Type of Leads:
87,000 Financial Advisor Decision Makers
Includes:
• CEOs
• Founders
• Managing Directors
• Partners
• Wealth Managers
• Senior Executives (CXO level)
Coverage: Financial advisory firms, wealth management companies, and investment advisors across multiple regions
Price:
$229 + SWAPD Fees
Description:
High-quality B2B dataset of 87,000 financial advisor decision makers, built for targeted outreach into the wealth management and advisory space.
This dataset combines personal, professional, and firm-level data, making it ideal for campaigns aimed at high-income professionals and client-facing financial firms.
Well suited for both productized offers and high-ticket services where targeting accuracy is critical.
What’s Included (CSV Fields):
Contact Data
• First & last name
• Job title + job history
• Seniority level
• Department
• LinkedIn profile URL
• Business emails (verified + hashed)
• Personal emails (where available)
• Direct phone numbers
• Mobile numbers (with DNC flags)
Company Data
• Company name + domain
• Industry classification
• NAICS & SIC codes
• Company description
• colleague count
• Revenue data
• Company LinkedIn
• Company phone
• Company address (city, state, ZIP)
Personal & Demographic Data
• Age range
• Gender
• Income range
• Net worth (where available)
• Education history
• Interests and skills
• Homeownership status
• Marital status
Additional Data Points
• Social profiles (LinkedIn, Facebook, Twitter)
• Years of experience (inferred)
• Skiptrace data (address, phone enrichment, match score, credit indicators)
• Email verification status
• DNC flags for compliance filtering
• Unique IDs for easy data handling
Lead Profile Highlights:
• Financial advisory and wealth management firms only
• Senior-level, client-facing decision makers
• High-income and high-net-worth profiles
• Strong segmentation options (AUM proxies, firm size, geography, role)
• Large dataset (87k records)
• Clean, structured, and ready to use
Ideal For:
• SaaS companies targeting financial advisors
• Marketing and lead generation agencies
• Compliance and fintech platforms
• Insurance and financial product providers
• Investment platforms
• Coaching and consulting services for advisors
• High-ticket B2B service providers
Delivered in clean CSV format, compatible with all major CRMs and outbound tools.
DM for sample rows or segmentation requests.