HOME/LOCAL/DATABASE OF WEALTH MANAGERS EMAIL LIST

Database Of Wealth Managers Email List

DATABASE ID: LOCAL-DATA | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 778 LLCwww.company1.comExec Name 1CEOexec1@company1.com83
00002Company 364 LLCwww.company2.comExec Name 2Founderexec2@company2.com93
00003Company 263 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com91
00004Company 739 LLCwww.company4.comExec Name 4Founderexec4@company4.com81
00005Company 703 LLCwww.company5.comExec Name 5CEOexec5@company5.com96
00006Company 512 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com81
00007Company 501 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com85
00008Company 152 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com94
00009Company 639 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com84
00010Company 752 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com94
00011Company 311 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com98
00012Company 529 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com95
00013Company 159 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com90
00014Company 491 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com88
00015Company 561 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com90
00016Company 207 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com93
00017Company 729 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com94
00018Company 502 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com94
00019Company 494 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com94
00020Company 346 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com89
00021Company 122 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com95
00022Company 82 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com86
00023Company 517 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com97
00024Company 865 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com89
00025Company 297 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com84
00026Company 681 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com87
00027Company 197 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com88
00028Company 200 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com93
00029Company 338 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com88
00030Company 50 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com99
00031Company 850 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com97
00032Company 851 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com85
00033Company 277 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com91
00034Company 890 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com87
00035Company 472 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com84
00036Company 715 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com97
00037Company 673 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com98
00038Company 347 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com89
00039Company 523 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com91
00040Company 18 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com96
00041Company 83 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com87
00042Company 207 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com95
00043Company 258 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com89
00044Company 486 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com83
00045Company 320 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com93
00046Company 270 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com92
00047Company 875 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com88
00048Company 212 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com93
00049Company 687 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com90
00050Company 548 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com99
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping this niche was a nightmare because of the fragmented data sources. We had to parse FINRA BrokerCheck, SEC ADV filings, and a pile of state registries. The names were easy, but the emails were buried in PDFs and sometimes behind captchas. After a month of regex hell, we got a clean extraction pipeline that pulls 40k+ records monthly.

The hardest part was deduplicating the data. Wealth managers switch firms, change emails, and sometimes have the same name as their cousin. We built a fuzzy matching algorithm that checks firm, address, and phone to merge duplicates. False positive rate is under 2%. We also flag emails that look like they were generated by a bot (i.e., "jdoe@firm.com") because those bounce more.

We tried to get emails from LinkedIn, but that got us banned twice. So we pivoted to scraping the firm's own websites, press releases, and conference speaker lists. The result is a mix of direct emails and generic info@ addresses. We mark the generic ones in the schema so you can filter them out if you want. It's not perfect, but it's the best you'll get without paying $10k for a list.

Data Schema & Dictionary

first_name

First name of the wealth manager. We pulled it from the SEC ADV or FINRA. Useful for personalizing your cold emails. If it's a company name, this field is blank.

last_name

Last name. Same source as first_name. Don't assume the gender from this; we've seen 'Pat' and 'Alex' a lot.

email

Direct work email if we could find it, otherwise a generic like info@ or contact@. We flag the generic ones in the 'is_generic' field. Bounce rate is around 7% on the direct ones, 15% on the generic ones.

firm_name

The registered investment advisor (RIA) or broker-dealer they work for. This is the firm that shows up on their business card. If they're independent, it's their own company name.

firm_phone

Main phone number of the firm. We don't scrape direct lines because those are usually unpublished. If you call this, expect to go through a receptionist.

city

City of the primary office. We get this from the SEC ADV. It's the office where they're registered, not necessarily where they sit.

state

State abbreviation. Useful for regional campaigns. We have all 50 states, plus DC and Puerto Rico.

aum_millions

Assets under management in millions of USD. This is from the most recent SEC ADV filing. It's a good proxy for how big the firm is, but it's not exact because some firms have multiple offices.

is_generic

Boolean flag: TRUE if the email is a generic (info@, contact@) and FALSE if it looks like a direct email. Filter this to TRUE if you want to avoid the generic ones.

source

Where we got the email from: 'website', 'press_release', 'conference', or 'other'. This can help you prioritize which emails are more likely to be accurate.

Frequently Asked Questions

How fresh is this data?
We scrape it on the 1st of every month. If you buy it mid-month, it's still fresh. We update the file on our server and you get a new link. If an email bounces, tell us and we swap the credit. Simple.
Why are some emails generic like info@?
Because not every wealth manager publishes their direct email. We scrape what's publicly available. If they have a direct email on their site, we get it. If not, we grab the firm's generic. You can filter those out with the 'is_generic' field. Don't blame us, blame their marketing team.
Can I get a sample before buying?
Yes, we'll send you a 100-row sample for free. Just email us. But don't expect the sample to be the best rows. It's random. You want the whole thing, pay up.
What's the bounce rate?
Overall, about 7-8%. That's lower than most lists. We verify emails with a regex and a SMTP check that doesn't trigger a catch-all. But no list is perfect. If you get more than 10% bounce, we'll give you a refund for the bounces. Deal?
Do you have GDPR compliance?
We only collect public business contact info. We're not scraping personal emails. That said, if someone asks to be removed, we add them to a suppression list and you get that list with your purchase. You're responsible for how you use the data. Don't be a creep.

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