Get the latest database of more than 400,000 top financial planners, and private banking professionals in the United States of America. Our database is complete with the latest contact information such as email ID, contact phone number, official address, Scope of works, specialisation and areas of operation.
Financial planning is an integral service that is required for all people. Get the latest database of private banking and financial planning professionals in USA. With our datasets, you can easily contact the important and experienced personnel in the industry.
Our B2B Data Quest data professionals have a long experience in data collection and we constantly verify the database for errors and new additions. You can safely buy our database without any worries, as we provide a guarantee. We guarantee at least 90% of the entries in the database will be current and operational. With the phone numbers and email IDs of the top officials, C-level officers, managers and other advisors in the financial planning offices, you can grow your business today.
What fields are available in the database?
All of the following fields are available in the database you purchase – First Name, Last Name, Title, Company, Direct Email (not generic), Address, City, State, Zip Code, Phone, Employee Size, Revenue, Ownership, SIC Code, Industry, Sub-Industry, Website URL.
Can I customize the leads further?
Yes, you can further customize all the available databases with us using the following filters –
1. By Industry
2. By Title
3. By Geography (City, State, Zip Code, Country)
4. By Employee Size
5. By Revenue of the company
6. By Ownership type (Private/Public/Non-Profit)
How do I order leads with further customization?
If you’re looking for leads with additional customization, please use the following form to submit your requirement. Click here to fill up the Form
What accuracy do you assure on the leads?
We assure 90-93% accuracy on the leads we supply.
What format will I receive the file?
The file is normally sent in Excel format, we can also send you CSV, Txt or MDB format.
What is your return policy?
We offer 45 days replacement validity for all invalid leads. Replacement of new leads is given for every invalid lead reported within 45 days from purchase.
How long will it take to receive the file after placing the order?
We require 24-48 hrs for delivery of leads after the order is placed. Once order is placed a personal account manager is assigned for you who will keep you updated on the delivery schedule?
Why does it take so long for the delivery?
Even though our data is verified and updated on a regular basis, it is hard to keep them 100% accurate. So as a policy we do a final round of verification and email testing after the order is received, this ensures you get a clean file for your requirement.