Financial Advisors Email List

If you’re trying to connect with money decision-makers who control investment portfolios, manage client wealth, or guide big financial moves you need a reliable Financial advisors email list. If you are a FinTech startup, an insurance provider, a mutual fund company, or even a training coach for certified planners finding qualified financial advisors can unlock huge profits for your agency newly launched campaigns.
LeadsDatasets gives you more than just names and emails. This list is packed with real financial experts licensed, verified, and active. If you have been struggling to reach serious professionals who are actually looking for your service, this is where your results change.
Get Financial Advisors Email List
Our Financial Advisors Email List is a pre-built contact database of financial planners, certified investment consultants, registered representatives, and wealth managers from across the globe mostly US, UK, Canada, Australia, and the EU.

The email list of Finance Experts contains:
- First Name
- Last Name
- Job Title (e.g., CFP®, Financial Planner, Investment Manager)
- Verified Email Address
- Phone Numbers
- Company Name
- Industry Sector
- Location (City, State, Country)
- LinkedIn Profile URL
- Years of Experience
- Assets Under Management (AUM) Range (optional segmentation)
This is not a random or scraped file. LeadsDatasets ensures every contact is verified and opt-in. You get a ready-to-use B2B leads list of financial advisors with 95% deliverability rate.
Why Target Financial Advisors?
Financial advisors are powerful B2B buyers. They’re responsible for:
- Allocating client funds
- Choosing investment software or tools
- Signing up for events, webinars, or training
- Buying CRMs, insurance products, SaaS tools, and financial content
- Referring services to high-net-worth clients
That means they don’t just spend money they influence where others spend too. If your business serves the finance sector, this list unlocks a direct line to authority-level buyers.
Benefits of LeadsDatasets
- 95% Verified Emails (Triple Verification)
- GDPR & CAN-SPAM Compliant
- Instant Download in CSV Format
- Updated Every Month
- Segmented by Country, Job Role, AUM, Firm Type
- No Monthly Subscription – Pay Once, Use Forever
- Custom Filters Available on Request
You don’t have to waste money on outdated contacts. LeadsDatasets specializes in fresh and accurate lists built to drive results
Sample Data Preview
Name | Job Title | Firm Name | Country | |
---|---|---|---|---|
Jane Matthews | Certified Planner | jane@blueoakadvisors.com | Blue Oak Advisors | USA |
Daniel Cook | Investment Expert | daniel@wealthwise.net | WealthWise | Canada |
Arjun Mehta | CFP® | arjun@finedge.in | FinEdge Advisors | India |
Get 500+ verified records starting from just $49.
How LeadsDatasets Verifies These Contacts
Each contact goes through:
- Email Verification (SMTP, syntax, domain check)
- LinkedIn and Job Role Confirmation
- Activity Validation (Recent engagement or company profile check)
- GDPR/CAN-SPAM compliance tagging
That means no more wasting credits on hard bounces, spam traps, or catch-all domains.
Financial Advisors Email List FAQs
Are these email addresses verified and opt-in?
- Yes, every contact is verified using triple-layered tools, and all are sourced through opt-in methods. We follow GDPR and CAN-SPAM guidelines.
What format is the list delivered in?
- Instantly downloadable in CSV/XLS format. Ready to import into CRMs or cold email tools.
Can I request only US-based financial advisors?
- Yes, segmentation is available by country, region, or even job titles like CFP®, CFA, or Wealth Manager.
How recent is the data?
- LeadsDatasets refreshes the database monthly. You get only active professionals—no retired or unreachable advisors.
Is this list suitable for cold emailing?
- Absolutely. It’s cleaned and compliant for cold B2B outreach with high deliverability.