Reach active investors across stocks, bonds, mutual funds, real estate, and alternative investments. Segmented by portfolio size, investment activity, and risk profile.
Our investor lead lists span the full spectrum of investment activity — from retail stock and mutual fund investors to high-net-worth alternative investment buyers. We source from brokerage databases, investment survey respondents, financial publication subscribers, and investment seminar attendees. Target investors by what they own, what they're interested in, and how much they invest.
Narrow your list to exactly the right audience. Common selects include:
Stocks, bonds, mutual funds, ETFs, alternatives
$50K, $100K, $250K, $500K, $1M+ portfolios
Conservative, moderate, aggressive investors
Active traders, recent survey respondents
National, state, metro area targeting
Age, income, occupation, retirement status
RIAs and advisors building prospect pipelines of active investors matching their ideal client profile.
Brokerage firms and trading platforms targeting self-directed investors by trading activity and portfolio size.
Investment newsletters, research services, and financial media acquiring subscribers from active investor audiences.
USPS-ready postal addresses, NCOA/CASS processed for maximum deliverability.
Verified email addresses with opt-in status for CAN-SPAM compliant campaigns.
Phone numbers scrubbed against DNC registries for outbound calling campaigns.
Matched records for Custom Audiences on Meta, Google, LinkedIn, and programmatic platforms.
Get free counts of investors matching your criteria — by portfolio size, asset class, and geography.