Verified Contact Data for Investment Professionals
Find the people who run each firm: portfolio managers, chief investment officers, chief compliance officers, operations leads and the roles in between. Look up their email and phone number when you are ready to reach out, and push them to HubSpot.
Database Coverage
Wealthmetrica's contact database spans the full spectrum of the US wealth management and investment industry, covering professionals at registered investment advisers, family offices and related financial services firms.
Coverage includes front-office roles like portfolio managers, financial advisors, and relationship managers, as well as back-office and executive roles including chief compliance officers, chief investment officers, operations directors, and managing partners. Coverage grows as new filings reveal personnel changes and as job roles are added from professional profiles and commercial B2B data providers.
What's in Each Contact Profile
Every contact profile includes the professional's name, current title and firm, with their SEC and FINRA registration records where they have them. Email addresses, mobile numbers and LinkedIn profiles are looked up on demand, so you only spend lookups on the people you plan to contact.
Contact profiles are linked to their firm's full profile, so you can view a person in the context of their organization: the firm's AUM, custodians, Alts-readiness signals and recent filings. That context helps you write relevant outreach rather than generic cold messages.
Verification and Data Quality
People at registered firms come from public SEC and FINRA registration records, and people who leave a firm are removed when they drop out of those records. Job roles and contact details are added from professional profiles and commercial B2B data providers, and only verified contacts are shown by default.
When professionals move between firms, a common occurrence in the advisory industry, the change shows up in their registration records and the contact is updated as those records refresh. See our Methodology page for how contacts are sourced.
Search, Lists and HubSpot Export
Find contacts by title, firm, location or their firm's AUM. Combine filters to build targeted prospect lists: for example, all chief investment officers at RIAs with over $1 billion in AUM in California.
Push selected contacts and their firms straight to HubSpot, with an optional email and phone lookup first. Contacts are matched on email, so a re-export updates records rather than duplicating them. Salesforce export works with a manual configuration for orgs with API access, and any list can be downloaded as CSV. Build and save separate lists for different campaigns or territories.
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