All of your targeted leads condensed into one excel spreadsheet. Contact them via email, phone, direct mail, or even connect on LinkedIn
RIA's work with dozens, hundreds, or even thousands of individuals, accredited investors, and institutions. If you tap into a producer, he can send you large allocations of capital
Our lists were compiled from our staff which visited each website to pull accurate information. If we could not get an RIA's personal email address (versus Info@), they weren't included in the database
Easily meet your AUM goals. Again, RIA's are the largest untapped pocket of capital in the investment community. Get out there and talk to them. If your product or service is good you will attract business from this group
All independent RIA's that can be segmented by size, state, or title
Reach investors that WANT to hear from you. It's an RIA's duty to screen new investments for their clients