US Finance Firms Contact List
Publicada el 2026-07-14
Descripción de la oferta
I need a clean, well-sourced spreadsheet that lets me target small- to mid-cap players across four groups in the United States: family offices, investment firms, registered investment advisers (RIAs), and CPAs. For each company you include, please capture its latest known assets under management or an equivalent client-size metric so I can quickly filter out the very large institutions. I mainly rely on email addresses and direct phone numbers for outreach; a physical address is a bonus if it is easy to confirm. Suggested sources such as SEC filings, ADV forms, FINRA BrokerCheck, PitchBook, Crunchbase, ZoomInfo or similar databases are all acceptable as long as the data can be verified. Deliverables • A spreadsheet (Excel or Google Sheets) with separate tabs for Family Offices, Investment Firms, RIAs, and CPAs • Columns: Company name, category, AUM / client size bracket, email, phone, website, source link, date verified • Minimum of 200 qualified entries, weighted toward firms under roughly $5 B in AUM or equivalent client scale I will review a 10–15 row sample first to confirm formatting and relevance before you proceed with the full build-out.
Skills
Fuente original: freelancer