Affluent Investor Leads List

Free lead special, Call today! 561-208-6060

Free Lead Specials……561-208-6060

Quality leads….. Reasonably Priced

1,500 leads at 18¢ = $270.00 3,000 leads at 11¢ = $330.00
5,000 leads at 9.5¢ = $475.00 10,000 leads at 7¢ = $700.00

Have any questions……….

Give us a call!


Affluent Investor leads that are new, fresh and qualified.

All of our affluent investor leads are fresh, current and come with a 100% satisfaction guarantee for quality and accuracy.

Have questions? Want more info?

Call us now with no obligation! Tel. 561-208-6060
click here for a FREE QUOTE.
To place your ORDER ONLINE click here

FTC compliant:

All investor leads are FTC compliant and have been scrubbed against the national FTC do not call list.

FTC Compliant Investor Lead Lists


We get new investor names in monthly and give a 180-day exclusive on each lead. We guarantee 100% that the leads are clean and “unhammered”.


As a small company with low overhead, we are able to provide you with highly-qualified investors at very competitive prices. If you find a lower price, please let us know. We will beat any advertised price, just ask!

Residential Leads:

  • 1,500 leads at 18¢ = $270.00
  • 3,000 leads at 11¢ = $330.00
  • 5,000 leads at 9.5¢ = $475.00
  • 10,000 leads at 7¢ = $700.00

Business Leads:

  • 1,500 leads at 18¢ = $270.00
  • 3,000 leads at 11¢ = $330.00
  • 5,000 leads at 9.5¢ = $475.00
  • 10,000 leads at 7¢ = $700.00

Media Pricing:

$10 per disc for CD-Rom, 3,5″ floppy, Zip Disk 1 cent per lead for 3″ x 4″ cards $5 per 500 mailing labels (ie. 2000 leads = $20.00)

Any selects (like city, zip, scf, area codes, counties) add 3 cents per record.

Pricing example:
2000 leads in your county/zip code/area code would cost you 18+3=21 cents a piece, 2000 X 21 cents = $420.00

100% satisfaction guaranteed

Our leads are continuously cleaned and updated monthly in order to provide our clients with the cleanest, most accurate information possible on each investor. All of our investor leads are guaranteed to be 100% accurate. We will replace any record that is in error. 100% SATISFACTION GUARANTEED


Below are some of the formats available. If you need something specific, contact us. We can provide any format needed. You can receive your leads within 1 hour via email. Typical file formats are Adobe Acrobat (12 or 24 records per page, .pdf), Microsoft Excel (.xls), ASCII comma delimited (.cvs or .txt). Click each underlined format to see a sample.

    • e-mail (receive your leads within 1 hour)- No Charge
    • 3.5″ diskette ($10 per disc)
    • CD-ROM ($10 per disc)
    • ZIP disk ($10 per disc)
    • Electronic transfer (No Charge)
    • 8 1/2″ x 11″ paper (either 12 or 24 records per page) – No Charge
    • 3″ x 5″ cards (1 cent etra per lead)
    • Mailing labels (peel and stick 30 per page AVERY 5160) – $5 per 500 labels
    • contact us for any other format.


We accept the following payment methods.
Visa, Master Card, AMEX, Discover, Company Check, Money Order, Cashiers Check


We can E-mail your leads to you immediately, receive your leads within 1 hour, no shipping charges (for special orders delivery time may vary).

For any printed material (3×4 Cards, Paper, Mailing Labels) overnight delivery available upon request: UPS, FedEx, DHL, USPS

Since 1987 we have been providing the financial industry (ie. stock brokers, financial advisors, private placement brokers, oil & gas and commodity brokers) fresh pre-qualifed leads at the absolute most competitive pricing. Check out the competition. Before ordering from them, do yourself and your company a favor, CALL US ! No one beats our knowledge of the industry, our service or our price. We guarantee it!

Have questions? Want more info?

Call us now with no obligation! Tel. 561-208-6060
click here for a FREE QUOTE.
To place your ORDER ONLINE click here

Prospecting the Affluent Investor

Certainly, an effective way to boost the number of affluent clients you serve is by expanding your offering to deliver more holistic wealth management—building a practice through which a team of experts provides comprehensive advice in such areas as tax, financial and estate planning.

At the same time, however, wooing the affluent investor can be challenging. In fact, the process is considerably more complicated and takes significantly longer than it does for traditional retail investors. Affluent investors have complex, multi-faceted financial situations and usually, long-established existing relationships with investment professionals. As a result, it will take time to win their trust. Through patiently taking an array of carefully mapped-out and, sometimes, out-of-the-ordinary steps, you can be successful in prospecting the affluent investor leads.

Consider the following as you develop your prospecting strategy:

  • Forget about seminars
    Affluent investors do not respond to seminar invitations generally speaking. And, of course, cold calling is out of the question. Your early efforts, instead, should focus on the increasing engagement among your existing clients who fit your target market. These clients are in the best position to introduce you to other affluent individuals. Meet with these clients often to articulate and reinforce your value proposition. That way, when they are asked for a referral for a financial professional, you are top of mind.
  • Form a client advisory board
    This is a group comprised of 10 to 14 valued clients who regularly meet for four to eight hour sessions run by a professional facilitator. Board members keep the firm up-to-date on current and future needs, provide feedback and review new initiatives, among other functions. They are by definition more actively engaged than other clients therefore they also tend to provide two to three times more referrals than non-board members.
  • Increase your visibility
    Specifically, you should pinpoint activities that will raise your profile in your community and among individuals in your target market—everything from joining local civic organizations likely to attract affluent individuals to sponsoring high-profile fund-raising events in your community. Another tactic is to invite clients, their friends and other potential prospects to small gatherings at which you feature speakers who can discuss topics of interest, including non-financial subjects that might appeal to your target market.
  • Use the media
    With the right strategy, you can increase both your visibility and credibility as a reliable wealth manager. Consider contributing articles to local publications and websites or writing a book on topics that will solidify your expert credentials. Then, use those credits to turn yourself into a resource for the press.
  • Remember that high-quality service is essential
    When it comes to selecting a wealth manager, the key selling point for affluent investors is an enhanced level of service. For that reason, you need to continuously deliver on your value promise through developing strong client relationships, including regular, attentive interaction tailored to the preferences of the client. For example, find out whether the individual prefers more frequent emails, telephone conversations or in-person meetings. To further deepen the bond, you should try to integrate your services into the fabric of your clients’ lives by, for example, offering to facilitate multi-generational family meetings.

Keep in mind that trust is gained over time. Once they decide to do business with you, affluent clients may only hand you a small part of their portfolio at first. By providing a consistent high level of service, you can win a larger wallet share over time.