Wealth Management Firms Database
A verified database of 8,820 wealth management and private banking firms across North America, including Managing Directors, Chief Investment Officers, VP of Client Services, and Wealth Advisors with verified work emails.
Fields included
Perfect For
Lead Generation
Verified decision-maker contacts for outbound SDR campaigns.
ABM Campaigns
Build precise account lists and personalise at scale.
Partnerships
Find companies for channel deals and integration partners.
Market Research
Map your total addressable market and competitive landscape.
About This Dataset
The Wealth Management Firms Database covers 8,820 verified wealth management organisations — RIAs (Registered Investment Advisors), private banks, family offices, multi-family offices, trust companies, and wirehouses with private client divisions across North America.
Every record includes the wealth management decision-maker — Managing Director, Chief Investment Officer, VP of Client Services, Wealth Advisor, or CEO — with a confirmed work email, LinkedIn URL, firm type (RIA, private bank, family office), AUM tier, minimum client threshold, and full firm profile.
Wealth management firms are distinct from the Financial Advisors database (individual advisors) and the Investment Firms database (institutional asset managers). This database specifically targets firms with holistic client wealth management mandates — covering investment, tax, estate, and financial planning in an integrated service model.
This is the right database for: portfolio management software vendors (Orion, Tamarac, Addepar), custodian platforms, alternative investment managers seeking allocator relationships, estate planning technology vendors, and compliance software companies serving the RIA market. Updated quarterly.
Sample Companies
Showing a preview full database: 8,820 verified companies
| Company | Location | Industry | Size | Country |
|---|---|---|---|---|
| BlueRiver Banking | Charlotte, NC | Banking | 201-500 | USA |
| Coastal Media Group | Los Angeles, CA | Media & Advertising | 51-200 | USA |
| NexGen IT Services | Austin, TX | Managed IT Services | 11-50 | USA |
| Heritage Hospitality | Orlando, FL | Hospitality | 201-500 | USA |
| Green Valley Foods | Chicago, IL | Food & Beverage | 51-200 | USA |
| TechVault Systems | Denver, CO | IT Infrastructure | 201-500 | USA |
| Horizon Retail Group | Dallas, TX | Retail | 51-200 | USA |
| DataBridge Analytics | Chicago, IL | Data Analytics | 11-50 | USA |
* Sample data shown for preview. Actual dataset contains 8,820 companies with full contact details.
Inside Your Dataset
Field Coverage
Industry Distribution
Decision-Maker Titles Included
Primary Contacts
Secondary Contacts
Data Sources & Freshness
Data Sourced From
- LinkedIn public profiles
- Company websites & career pages
- SEC & Companies House filings
- B2B business directories
- Job boards & press releases
Works With Your Existing Stack
CSV / Excel format imports directly into any tool, no technical setup needed.
95%+ Accuracy Guarantee
If email deliverability drops below 95% within 30 days, we replace records or issue a full refund no questions asked.
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Who Buys This Data?
Built for revenue teams who need verified, actionable B2B contacts.
Portfolio management software vendors (Orion, Addepar)
Build targeted prospect lists and hit quota faster with verified decision-maker contacts.
Alternative investment managers seeking allocator relationships
Power cold email, LinkedIn ads, and ABM programs with enriched company data.
Custodian platforms evaluating RIA channels
Run client outreach campaigns without expensive per-seat subscriptions.
Estate planning and tax technology vendors
Source passive candidates by targeting companies and roles in your niche.
How Delivery Works
From purchase to inbox in under 2 hours.
Choose your volume and complete checkout one-time payment.
Team pulls verified records matching your filters and runs QA.
Receive CSV / Excel directly in your inbox within 2 hours.
Import into your CRM, email tool, or spreadsheet right away.
Data Methodology
- SEC RIA IARD database cross-reference
- FINRA BrokerCheck enrichment
- Email ping validation
- Quarterly refresh
Common Tech Stack in This Dataset
Firmographic vs Competitors
See why teams switch from expensive subscriptions to a one-time data purchase.
| Platform | Starting Price | Pricing Model | Annual Cost | Firmographic |
|---|---|---|---|---|
| ZoomInfo | $14,995/yr | Annual contract, per-seat license billed upfront, auto-renews | ~$14,995–$50,000+/yr | $199 one-time · no renewal No seat limits No credit system Own data forever Cancel anytime (nothing to cancel) Full CSV ownership |
| Apollo.io | $49/seat/mo | Monthly credits each email export costs credits, unused credits expire | ~$588–$2,400+/yr per seat | |
| Lusha | $22.45/seat/mo | Credit-based monthly plan limited reveals per month, upgrades costly | ~$269–$1,200+/yr per seat | |
| UpLead | $74/seat/mo | Monthly subscription + credit limits data access stops if you cancel | ~$888–$3,600+/yr per seat |
Competitor pricing sourced from public pricing pages. Actual costs may vary by contract size and negotiation.
What Our Customers Say
Switched from ZoomInfo and cut our data spend by 80%. Same quality contacts, no seat limits.
We identified 300 new enterprise accounts we'd never heard of. Pipeline doubled within two months.
Reached 5,000 decision-makers in week one. No other platform offers this at this price.
Used it to enrich our CRM filled in 60% of missing fields. Clean data and fast delivery.
We booked 34 demos in the first month. The accuracy is genuinely impressive almost no bounces.
Our ABM campaigns finally have the targeting they need. Data quality consistently above 95%.
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