Finance Mailing List

With finance mailing lists, you can connect with decision-makers at financial companies throughout the United States. Whether you’re trying to reach independent financial planners or the CEO of an investment firm, our mailing lists have the data you need for a successful direct marketing campaign.

What’s included in this mailing list?

Once you’ve made your selections, you can download a CSV file, which opens in Excel or Google Sheets. At your request, we can also convert the CSV file into a mailing label format in PDF. It includes the following fields:

  • Contact Name
  • Contact Title
  • Business Name
  • Street Address
  • City
  • State
  • Zip
  • Other fields (if selected, see below)

How can I narrow down my mailing list?

First, you’ll choose the types of businesses you’d like to include using standard industry codes (SIC). You can search by code or description. For example:

  • 738909 – Financial services for businesses
  • 87410102 – Financial management for business
  • 87429908 – Financial consultant
  • 6282 – Investment Advice

Second, you’ll choose from the options below. If you don’t see what you’re looking for on our self-service list building tool, contact a List Specialist. We draw from multiple sources and can help you create a list that’s tailored to your needs.

  • Number of Employees
  • Annual Sales
  • Years in Business
  • Public Company (Y/N)
  • Website (Has one or not)
  • Franchise (Y/N)
  • Chain (Y/N)
  • Women-Owned (Y/N)

Can I target a specific area?

Yes. You can create a list with addresses in all the United States, by zip code, city, county, or state. You can also target a radius around an address.

Will there be a financial professional contact for every listing?

Yes, you can narrow your list down to exclude companies without a contact. You can also specify titles such as Brokers, Financial Analysts, or Investment Advisors.

Who could use a financial mailing list?

The following types of businesses may find a finance mailing list useful in building and cultivating leads:

  • Finance Software Solutions
  • Data and Analytics
  • Accounting
  • HR Solutions
  • Digital Marketing

Ready to build your mailing list?

Click the button below to build your own list in minutes!

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