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.
Colums Number Percentage
Firms w/ AUM Present: 2,732 39.84%
Firms w/ Website Available: 6,852 99.91%
Firms w Investment Preferences Present: 408 5.95%
Contacts w/ Email Address: 6,858 100.00%
Contacts w/Phone Number: 6,831 99.61%
Contacts w/ LinkedIn Profile 6,412 93.50%
Total Number of Contacts: 6,858 100.00%
Total Number of Email Addresses: 13,009 189.69%
Total Number of Firms: 6,858 100%
Cells: 134,356 100%
What’s Included?
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
About Company
New Office

Additional information