Aidentified Introduces New Subscription Tiers and Welcomes Dan Cavanaugh as Wealth Management Head

Aidentified's Major Leap Forward

Aidentified, Inc., renowned for its Wealth Networking Intelligence™ platform, has recently announced a series of significant enhancements aimed at enriching user experience and expanding its product offerings. This development highlights a new direction for the company as it strives to support financial professionals and institutions across the country effectively.

As part of this initiative, Aidentified has introduced a refreshed subscription pricing model, unveiling two distinct tiers designed to better cater to the varying needs of advisors and institutions of all sizes. With these new pricing options, users can choose a package that aligns with their specific requirements, either as a solo practitioner or a part of a larger team.

New Product Tiers: Flexibility and Value

The Professional Tier is tailored for solo practitioners and small teams, providing access to Aidentified's essential tools along with 2,000 credits that can be spent on premium data attributes and Wealth Triggers™. This tier aims to empower smaller advisors, giving them essential tools to thrive.

On the other hand, the Premium Tier is designed for advanced users and larger enterprise teams. This plan not only mirrors all the features of the Professional Tier but also includes expanded access to premium data, additional Wealth Triggers™, and advanced search capabilities. Such provisions allow users to scale their services intelligently while enhancing the overall value received at a lower cost.

The introduction of these model tiers is a move to provide financial advisors and institutions with more autonomy, enabling them to customize their experience according to their client engagement strategies.

Revamped User Experience

In addition to the new pricing structures, Aidentified has undertaken a complete redesign of its interface, focusing on creating a more intuitive and insight-driven experience for users. Strategic updates to the user interface (UI) and workflows are aimed at streamlining the transition from client discovery to engagement. This enhancement is expected to allow financial professionals to foster stronger relationships and achieve better outcomes for their clients.

Welcoming Expertise: Dan Cavanaugh

With these transformative changes, Aidentified has also appointed Dan Cavanaugh as the new Head of Wealth Management. Cavanaugh brings with him over 25 years of experience in software development and financial services technology. His extensive background includes roles where he delivered client-focused solutions to top global wealth and asset management firms. His addition to the leadership team signifies Aidentified's commitment to pioneering new avenues for product delivery and strategic growth in the wealth management segment.

Cavanaugh's expertise will complement the seasoned leadership of Stephen Marshall, CFA, who has been steering Aidentified's product vision since joining in 2022. Marshall’s extensive background in data and analytics, software development, and investment management will continue to guide Aidentified's innovative journey.

Prior to his new role at Aidentified, Cavanaugh served as Head of Products and Services for Data Analytics Solutions at BNY, overseeing a portfolio of technology and data assets. His focus will now be on helping clients maximize the value of Aidentified's robust platform, particularly in leveraging data and technology as key growth differentiators.

Tom Rauker, Aidentified's Co-CEO, expressed confidence in Cavanaugh’s leadership, remarking on his deep industry expertise and product-centric mindset as critical assets as the company navigates the evolving demands of financial professionals.

Aidentified’s Mission and Future

Founded in 2017 and headquartered in Boston, Aidentified has grown significantly, raising over $30 million in funding and receiving prestigious recognition in the industry. The platform integrates professional and household data to provide financial services professionals with a comprehensive picture of their clients. This innovative approach has earned Aidentified numerous accolades, including recognition as a leading WealthTech company in the sector.

In summary, Aidentified is positioning itself for a promising future, with enhancements that not only meet the needs of a growing client base but also align with its mission of cultivating meaningful relationships for financial professionals. As the company continues to evolve, it remains committed to providing unparalleled insights and tools crucial for driving growth in the wealth management landscape.