AI-Powered Prospecting Platform Continues Growth Trajectory with Infusion from FactSet
Aidentified, Inc., 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 provides financial advisors, marketing teams, and other sales professionals with tools to identify, qualify, and convert new client relationships. Aidentified will use the investment to fund further technological development and grow its team as client adoption accelerates. Aidentified currently serves clients at top financial services firms and independent registered investment advisors.
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“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,” said Tom Rauker, President and Co-CEO of Aidentified. “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.”
Aidentified gives users the ability to search for specific identity markers such as income, wealth segment, location, and hobbies, along with verifiable contact information. Further, it employs AI and machine learning-based algorithms and models to visualize user connections with prospects and harness its clients’ networks for referrals. As of 2024, the company has mapped 16 billion 1st-degree connections and 800 billion 2nd-degree connections, making Aidentified a leading provider of relationship data.
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“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,” said Greg King, Head of Wealth Management at FactSet. “The team at Aidentified has a proven track record of building successful businesses, and we’re pleased to support their ongoing work.”