HOME/TECH/DATABASE OF WEALTH MANAGERS B2B LEADS

Database Of Wealth Managers B2b Leads

DATABASE ID: TECH-DATA | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 406 LLCwww.company1.comExec Name 1CEOexec1@company1.com81
00002Company 574 LLCwww.company2.comExec Name 2Founderexec2@company2.com93
00003Company 191 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com88
00004Company 836 LLCwww.company4.comExec Name 4Founderexec4@company4.com96
00005Company 247 LLCwww.company5.comExec Name 5CEOexec5@company5.com95
00006Company 429 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com84
00007Company 63 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com87
00008Company 833 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com97
00009Company 272 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com98
00010Company 593 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com93
00011Company 415 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com80
00012Company 255 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com81
00013Company 135 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com99
00014Company 285 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com90
00015Company 532 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com91
00016Company 490 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com96
00017Company 345 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com81
00018Company 805 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com82
00019Company 273 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com97
00020Company 908 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com97
00021Company 358 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com91
00022Company 805 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com92
00023Company 127 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com93
00024Company 479 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com95
00025Company 410 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com82
00026Company 125 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com89
00027Company 65 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com81
00028Company 554 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com89
00029Company 726 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com85
00030Company 654 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com88
00031Company 805 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com96
00032Company 837 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com95
00033Company 764 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com84
00034Company 3 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com91
00035Company 196 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com82
00036Company 672 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com89
00037Company 811 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com96
00038Company 261 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com95
00039Company 609 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com81
00040Company 380 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com97
00041Company 98 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com83
00042Company 207 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com80
00043Company 448 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com86
00044Company 804 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com85
00045Company 482 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com81
00046Company 214 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com83
00047Company 427 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com87
00048Company 727 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com81
00049Company 653 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com80
00050Company 361 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com98
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping wealth manager data is a pain in the ass. Most firms hide behind RIA registries and SEC filings, but we finally cracked the pattern. We pull from ADV forms, state registrations, and a few private sources. The result? A clean list of 40k+ advisors with AUM, compliance history, and contact info. No more guessing who's legit.

We deduplicate by CRD number. That's the golden key. Every rep gets a unique ID, so no double counting when they move firms. We also flag inactive registrations within 90 days. You don't want to pitch a guy who's been suspended. It's raw, but it's real. If you need a list, this is the one.

The hard part wasn't the scraping—it was the cleaning. Wealth managers change emails like underwear. We built a verification pipeline that pings every address with a zero-reply email. Bounce rate is under 3%. That took months. But now you can download a CSV and start dialing. No more wasted time on dead leads.

Data Schema & Dictionary

CRD Number

The unique identifier from FINRA. Every registered advisor has one. Use it to cross-reference with BrokerCheck. If a rep doesn't have a CRD, they're not a real wealth manager.

AUM (Assets Under Management)

Reported in millions. This tells you if the guy is a whale or a minnow. Filter for >$100M if you want serious prospects. Don't waste time on $5M advisors.

Compliance Flag

A binary flag (Y/N) indicating any regulatory action or disclosure on their record. You don't want to pitch someone with a fraud suit. It's a red flag, and it's a waste of your time.

Email

Direct or firm email. We verify these with a zero-reply SMTP check. Bounce rate is under 3%. If it bounces, we'll swap it. No excuses.

Phone Number

Direct office line or mobile. We don't guarantee mobile, but 60% are direct. You'll get an answer, not a receptionist.

Firm Name

The legal entity they're registered under. Useful for account-based marketing. Sometimes it's a big RIA, sometimes a solo shop. You decide.

Frequently Asked Questions

How fresh is this data?
We scrape it on the 1st of every month. If a record bounces or you find a bad number, tell us within 30 days and we'll swap the credit. Simple. No endless back-and-forth.
Do you include email addresses?
Yes, but not every record has an email. About 85% do. We verify them, so the bounce rate is low. If you need 100% email coverage, you'll have to pay extra for enrichment. That's a different product.
Can I get a sample before buying?
Sure. We'll give you 50 random records for free. No credit card, no bullshit. Just email us and we'll send a CSV. You can check the quality yourself.

Related Tech Datasets

buy b2b leadsbuy b2b sales leadsbuy b2b email leadsb2b buy leads in indiab2b lead listbest b2b lead list companieslist of b2b lead generation companies in punebest b2b lead list company