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Buy Wealth Managers B2b Leads

DATABASE ID: TECH-BUY- | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 91 LLCwww.company1.comExec Name 1CEOexec1@company1.com94
00002Company 659 LLCwww.company2.comExec Name 2Founderexec2@company2.com97
00003Company 653 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com83
00004Company 475 LLCwww.company4.comExec Name 4Founderexec4@company4.com94
00005Company 82 LLCwww.company5.comExec Name 5CEOexec5@company5.com98
00006Company 398 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com92
00007Company 402 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com96
00008Company 508 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com88
00009Company 132 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com80
00010Company 546 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com88
00011Company 449 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com86
00012Company 699 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com90
00013Company 151 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com86
00014Company 393 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com94
00015Company 500 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com81
00016Company 981 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com99
00017Company 679 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com92
00018Company 146 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com93
00019Company 184 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com80
00020Company 336 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com92
00021Company 729 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com96
00022Company 156 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com84
00023Company 420 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com90
00024Company 418 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com92
00025Company 971 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com92
00026Company 289 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com91
00027Company 138 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com96
00028Company 778 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com95
00029Company 874 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com85
00030Company 342 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com83
00031Company 101 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com93
00032Company 746 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com94
00033Company 838 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com99
00034Company 697 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com89
00035Company 633 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com88
00036Company 653 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com99
00037Company 967 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com90
00038Company 424 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com93
00039Company 494 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com83
00040Company 402 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com96
00041Company 87 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com88
00042Company 918 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com85
00043Company 768 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com98
00044Company 664 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com97
00045Company 910 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com83
00046Company 622 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com92
00047Company 994 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com85
00048Company 21 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com84
00049Company 784 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com80
00050Company 496 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com96
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping wealth managers was a total pain. They hide behind RIAs, broker-dealers, and state registrations. We had to cross-reference SEC ADV filings with FINRA BrokerCheck just to get a clean list. Took us 3 months to crack the pattern, but now we pull 40k+ records without missing a beat.

The biggest issue was deduplication. Same advisor pops up under multiple CRDs. We wrote a matching algorithm that merges records by name + zip + firm, and it cut duplicates by 60%. Still not perfect, but good enough for cold outreach. If you find a dup, we'll swap it out.

We also added email verification. Not the cheap kind that checks syntax—we actually ping the mail server. That burned a lot of time, but bounce rates on this list sit under 5%. If you're using this for cold email, that's the difference between landing in inboxes and getting flagged.

Data Schema & Dictionary

Advisor Name

Full legal name of the wealth manager. Not the nickname. If you're personalizing outreach, this is the field you use to say 'Hey John' instead of 'Hey Sir/Madam'.

CRD Number

Central Registration Depository number from FINRA. This is the unique ID for the advisor. Use it to cross-check with BrokerCheck or pull their employment history. If you're doing any background vetting, this is your key.

Firm Name

The RIA or broker-dealer they're registered under. Useful for targeting firms of a certain size or niche. If you're selling compliance software or practice management tools, this tells you who's calling the shots.

Firm AUM

Assets Under Management for the firm, as reported on the SEC ADV. This is a rough proxy for how deep their pockets are. A $100M firm will spend differently than a $10B one. Use it to segment your pitch.

Phone Number

Direct line or office number. We scrape these from public records and verify they're not dead. Expect a 70% accuracy rate on the first dial—good enough for a sales team that's used to playing the numbers game.

Email Address

Verified business email. We check deliverability, so you're not burning credits on bounces. This is the field that makes your cold email campaign actually work, assuming your copy doesn't suck.

Location (City, State)

Where the advisor is physically based. Useful for regional targeting or if you're planning in-person visits. Also helps you avoid calling someone at 8am their time when they're not awake yet.

Frequently Asked Questions

How fresh is this data?
We scrape it quarterly. Wealth managers change firms a lot, so we re-run the whole pipeline every 90 days. If you find a record that's stale, tell us and we'll either update it or give you a credit. No hoops.
Can I get a sample before buying?
Yeah, send me an email and I'll give you 50 records for free. No strings. You can test them, see if they bounce, whatever. If you like what you see, we'll talk pricing. If not, no hard feelings.
Is this data GDPR compliant?
Look, these are business contacts, not consumers. We pull from public regulatory databases. That said, if you're in Europe and want to use this for cold outreach, you need to sort out your own legal basis. We're not your lawyer. The data is what it is.

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