📞 (407) 923-1715 · benjamin@leadharmonics.com
High Net Worth Data

Accredited Investor Leads

Reach SEC-qualified accredited investors for private placements, Reg D offerings, and alternative investments. Verified by income, net worth, and investment activity.

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What Are Accredited Investor Leads?

Accredited investors are individuals or entities that meet SEC income or net worth thresholds — $200K+ annual income ($300K joint) or $1M+ net worth excluding primary residence. Our accredited investor lists are sourced from verified financial databases, investment activity records, and self-certified investor surveys. These are the people actively seeking private investment opportunities.

Available Selects & Filters

Narrow your list to exactly the right audience. Common selects include:

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Net Worth

$1M, $2.5M, $5M, $10M+ thresholds

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Investment Activity

Active traders, alternative investment buyers

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Geography

State, ZIP, metro, radius targeting

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Demographics

Age, gender, marital status, homeowner

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Occupation

Business owners, executives, professionals

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Recency

Recent investment activity or survey response

Who Uses Accredited Investor Leads?

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Private Placement Offerings

Reg D 506(b) and 506(c) issuers targeting qualified investors for real estate, energy, and fund offerings.

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Alternative Investment Funds

Hedge funds, venture capital, and PE firms building their investor pipeline with verified accredited contacts.

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Real Estate Syndications

Sponsors raising capital for multifamily, commercial, and development projects from qualified investors.

Available Channels

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Direct Mail

USPS-ready postal addresses, NCOA/CASS processed for maximum deliverability.

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Email

Verified email addresses with opt-in status for CAN-SPAM compliant campaigns.

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Telemarketing

Phone numbers scrubbed against DNC registries for outbound calling campaigns.

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Digital / Programmatic

Matched records for Custom Audiences on Meta, Google, LinkedIn, and programmatic platforms.

Frequently Asked Questions

How are accredited investors verified?+
Our data sources verify investors through income documentation, net worth attestation, professional certifications (Series 7/65/82), and self-certification surveys. We source from established financial data compilers.
Can I target investors by investment interest?+
Yes. We can filter by interest areas including real estate, oil & gas, precious metals, private equity, venture capital, and other alternative investment categories.
What is the minimum order for accredited investor lists?+
Minimums vary by data source but typically start at 1,000–5,000 records. Contact us for specific counts and pricing for your target criteria.
Are these leads compliant for Reg D solicitation?+
Our lists provide contact data for marketing purposes. Compliance with SEC regulations (including 506(b) vs 506(c) requirements) is the responsibility of the issuer and their legal counsel.

Ready to reach accredited investors?

Get free record counts for your target criteria — by net worth, geography, investment interest, and more.

Get Free Counts → 📞 (407) 923-1715
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