Summit Financial Taps Aidentified to Bring Next-Gen Relationship Intelligence to Advisors
Wealth Networking Intelligence™ platform equips national RIA with relationship data and insights to enhance prospecting, deepen client relationships, and accelerate growth Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announcedSummit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office-type services and optimize business growth, has added Aidentified to its wealthtech […]