Aidentified Secures $12.5 Million in Series B

by Kay Aloha Villamor in June 13th, 2024

Aidentified, a Boston, MA-based AI-powered prospecting and relationship intelligence platform for financial services professionals, secured $12.5 million in Series B funding.   


The investment comes from FactSet, a renowned global provider of financial data and enterprise solutions.  

Aidentified Use of Funds  

The company will use the funding to fuel its technological advancements and expand its team to cater to increasing client adoption.  

About Aidentified  

Aidentified specializing in prospecting and relationship intelligence for financial services. The platform leverages artificial intelligence and machine learning algorithms to help financial advisors, wealth managers, and other sales professionals identify, qualify, and convert new client relationships more effectively. Its platform combines professional and household data to offer a 360º view of clients and prospects, along with the best path for engagement. Currently serving top financial services firms and independent registered investment advisors, Aidentified was founded in 2017 and is headquartered in Boston.  

Funding Details                                                                                   

Company: Aidentified, Inc.  

Raised: $12.5M                                                                  

Round: Series B  

Funding Month: June 2024                                                            

Lead Investors: FactSet  

Additional Investors:   

Company Website:    

Software Category: AI Prospecting   


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