Daily Financial Advisor Lead Lists

We offer stand alone financial advisor lead lists that you can purchase to market to prospects. Detailed, up to date information specific to financial advisors. Real-time data means you get to access and see prospect information as it happens. Stay ahead of the competition and get in front of these qualified individuals real-time.

New Executives

Mergers & Acquisitions

Recent Holding Transaction

IPO and Liquidity Events

Stock Option holding

Job Change

Want to customize further, let us know?

High Networth Individuals Database

Limiting the Wealth Advisors we serve means
better results for you




$ 40

Per Contact

Detailed Contact Information
Liquid Assets Available
Estimated Net Worth
LinkedIn Details
Geographically Targeted
Dedicated Contact
Manually Checked Data
CRM Availability
Qualified Individuals


Purchase
Weekly Pricing

Choose Weekly List Frequency


Choose this if your prospecting methods are sound, calculated but your time is limited to research prospects. Automate the process by having prospects delivered daily.

Running a successful practice takes enough time and resources. Make the most of your prospecting time and efforts.

Weekly

$700/w

20 Contacts Per week
Delivered Throughout Week
Best For Established Groups
Local & National Targets
Highly Customized To Your Connections
All Contact Information Provided

Get Started
Weekly

$900/w

40 Contacts Each Week
Delivered Throughout Week
Best For Growing Practices
Customized For Your Target Audience
Discover Opportunities Near You
All Contact Information Provided

Get Started
Weekly

$1,500/w

60 Contacts Each Week
Delivered Throughout Week
Best For Rapid Growth
Identify Target Markets
Hit AUM targets quicker
All Contact Information Provided

Get Started

daily added opportunities

avg. assets won each year

Starting Price Per Contact