Aidentified, a prominent AI-driven platform offering relationship intelligence and prospecting solutions, has successfully raised $12.5m in a Series B funding round led by FactSet, a global leader in digital financial solutions and enterprise services.
The company, known for its cutting-edge technology, provides essential tools for financial advisors, marketing teams, and sales professionals, enabling them to identify, qualify, and convert new client relationships efficiently. Aidentified’s platform is particularly noted for enhancing client engagement among top-tier financial service firms and independent registered investment advisors.
The fresh capital injection will be channelled towards advancing the technological capabilities of Aidentified’s platform and expanding its team to support accelerated client adoption. As the company progresses, these developments are expected to solidify its position in the market and enhance its service offerings to clients.
Tom Rauker, President and Co-CEO of Aidentified, said, “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.”
In addition to these capabilities, Aidentified allows users to search for specific identity markers such as income, wealth segment, location, and hobbies. Its advanced AI and machine learning algorithms help visualize connections with prospects and leverage client networks for referrals. With a comprehensive mapping of 16 billion 1st-degree and 800 billion 2nd-degree connections as of 2024, Aidentified is a leading provider in the relationship data sphere.
Greg King, Head of Wealth Management at FactSet, said, “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.
Keep up with all the latest FinTech news here.
Copyright © 2024 FinTech Global
