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Aidentified is a web-based prospecting platform for wealth managers and financial advisors that surfaces 300M+ profiles, maps relationship paths, and alerts users to wealth events to identify and reach ideal prospects. It combines data-as-a-service, enrichment, integrations, and an API to turn signals into deals and automate workflows for individuals and teams. By monitoring 16 wealth events and cross-referencing hundreds of data sources, it helps firms accelerate client acquisition across wealth management, investment banking, insurance, and related sectors.
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