AI-Powered Prospecting Platform Continues Growth Trajectory
with Infusion from FactSet
BOSTON, June 12,
2024 /PRNewswire/ -- Aidentified, Inc., a leading
AI-powered prospecting and relationship intelligence platform for
financial services professionals, today 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.
"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.
"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."
To learn more about Aidentified, visit
https://www.aidentified.com/.
About Aidentified
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. For more information,
visit https://www.aidentified.com/ and connect with us on
LinkedIn.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps
the financial community to see more, think bigger, and work better.
Our digital platform and enterprise solutions deliver financial
data, analytics, and open technology to nearly 8,000 global
clients, including over 206,000 individual users. Clients across
the buy-side and sell-side as well as wealth managers, private
equity firms, and corporations achieve more every day with our
comprehensive and connected content, flexible next-generation
workflow solutions, and client-centric specialized support. As a
member of the S&P 500, we are committed to sustainable growth
and have been recognized amongst the Best Places to Work in 2023 by
Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more
at www.factset.com and follow us on X and LinkedIn.
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SOURCE Aidentified