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Financial Professionals from EverLeads

Financial Professionals from EverLeads is the largest available dataset of working financial professionals. This file offers mailers access to qualified, state-licensed Accountants, CPA’s, Financial Planners, Investment Advisors, Mortgage Bankers, Stock Brokers and Tax Preparers.
SEGMENTSPRICE
1,025,148   TOTAL UNIVERSE / BASE RATE $100.00/M
1,025,148   Postal Base $100.00/M
523,237   Email Base $175.00/M
1,025,148   Phones + $50.00/M


DESCRIPTION

Financial Professionals from EverLeads is the largest available dataset of working Financial Professionals This file offers mailers access to qualified, state-licensed Accountants, CPA’s, Financial Planners, Investment Advisors, Mortgage Bankers, Stock Brokers and Tax Preparers. The majority of these professionals hold college degrees and they have all completed and fulfilled advanced financial education requirements as mandated by the states they practice in as well as their respective professional boards.

 

EverLeads is pushing the envelope to redefine database marketing by bringing fresh new approaches to sourcing, cleaning and updating contact information on working professionals, executives and other custom-built datasets.

 

The data scientists and professionals working at EverLeads start with an active repository of millions of records that are continually acquired and updated from reliable public data sources. Each online and offline source is individually researched, selected and curated. These public sources include government licenses, registrations and documents, company web sites, professional social networks, B2B industry groups…and much more. 

 

The secret sauce at EverLeads is their ability to separate the signals from the noise. Where other companies may harvest data from any available source, EverLeads combines years of marketing experience with proprietary algorithms and data processing techniques to identify and capture only relevant and reliable contact information. The records that pass the initial sourcing and quality control steps are then put through extensive in-house hygiene and update processes and only then are made available to clients.



ID NUMBER
NextMark 57010
Manager 83084
UNIVERSE
1,025,148
LIST TYPE

 Business
Mailing List Telemarketing List
SOURCE
Multi Sourced, Telemarketing, Opt-in e-mail
PERMISSION LEVEL
Opt-in
LIST MAINTENANCE
Counts through 08/01/2024
Last update 04/02/2025
Next update
SELECTS
EMPLOYEE SIZE 10.00/M
GENDER/SEX 10.00/M
GEO 10.00/M
PRACTICE / SPECIALTY 10.00/M
Series 6 10.00/M
Series 6 & 7 10.00/M
Series 7 10.00/M
GEOGRAPHY
USA
UNIT OF SALE INFORMATION
Unit of sale information is not available
MINIMUM ORDER
Quantity: 5,000
Dollar: $
NET NAME ARRANGEMENTS
Net Name is allowed.
Floor: 0%
Min Qty: 50,000
Run Charges: $ 10 /M
EXCHANGES
Exchange is not allowed
KEY CODING
Please Inquire about Key Coding
ADDRESSING
EMAIL DELIVERY 50.00/F
FTP 75.00/F
PROFILE    
PRACTICE / SPECIALTY   (10.00/M)
Accountants
Certified Public Accountants (CPA's)
CFA
CFO
Financial Planners
Investment Advisors
Mortgage Bankers
Stock Brokers
Tax Preparers

Series 6 & 7   (10.00/M)
Series 6
Series 7
Series 6 & 7
CONTACTS    
NAME ROLE EMAIL PHONE FAX
Melissa Trejo Counts & Order Status mtrejo@anteriad.com (914) 368-1086 (914) 368-1147
Danielle Zaborski Sales and Recommendations dzaborski@anteriad.com (914) 368-1090 (914) 368-1150
= Primary contact