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Unlocking Opportunity in the Great Wealth Transfer 

How Aidentified Uses Veritas’s Mortality Data to Help Advisors Retain Clients and Capture New Assets 

Overview 

Aidentified, the leading wealth network intelligence platform, is transforming the way financial advisors engage with clients during life’s most pivotal moments. By integrating Veritas’s mortality data into their platform, Aidentified has created a groundbreaking Potential Wealth Transfer Trigger that identifies imminent wealth transfer events—enabling advisors to act with timely empathy and strategic insight. 

The Challenge 

The financial advisory industry is facing a double-edged sword: fee compression, commoditization of services, and rising client expectations on one hand—and on the other, an unprecedented opportunity in the form of the Great Wealth Transfer. According to Cerulli Associates, by the year 2045, Baby Boomers are expected to pass down $84 trillion to younger generations. Many of these heirs have different expectations about wealth management and, in up to 90% of cases, will replace their family’s legacy advisor upon receiving their inheritance. This shift presents both a serious retention risk for entrenched advisors, as well as a major opportunity for upstarts.  

The Solution: Data-Driven Wealth Triggers 

To address this challenge, Aidentified has developed the Potential Wealth Transfer Trigger, a proprietary service that alerts advisors when a wealth transfer may be imminent. This solution combines Veritas’s up-to-date death records with Aidentified’s relationship graph, 360° consumer profiles, and wealth modeling to: 

• Identify when a wealth transfer is likely to occur. 

• Estimate the potential amount of transferred assets. 

• Surface potential heirs in real time, based on relationship intelligence and modeled financial profiles. 

This solution gives advisors a timely opportunity to reach out, offer guidance, and help prevent poor financial choices from compounding an already difficult transition.  

Results 

Since launching in March 2025, Aidentified’s Potential Wealth Transfer Trigger has identified over $72 billion in potential wealth transfers across 4 million+ historical and recent events. Each of these signals represents a key opportunity for advisors to either retain assets at risk or introduce their services to newly wealthy individuals navigating difficult transitions. 

Why Veritas? 

Veritas’s mortality data plays a dual role in powering this solution: 

1. Data Integrity – Ensures Aidentified’s massive database of 250M+ consumer and 75M+ professional profiles does not include deceased individuals, helping advisors avoid awkward or inappropriate outreach. 

2. Trigger Intelligence – Enables precise, timely recognition of death events to power innovative solutions like the Potential Wealth Transfer Trigger. 

“Whether this wealth transfer becomes a threat or a turning point for advisors may come down to one thing: better data,” says Stephen Marshall, CFA, Chief Product Officer at Aidentified. “With Veritas, we’re not just reacting to change—we’re helping our clients get ahead of it.” 

Looking Ahead 

Aidentified sees its wealth transfer trigger as a category-defining innovation that bridges compassion with competitive advantage. Future developments will focus on refining predictive models, incorporating behavioral signals from heirs, and continuing to empower advisors with meaningful, relationship-based intelligence at scale. 

About Aidentified 
Aidentified is the premier wealth network intelligence platform used by leading financial institutions, wealth managers, and enterprise sales teams. The company specializes in uncovering hidden opportunities through best-in-class data, proprietary relationship mapping, and real-time wealth triggers. 

About Veritas Data Research 
Veritas provides the most comprehensive, current, and accurate mortality data in the United States, helping our clients make smarter, more sensitive decisions grounded in real-world data.