Finance Email Lists

Finance professionals including accountants, CPAs, financial planners, investment advisors, and insurance providers across the United States.

684,017+
Verified Professional Contacts
754,210
monthly searches
4
Professional Categories

Professional Categories

Accounting

Accountants and CPAs

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contacts
103,083
monthly searches
93,210
Average Income
$85K+ median for accounting professionals

Advisory

Financial planners and investment services

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contacts
271,440
monthly searches
77,000
Average Income
$95K+ median for planners and advisors

Insurance

Insurance agencies and brokers

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contacts
251,066
monthly searches
83,000
Average Income
$75K+ median for insurance professionals

Banking

Business banking and related services

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contacts
58,428
monthly searches
501,000
Average Income
$80K+ median for banking professionals

Industry Overview

The finance sector spans accounting, planning, investment services, banking, and insurance providers serving businesses and individuals.

Market Size

Finance is a multi-trillion-dollar market with nationwide coverage across accounting, advisory, banking, and insurance.

Growth Trends & Opportunities

  • Digital transformation in advisory and banking services
  • Increased demand for risk management and compliance
  • Growth in insurance and investment advisory for SMBs

Bulk Marketing Opportunities

  • Accounting and tax software for firms
  • Wealth management and advisory platforms
  • Insurance technology and distribution tools
  • Payments and business banking solutions

Cross-Selling Opportunities

  • Accountants and CPAs partnering with planners and advisors
  • Insurance providers collaborating with financial planners
  • Banking services cross-selling advisory and insurance

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Industry Pain Points

  • •Regulatory compliance and risk management
  • •Client acquisition and retention in competitive markets
  • •Digital infrastructure for advisory and back-office

Best Contact Seasons

Q1 and Q4 for planning and tax cycles.

Decision Makers

Partners, principals, advisors, and firm owners.

Budget Indicators

  • ✓Hiring or expanding practice areas
  • ✓Investments in compliance and technology
  • ✓Growth in client assets under management