NAICS Code 523940 – Portfolio Management and Investment Advice Email List
Reach Key Decision-Makers in Portfolio Management and Investment Advice
Are you seeking to connect with top decision-makers in the Portfolio Management and Investment Advice sector? Our meticulously curated database for NAICS Code 523940 puts you in direct contact with influential professionals, including Portfolio Managers, Financial Advisors, Investment Analysts, CFOs, and other high-level executives who are responsible for critical financial decisions. With over 250,000 verified contacts, this list enables your business to target individuals who play an integral role in shaping investment strategies and managing assets.
Don’t waste valuable time reaching out to irrelevant or outdated contacts—our database offers the most accurate and up-to-date information to ensure you’re reaching the right people. Whether you’re selling investment software, providing financial consulting, or offering specialized services, this database provides unparalleled access to qualified prospects who are actively seeking solutions in portfolio management and investment advice. Empower your sales efforts and boost your business by acquiring the NAICS Code 523940 Portfolio Management and Investment Advice list today—start engaging with industry leaders who can propel your growth.
Industry Overview: Portfolio Management and Investment Advice (NAICS Code 523940)
The Portfolio Management and Investment Advice industry (NAICS Code 523940) encompasses firms and professionals that provide financial planning, portfolio management, and investment advisory services. These businesses help individuals, institutions, and organizations make informed investment decisions and manage their assets effectively to meet their financial goals. With a focus on maximizing returns while minimizing risk, this industry is integral to the global financial system, supporting everything from personal wealth management to large-scale institutional investments.
Key Segments in Portfolio Management and Investment Advice
Asset Management Services – Professional portfolio managers oversee investments in stocks, bonds, real estate, and other assets, aiming to grow wealth over time. Financial Planning & Advisory Services – Financial advisors provide comprehensive planning for retirement, tax strategies, estate planning, and wealth management, helping clients optimize their financial decisions. Hedge Funds & Private Equity – Investment firms manage pooled funds from wealthy individuals or institutional investors, focusing on high-return strategies in less liquid markets. Investment Research & Analysis – Firms specializing in in-depth research and analysis provide valuable insights into market trends, economic forecasts, and stock valuations. Risk Management & Asset Protection – Consultants and advisors help businesses and high-net-worth individuals manage financial risks, using strategies like diversification and hedging. Retirement & Pension Fund Management – Investment services focused on managing large-scale pension funds and retirement accounts for corporations and governments.
Market Growth & Industry Trends
📈 Rapid Growth: The portfolio management and investment advice industry is growing due to increasing global wealth, a rise in personal investment portfolios, and expanding demand for financial planning services.
💰 Economic Impact: The industry is projected to reach over $300 billion by 2026, driven by rising interest in sustainable and socially responsible investing, as well as a shift toward more personalized financial planning services.
📊 Technological Integration: Advancements in fintech, including robo-advisors, artificial intelligence, and blockchain technology, are revolutionizing how investment advice and portfolio management services are delivered.
💼 Demand for Customization: Clients are increasingly looking for tailored investment strategies, prompting firms to adopt more bespoke services that cater to specific financial goals and risk tolerance.
⚖️ Regulatory Changes: Regulatory updates in global markets are impacting how firms manage and advise on investments, with a greater focus on transparency and compliance.
Who Uses Portfolio Management and Investment Advice Services?
High-net-worth individuals and families
Corporations seeking investment solutions for their treasury management
Institutional investors such as pension funds, endowments, and insurance companies
Retirees or individuals planning for retirement
Foundations and nonprofit organizations managing large endowments
Opportunities for Businesses & B2B Service Providers
The Portfolio Management and Investment Advice industry presents significant opportunities for companies offering:
The NAICS 523940 Portfolio Management and Investment Advice Email List helps businesses connect with decision-makers, financial advisors, portfolio managers, and industry professionals who drive investment and asset management decisions. Whether you’re offering investment solutions, data services, or fintech products, this list gives you direct access to key contacts who influence purchasing and operational decisions.
📩 Looking to grow in the investment and portfolio management sector? Contact us today to gain access to verified industry data!
Key Features of the NAICS Code 523940 – Portfolio Management and Investment Advice Email List
✅ Targeted Investment Industry Contacts – This list includes only the decision-makers, financial advisors, portfolio managers, and professionals in Portfolio Management and Investment Advice under NAICS Code 523940.
✅ Comprehensive Industry Coverage – Covers asset management firms, wealth management consultants, hedge funds, private equity firms, financial advisory services, and institutional investors.
✅ High-Value Decision-Makers – Includes CEOs, CFOs, Portfolio Managers, Financial Advisors, Compliance Officers, and other top executives who drive investment decisions within their organizations.
✅ Segmented for Precision Marketing – The list can be filtered by factors like location, company size, revenue, number of employees, and investment focus (e.g., private equity, hedge funds, wealth management).
✅ Verified and Updated Data – Maintained with 95%+ accuracy, updated every 30 days, and verified through AI validation, manual checks, and email deliverability testing.
✅ Includes Both Large Firms and Boutique Agencies – Covers major financial institutions, boutique asset management firms, and independent financial consultants providing personalized investment advice.
Key Benefits of Using the NAICS Code 523940 – Portfolio Management and Investment Advice Email List
🚀 Direct Access to Top Investment Decision-Makers
Skip the intermediaries and connect directly with CEOs, CFOs, and Portfolio Managers at leading asset management firms and investment advisory services.
🎯 Target a High-Value, Niche Market
This list is ideal for businesses offering financial technology solutions, investment research tools, risk management services, and consulting services tailored for the investment advisory industry.
📈 Boost Sales & Partnerships
Reach firms actively seeking services for investment management, risk analytics, portfolio optimization, and financial advisory that can benefit from your products or services.
📩 Improve Email Marketing ROI
With all contacts pre-verified and targeted, expect higher open rates, lower bounce rates, and better response rates for your B2B email campaigns.
⏳ Save Time & Resources
Eliminate the need for time-consuming prospecting—get access to a pre-built database that accelerates your outreach, sales, and networking efforts.
💰 Find High-Potential Leads Faster
The investment advisory industry is rapidly growing, with many firms looking for innovative financial products, investment management tools, and regulatory compliance solutions, making this list a high-conversion source for leads.
📍 Geographic Targeting Available
Target your marketing and sales efforts based on region, city, or ZIP code, ensuring you reach investment firms in your specific service areas.
🔄 Ideal for Multichannel Marketing
Utilize the list for cold emails, LinkedIn outreach, telemarketing, direct mail campaigns, or networking efforts to expand your industry connections.
💡 Supports Market Research & Competitive Intelligence
Identify key players, analyze market trends, and develop strategic partnerships based on up-to-date, actionable data.
📈 Great for Financial Recruiting & Consulting Agencies
If you specialize in financial recruitment, this list provides direct access to HR professionals and executives actively seeking qualified portfolio managers, financial analysts, and advisory staff.
📩 Looking to connect with top investment professionals? Reach out to us today and get started with our targeted Portfolio Management and Investment Advice email list!
Frequently Asked Questions (FAQs) – NAICS Code 523940 – Portfolio Management and Investment Advice Email List
1. Does this list include both large financial institutions and independent portfolio management firms?
Yes, the NAICS 523940 category includes both large financial institutions and independent, boutique portfolio management firms. If you want to target only one type, we can filter the list accordingly.
2. Can I filter contacts to only include financial advisory firms or wealth management services?
Yes, we can provide a dataset that focuses exclusively on financial advisory firms or wealth management services. Just let us know your specific needs, and we’ll customize the list to match your target.
3. Are hedge funds and private equity firms included in the list?
Yes, the list includes hedge funds, private equity firms, and other asset management companies involved in investment and portfolio management. We can provide a filtered list if you want to target a specific segment, such as hedge fund managers or private equity professionals.
4. Can I request a list that includes only institutional investors, such as pension funds or endowments?
Yes, we can tailor the list to focus exclusively on institutional investors like pension funds, endowments, and other large-scale investors. Let us know your specific requirements, and we’ll ensure the data is filtered to suit your outreach.
5. Does this list include contact details for portfolio managers and investment analysts?
Yes, the list can include portfolio managers, investment analysts, financial advisors, and other professionals who make or influence investment decisions. If you need specific titles, we can refine the list to include those job roles.
6. Are the contacts in this list responsible for purchasing decisions related to investment products and financial services?
Yes, many of the contacts in the list are high-level decision-makers, such as CFOs, CEOs, Portfolio Managers, and Directors. If you’re specifically targeting purchasing decisions for investment software, tools, or financial products, we can adjust the list to include those responsible for procurement.
7. Can I get a filtered list of firms that specialize in sustainable investments or socially responsible investing (SRI)?
Yes, we can segment the data to include only firms that specialize in sustainable investments, impact investing, or socially responsible investing (SRI). Let us know your target niche, and we will tailor the list accordingly.
8. Does this list include state-by-state contact distribution?
Yes, we can provide the data filtered by state, city, or even ZIP code, allowing you to target investment firms in specific geographic regions.
9. Can I target investment firms with a focus on retirement planning or individual wealth management?
Yes, we can refine the list to include only those investment firms that focus on retirement planning, individual wealth management, and retirement portfolios.
10. How can I use this list for my specific business needs?
📩 Looking to connect with top investment professionals? Reach out to us today and get started with our targeted Portfolio Management and Investment Advice email list!
Available Fields
Each email list includes key business and contact information to help you connect with the right professionals. Below are the standard fields available across all our lists:
Contact Information
Full Name (First & Last Name)
Job Title (e.g., CEO, Marketing Director, HR Manager)
Email Address (Business email for professional outreach)
Phone Number (Where available)
Company Details
Company Name
Industry & NAICS Code
Business Type (Public, Private, Nonprofit, Government)
Company Website
Year Established
Location Information
Headquarters Address (Street, City, State, ZIP Code, Country)
Branch Locations (If applicable)
Geographic Region (State, Country, or Global reach)
Business Demographics
Employee Size (Small, Medium, Large business)
Annual Revenue (Estimated business earnings)
Additional Data (When Available)
LinkedIn Profile URL
Social Media Links (Facebook, Twitter, Instagram, etc.)
Decision-Maker Status (Key executives, department heads, hiring managers)
Buying Intent & Interests (Where data is available)
Customization & Additional Fields
If you need specific fields not listed above, we can customize your dataset based on job titles, industry segments, revenue brackets, and other specialized filters.
📩 Need a custom dataset? Contact us today to discuss your specific requirements!
General List FAQs
1. How accurate and up-to-date are the email lists?
Our email lists are verified and updated regularly to ensure high accuracy and deliverability. We use AI-driven validation, manual checks, and real-time data enrichment to maintain a 95%+ accuracy rate. Each list is refreshed every 30 days to remove outdated contacts and add new verified leads.
2. Are these email lists GDPR, CCPA, and CAN-SPAM compliant?
Yes. All our lists comply with GDPR, CCPA, and CAN-SPAM regulations. We source data through legal and ethical means, including public records, business directories, opt-in sources, and industry partnerships. However, we recommend using proper B2B email outreach practices to remain compliant with local laws.
3. Can I request a custom email list based on specific criteria?
Absolutely! If you need a list with specific filters such as industry, job title, company size, revenue, location, or any other criteria, we can custom-build a dataset tailored to your business needs. Contact us with your requirements, and we’ll provide a targeted solution.
4. How is the email list delivered, and in what format?
Once you complete your purchase, you will receive an instant download link to access your list in an Excel or CSV format. If you require a different format, let us know, and we will accommodate your request.
5. What is your refund or replacement policy?
We guarantee a 95% deliverability rate. If you receive more than 5% hard bounces, we will provide a free replacement for the undeliverable contacts. If you experience any issues, reach out to our support team, and we will assist you promptly.
6. How can I use this email list effectively?
These lists are ideal for:
Email marketing campaigns to generate leads and boost conversions.
Cold outreach for B2B sales and business development.
Recruiting efforts to connect with professionals in a specific industry.
Market research and competitor analysis to identify key players.
Webinar and event promotions to engage industry decision-makers.
For the best results, we recommend using a personalized email strategy and segmenting your outreach based on your business objectives.
Reviews
There are no reviews yet.
Be the first to review “NAICS Code 523940 – Portfolio Management and Investment Advice Email List” Cancel reply
Reviews
There are no reviews yet.