Home / Email lists / Investment service

Sample rows

10 of the 1,451 rows. Emails and phone numbers are masked here; the CSV has them in full.

What is in this investment service email list?

This is a file of 1,451 Google Maps listings in the Investment service category, counted on 9 November 2026. A row is a business that offers investing help from a storefront or office: a registered investment advisor, a brokerage branch, a wealth management group, a retirement plan provider or an independent investment shop. One listing is one row.

A total of 1,016 rows have an email address that appears on the business's own website, one per business. Phone numbers appear on 1,416 rows and a website on 1,239.

Of the 1,016 emails, 501 are named-person addresses and 501 are role addresses such as info@. One is on a free-mail domain, which is rare here, since investment firms generally use their own domain. Every row has the category Investment service.

How can you segment the file?

Filtering happens in Excel or Google Sheets, on the CSV columns.

With a single category and no chain data in the file, the business name is your main sorting key. Look for words such as wealth, capital, advisors, retirement, financial group and securities. They separate firms that manage assets from firms that sell plans, and a surname-only name tells you it is a small firm built around one person.

The state and city columns give you the geography. Investment firms in the file cluster differently than most local businesses. Columbus, Ohio, has 26 listings, more than any other city, and Metairie, Louisiana, has 18. A seller who works regionally may find an untapped metro there.

Email type splits the 1,016 addresses evenly. Because it is 501 against 501, you can send two versions of a note: one to the person who runs the firm and one to the firm's inbox.

• Business name keyword: wealth, capital, retirement, advisors, securities.
• State and city: regional seminars, local partnerships, field sales.
• Email type: 501 named-person against 501 role addresses.
• Website: 1,239 rows, to check a firm's offering before writing.

Who buys an investment service email list?

Sellers to investment firms are mostly financial technology and compliance providers. Portfolio management and reporting software vendors pitch advisors who manage client accounts. Custodians and brokerage platforms look for independent firms that need a place to hold client assets. Compliance consultants and archiving services sell to firms that must keep records of client contact and trades.

Marketing agencies that build websites and seminar programs for advisors reach out as well. Retirement plan recordkeepers and third-party administrators look for firms that advise small employers on plans. Professional liability and cyber insurance brokers pitch investment firms. Research and data vendors sell market data and model portfolios.

Trust companies, tax preparers and estate planners look for referral partners among investment firms in their own city.

How do you run outreach to investment firms?

Small investment firms are run by a principal who is also the person who manages clients, so time is tight. A direct note to the principal should say what you provide in one line and why it fits a firm that size.

The 501 named-person addresses are the way to reach that principal. The 501 role addresses go to an operations person or a client service assistant who sorts vendor mail. Ask that person to route your message, and say clearly what area it concerns, such as reporting, custody or compliance.

Do not rely on volume. With 1,016 emails in the whole file, each message should be tailored to a firm you looked at. Read the website, find what the firm advertises, and mention it. A retirement-focused firm cares about different tools than a trading-focused one.

Phone numbers cover nearly every row, which means a mixed approach of email and a follow-up call makes sense for an offer with a high price. Dedupe by website and send in small groups.

What email rules apply when you contact investment firms?

Your messages must carry the physical mailing address of your company and a simple opt-out mechanism, and an investment firm's operations contact who receives an opt-out request must be taken off your list at once.

Which states and cities should you start with?

California is the largest state with 186 listings and 130 emails, a stronger email yield than any other state in the top ten. Ohio follows with 83 listings and 51 emails, Texas has 76 and 20, Florida 73 and 51, New York 66 and 46. Illinois (58 listings), New Jersey (43) and Georgia (42) have no emails at all, and Minnesota has 44 listings with 13. North Carolina has 43 listings and 30 emails.

By city, Columbus has 26 listings, San Francisco 23, New York 21, Metairie 18, Los Angeles 16, Chicago 14, San Diego and Houston 12 each, Atlanta 11 and Charlotte 10.

For email, California carries the file. The Bay Area and Southern California together account for several of the top cities. States with zero emails still have listings you can call.

What is in the list

Source: ProfessionLens, November 2026. Counted 9 November 2026.

Questions

Related email lists

All 1497 email lists

Source: ProfessionLens, November 2026. Counted 9 November 2026.

We pull the data fresh for every order. The share of businesses with an email address varies by niche.