Aidentified Enhances Platform and Pricing, Appoints Dan Cavanaugh

Aidentified, Inc., the leader in Wealth Networking Intelligence™, has announced key product enhancements, a flexible new subscription pricing model, and the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates signal a new phase of growth as Aidentified continues to serve financial professionals and institutions across the U.S. Launched in 2019, the company has raised over $30 million in funding, including a strategic investment from FactSet in 2023, while staying true to its mission of enabling sustainable, high-value client relationships in the financial services industry.

Enhancements and Strategic Moves

1. New Pricing Tiers for Broader Accessibility

• Professional Tier:
  • Ideal for solo advisors and small teams.
  • Includes core Wealth Networking Intelligence™ features.
  • Offers 2,000 credits for premium data and Wealth Triggers™.
• Premium Tier:
  • Designed for enterprise users and advanced teams.
  • Includes all Professional features.
  • Adds enhanced access to premium data, advanced search tools, and additional Wealth Triggers™.
• These tiered options empower users to scale their access and derive greater value at reduced costs.

2. Revamped User Experience

• Platform redesign improves both look and functionality.
• Enhanced workflows support faster movement from prospect discovery to client engagement.
• Designed for insight-driven navigation, streamlining tasks for financial professionals.

3. Strategic Leadership Appointment: Dan Cavanaugh

• Appointed as Head of Wealth Management to steer Aidentified’s next phase of expansion.
• Brings over 25 years of experience in financial software and technology.
• Formerly led Products and Services for Data & Analytics Solutions at BNY, including oversight of Eagle Investment Systems.
• Will lead product delivery and client engagement strategy for wealth management solutions.

Leadership Synergy and Expertise

• Stephen Marshall, CFA, Chief Product Officer, joined in 2022 and has driven Aidentified’s product vision.
• His background includes major roles at BNY and State Street Corporation in data, software, and investment management.
• Dan Cavanaugh’s appointment adds complementary strength in product execution and industry alignment.

Co-CEO Tom Rauker’s Statement:

“Dan’s deep industry expertise and product-first mindset make him a tremendous asset as we continue to expand our footprint in the wealth space. His leadership will be key as we further innovate to serve the evolving needs of financial professionals.”

Aidentified’s latest enhancements reflect its commitment to innovation and growth in wealth networking intelligence. With redesigned workflows, tailored pricing, and seasoned leadership, the platform is well-positioned to support financial professionals in deepening client relationships and achieving scalable success. As the firm strengthens its strategic direction, Aidentified continues to offer differentiated value through technology, data, and human expertise.

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