PR Newswire
Aidentified, the leading Wealth Networking Intelligence platform, announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates mark a major milestone in the company’s evolution as it continues to scale in support of financial professionals and institutions nationwide.
Since its launch in 2019, Aidentified has steadily expanded its market footprint, enhanced its technology platform, and grown its customer base across the financial services sector. To date, the company has raised over $30 million in funding, including a strategic investment from FactSet in 2023. Amid rapid growth and evolving market dynamics, Aidentified remains focused on its core mission: helping financial professionals identify and build sustainable, high-value client relationships.
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More Value, Greater Flexibility: New Pricing Tiers
Aidentified’s updated pricing structure provides greater flexibility to meet the unique needs of advisors and institutions of all sizes:
- Professional Tier: Designed for solo practitioners or small teams, this plan includes access to Aidentified’s essential Wealth Networking Intelligence™ tools, along with 2,000 credits that users can apply toward premium data attributes and Wealth Triggers™.
- Premium Tier: Built for advanced users and enterprise teams, this plan offers all Professional features plus expanded access to premium data, additional Wealth Triggers™, and advanced search capabilities.
These new pricing models empower users to tailor their experience and scale intelligently, delivering more value at a lower cost.
A Sleeker, Smarter User Experience
Aidentified’s redesigned platform goes beyond aesthetics to deliver a more intuitive, insight-driven experience. Strategic updates to the UI and workflow enable financial professionals to move more efficiently from discovery to engagement, ultimately driving stronger relationships and better outcomes for their clients.
Dan Cavanaugh Joins as Head of Wealth Management
To help lead its next phase of growth, Aidentified has appointed Dan Cavanaugh as Head of Wealth Management. Cavanaugh brings more than 25 years of experience in software and financial services technology, delivering client-focused solutions to top global wealth and asset management firms.
His appointment complements the deep expertise of Stephen Marshall, CFA, Aidentified’s Chief Product Officer. Marshall joined the company in 2022, with over two decades of experience across data and analytics, software development, and investment management at institutions including BNY and State Street Corporation, to drive its overall product vision and strategy.
Prior to joining Aidentified, Mr. Cavanaugh served as Head of Products and Services for Data & Analytics Solutions at BNY, a portfolio of technology and data assets including Eagle Investment Systems. In his new role, he will lead product delivery and strategic expansion within the wealth management segment, working closely with clients to unlock the full value of Aidentified’s platform, positioning data and technology as core differentiators driving growth.
“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,” said Tom Rauker, Co-CEO of Aidentified. “His leadership will be key as we further innovate to serve the evolving needs of financial professionals.”
Mr. Cavanaugh holds a Bachelor of Science in Accounting from Binghamton University and is a Certified Public Accountant. He resides in Shrewsbury, Massachusetts.
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