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Reviewed · Updated 2026-06-19

aidentified

B2B data intelligence platform for identifying anonymous website visitors and sales prospects.

Reviewed by the Conversion Gems editorial team ·
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Pricing
Free Trial
Best for
Sales professionals
Category
CRM & Sales
The bottom line

The go-to prospecting tool for financial services pros who want wealth-event alerts and AI-mapped warm introductions — less relevant outside that vertical.

6.8
Our score
6.8 / 10
Conversion Gems editorial verdict
From $49/mo (Starter); Premium $199/user/mo
Features7/10
7 - 16 wealth triggers, AI relationship mapping, and 300M+ profile database are standout; depth is strong but narrowly optimised for financial services.
Value7/10
7 - New $49/mo Starter plan is accessible; Premium at $199/user/mo is reasonable for financial services ROI but steep for general sales teams.
Ease of use7/10
7 - Chrome extension and mobile app speed onboarding; 7-day trial lowers commitment risk; credit system adds a small learning curve.
Ecosystem6/10
6 - Native integrations with Salesforce, HubSpot, Redtail, Lofty, and an API cover key financial-services CRMs but general-purpose stack coverage is thin.
Support6/10
6 - Dedicated onboarding on Enterprise; standard plans rely on self-serve resources; limited public evidence of responsive live support on lower tiers.
What it really is

Aidentified — AI relationship intelligence and wealth-signal prospecting platform for financial services sales.

Our take

Aidentified is not a website visitor de-anonymisation tool as the DB summary implies; it is a relationship intelligence platform that surfaces 16 wealth triggers (IPOs, job changes, property transactions, etc.) and maps second-degree network paths to warm prospects. Its core audience is financial advisors, wealth managers, and insurance sales professionals, not generic B2B SDR teams. The DB's $150/month price is also stale: a Starter plan at $49/month launched January 2026, replacing the former Professional tier.

Why we rate it

Aidentified's Wealth Network Intelligence is genuinely differentiated — most sales intelligence platforms skip wealth-event signals entirely. The Jan 2026 Starter plan makes it accessible to individual advisors for the first time without a long-term contract.

The catch

Heavily optimised for financial services; limited utility for non-FS sales teams. Credit caps on Starter and Premium plans constrain high-volume prospecting, and Premium at $199/user/mo can get expensive for larger teams.

Best for
Financial advisors and wealth managers targeting newly liquid prospects
Insurance and real estate sales teams leveraging wealth-event triggers for timely outreach
Financial services BD teams enriching CRM contacts with career and wealth signals
Not good for
Identifying anonymous website visitors (not what this platform does)
High-volume SDR prospecting outside financial services verticals
Budget-constrained teams needing unlimited outreach at low per-seat cost
Friction report
Time to value
Fast: 7-day free trial and Chrome Sidecar extension mean most users are searching prospects within an hour of signup.
Scale breakpoint
Monthly credit caps on Starter (125/mo) and annual caps on Premium (5,000/yr) force Enterprise upgrades for teams doing high-volume enrichment or bulk imports.
Walled garden
Moderate: Salesforce, HubSpot, Redtail, and Lofty integrations exist, but wealth triggers and relationship maps remain inside Aidentified's interface; exports are limited by credit allowances.

Frequently Asked Questions

Alternatives

Step up

Aidentified Enterprise for unlimited credits, SSO, and custom data integrations at scale.

Lighter alternative

LinkedIn Sales Navigator for relationship-based prospecting without wealth-signal depth.

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Tags

#Marketing#WealthManagement

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