- Aidentified, Inc. secures $12.5 million Series B funding from FactSet, a global financial digital platform and enterprise solutions provider.
- Aidentified’s AI-powered platform empowers financial professionals to identify, qualify, and convert new client relationships efficiently.
- Funding to fuel further technological development and team expansion to meet growing client demand.
- Aidentified’s platform offers advanced features including specific identity markers search and AI-driven connection visualization.
- Company mapped 16 billion 1st-degree and 800 billion 2nd-degree connections, solidifying its position as a leading provider of relationship data.
- Partnership expected to revolutionize prospecting and business development efforts in financial services.
Main AI News:
In a move poised to redefine the landscape of prospecting and relationship intelligence in financial services, Aidentified, Inc. has announced a significant milestone – the successful closure of a $12.5 million Series B funding round led by FactSet, a prominent global financial digital platform and enterprise solutions provider.
Aidentified, renowned for its cutting-edge AI-powered platform tailored for financial services professionals, empowers financial advisors, marketing teams, and sales professionals to streamline their operations by identifying, qualifying, and converting new client relationships with unprecedented efficiency. The infusion of capital from FactSet will fuel Aidentified’s continued technological advancement and expand its talented team to accommodate the burgeoning demand from clients across leading financial services firms and independent registered investment advisors.
“The contemporary workforce operates within a landscape inundated with sophisticated technologies capable of revolutionizing traditional methodologies,” remarked Tom Rauker, President and Co-CEO of Aidentified. “Our artificial intelligence platform stands at the vanguard, facilitating wealth advisors, financial planners, and akin professionals in the seamless identification, connection, and cultivation of invaluable relationships with prospective clientele. By leveraging our platform’s robust dataset, individuals can optimize their prospecting endeavors strategically. We extend our profound gratitude to the FactSet team for their unwavering support and strategic investment as we embark on this trajectory of growth.”
Aidentified’s transformative capabilities encompass a comprehensive suite of features, enabling users to pinpoint specific identity markers such as income, wealth segment, location, and hobbies, alongside access to verifiable contact information. Moreover, through the integration of AI and machine learning-based algorithms and models, Aidentified empowers users to visualize their connections with prospects while harnessing their networks for invaluable referrals. Notably, as of the year 2024, the company boasts a staggering 16 billion 1st-degree connections and 800 billion 2nd-degree connections, solidifying its position as a premier provider of relationship data within the financial services sector.
Greg King, Head of Wealth Management at FactSet, expressed his optimism for the partnership, stating, “Aidentified represents an unparalleled technological innovation, furnishing users with unparalleled insights into both personal and professional connections with unparalleled granularity. We firmly believe that the synergistic combination of Aidentified’s service with FactSet’s extensive repository of public and private company data, alongside its analytical prowess, will catalyze a paradigm shift in prospecting and business development endeavors for advisors and financial professionals alike. The Aidentified team’s sterling track record in cultivating successful ventures underscores our confidence in their capabilities, and we eagerly anticipate contributing to their continued success story.”
Conclusion:
Aidentified’s successful Series B funding round, coupled with its innovative AI-powered platform and strategic partnership with FactSet, signifies a significant advancement in the landscape of financial services. This infusion of capital and expertise is poised to revolutionize prospecting and business development endeavors within the sector, offering unparalleled insights and efficiency to financial professionals worldwide.
