Stock Investor Leads
How much more would your desk write with a steady supply of financial leads, every one qualified to your own criteria? That is what this programme is for.
We generate leads from high net worth individuals and active investors — people your brokers can open new accounts with, who qualify for the opportunities you place.
Investment categories we qualify against
- Stocks
- Bonds and mutual funds
- Real estate
- Energy programmes
- Annuities
- IPOs
- Commodities
- Private placements
- Forex
- Hedge funds
- Universal life insurance
- Fixed insurance
How the leads are qualified
Our financial lead team generates decision-maker leads and screens each one for net worth, income and the type of investment they are actually interested in. These are people who seek out and act on professional advice — which is what makes them worth a broker's time.
We bring statistical analysis to the targeting rather than working a list from the top, and the package is built around your opportunity rather than sold as a fixed product. Our database services sit behind it: design, enhancement, upgrades, backup and capacity management, so the data stays usable as the programme grows.
We generate investor leads globally, with most volume in the US, UK and Australia.
Ask for a quote and tell us what you are placing.