Aidentified, a leading AI-powered prospecting and relationship intelligence platform for financial services professionals, announced that it has raised $12.5 million in Series B funding from FactSet, a global financial digital platform and enterprise solutions provider.
Aidentified offers financial advisors, marketing teams, and other sales professionals with tools to identify, qualify, and convert new client relationships. And Aidentified will use the funding to further technological development and grow its team as client adoption accelerates. Plus, Aidentified currently serves clients at top financial services firms and independent registered investment advisors.
Aidentified allows users to search for specific identity markers such as income, wealth segment, location, hobbies, and verifiable contact information. And it employs AI and machine learning-based algorithms and models to visualize user connections with prospects and harness its clients’ networks for referrals. So far this year, the company has mapped 16 billion 1st-degree connections and 800 billion 2nd-degree connections, making Aidentified a leading provider of relationship data.
KEY QUOTES:
“Today’s workforce is powered by sophisticated technology that can significantly streamline time-intensive and laborious tasks. Our artificial intelligence platform helps wealth advisors, financial planners and others in similar roles identify, connect with and build valuable relationships with prospective clientele more easily. Our platform’s rich dataset enables anyone to spend their prospecting time more strategically. We’re thankful to the team at FactSet for their support and investment as we continue on our growth journey.”
- Tom Rauker, President and Co-CEO of Aidentified
“There is currently no other technology that surfaces key personal and professional connections to the same level of detail as Aidentified. We believe that the Aidentified service, in combination with FactSet’s public and private company data and analytical capabilities, will dramatically accelerate prospecting and business development efforts for advisors and other financial professionals. The team at Aidentified has a proven track record of building successful businesses, and we’re pleased to support their ongoing work.”
- Greg King, Head of Wealth Management at FactSet
