enterprises, adds expanded data access, additional Wealth Triggers™, and advanced search capabilities. These tiers enable users to customize their experience, delivering cost-effective, scalable solutions.
The redesigned platform enhances usability with a more intuitive interface and streamlined workflows. These updates allow financial advisors to move seamlessly from prospect discovery to client engagement, fostering stronger relationships and better outcomes. The improved UI leverages Aidentified’s AI-powered insights, combining data from 210 million consumer and 100 million professional profiles to offer a comprehensive view of clients and prospects.
Dan Cavanaugh, with over 25 years of experience in financial services technology, joins Aidentified as Head of Wealth Management. Previously Head of Products and Services for Data & Analytics Solutions at BNY, Cavanaugh will lead product delivery and strategic expansion in wealth management. Tom Rauker, Co-CEO of Aidentified, stated, "Dan's deep industry expertise and product-first mindset make him a tremendous asset as we continue to expand our footprint in the wealth space." Cavanaugh’s role complements Chief Product Officer Stephen Marshall’s efforts to drive innovation.
Since its 2019 launch, Aidentified has expanded its footprint in financial services, serving clients like Merrill Lynch, Morgan Stanley, and UBS. Its platform uses proprietary algorithms and relationship cloud functionality to map billions of connections, enabling precise prospecting and relationship management. Recognized by the 2024 SIIA CODIE Awards and WealthTech100, Aidentified continues to innovate, with Cavanaugh’s leadership poised to enhance its offerings for wealth managers.
Aidentified’s new product tiers, enhanced platform, and Cavanaugh’s appointment position it as a leader in wealth networking intelligence. By delivering flexible, AI-driven tools and expert leadership, Aidentified empowers financial professionals to build sustainable client relationships and drive growth in a dynamic market.
Aidentified helps financial services professionals create relationships that matter. As a leader in AI-powered relationship-based prospecting and first party data enrichment, our platform combines professional and household data to offer a 360º view of clients and prospects, along with the best path for engagement. With our proprietary algorithms and relationship cloud functionality – fed by 210 million consumer and 100 million professional U.S. profiles and powered by the latest AI and machine learning techniques – Aidentified provides organizations with unparalleled insights into customer and prospect analytics, real-time wealth events and nuanced relationship mapping.
Aidentified was recognized by the SIIA CODIE awards as Best Industry Contact Relationship Management Solution in 2024, as "One to Watch" in Snowflake's 2023 Modern Marketing Data Stack Report, and was featured on WealthTech100's 2024 list of the world's most innovative WealthTech companies.
Aidentified was founded in 2017 and is headquartered in Boston.
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