SKU: FOD004 Category: Tag:
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.


What is included in this database?

No office was included that did not have at least an email or phone number.
Columns Number Percentage
Firms w/ AUM Present: 2,578 67.40%
Firms w/ Website Available: 3,812 99.66%
Firms w Investment Preferences Present: 232 6.07%
Contacts w/ Email Address: 3,817 99.79%
Contacts w/Phone Number: 3,817 99.79%
Contacts w/ LinkedIn Profile 3,339 87.29%
Total Number of Contacts: 3,825 100.00%
Total Number of Email Addresses: 6,609 172.78%
Total Number of Firms: 3,825 100%
Cells: 60,020 100%
What’s Included?
# of Firms
Firm Name
Contact First Name
Contact Last Name
Contact Title/Position
Phone Number
Fax Number
Personal Email Address
Company Email Address
Company Street Address
State/ Province
Postal/Zip Code
LinkedIn Profile
Company’s Areas of Investments/Interest
Year Founded
Secondary Email
Additional Company/Contact Information
New Office

Additional information