Aidentified
aidentified.com
Actively hiring
Wealth Management & Financial Advisors
Financial Services
As featured in
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Overview
News
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$35.3M
2 rounds on record
Latest round
$12.5M
Series B · Jun 2024 · 2 yr ago
Team
51-200
employees, estimated range
The money's age
Long since its last round
28 months since the last round · not hiring
Momentum
0/100
no fresh signals
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jun 16, 2025
Launched Aidentified Unveils New Product Tiers, Enhanced User Experience, And Welcomes Dan Cavanaugh As Head Of Wealth Management · menafn
Jun 12, 2024
Raised a round Series B $12.5M
2017
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Series B | Jun 2024 | $12.5M | — | streetinsider.com |
| Venture round | Jun 2024 | $22.8M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Aidentified Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Juliana SpoffordExecutive OfficerSEC Form D
Thomas RaukerExecutive Officer, DirectorSEC Form D
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News
Summit Financial Taps Aidentified to Bring Next-Gen Relationship Intelligence to Advisors
/PRNewswire/ -- Aidentified, Inc., the leading Wealth Networking Intelligence platform, today announced Summit Financial ("Summit"), a preeminent investment...
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Report
Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management
Aidentified, Inc., the leading Wealth Networking Intelligence platform, today announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates ma
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Report
Aidentified Unveils New Product Tiers, Enhanced User Experience, And Welcomes Dan Cavanaugh As Head Of Wealth Management
Aidentified Unveils New Product Tiers, Enhanced User Experience, And Welcomes Dan Cavanaugh As Head Of Wealth Management.Since its launch in 2019, Aidentified has steadily expanded its market footprint, enhanced its technology platform, and grown its cust
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Report
Aidentified: AI-Based Financial Services Prospecting Company Raises $12.5 Million In Series B
Aidentified, a leading AI-powered prospecting and relationship intelligence platform for financial services professionals, announced that it has raised$12.5 millionin Series B funding from FactSet, a global financial digital platform and enterprise soluti
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Report
FactSet Invests $12.5M In Aidentified
The funding will be put toward research and development, hiring and enhancements to data quality.
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Report
Aidentified May Be Prospecting
Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.
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Report
People
Juliana Spofford
Executive Officer
Thomas Rauker
Executive Officer, Director
Darr Aley
Director
G. Aley
Director
Matthew Conway
Director
John Kern Jr.
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Concord
United States
HQ
50-200 est. staff