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
List Pricing

Choose List Frequency


Build around your prospecting and only pay for what you have time for. Get them delivered to you every morning before you get into the office.

Monthly

$120/m

100 Contacts Per Month
You Pick Delivery Time
Best For Established Groups
Local & National Targets
Highly Customized To Your Connections
All Contact Information Provided

Get Started
Weekly

$140/m

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

Get Started
Daily

$200/m

20 Contacts Every Day
Delivered every morning
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