List of Investment services in Phoenix
Phoenix, Arizona, has 163 investment services in this dataset, last verified September 6, 2026. It is the second-largest of the 5 Arizona cities we track, behind Scottsdale (224) and ahead of Tucson (153). Local listings make up 13% of all investment services in Arizona.
74 investment services in Phoenix list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Arizona average, 46% against 61.7%, so expect phone (99.4% coverage) to do most of the work.
With 81.6% already online (in line with 87.6% across Arizona), only 30 investment services in Phoenix lack a website, so site improvements and SEO are the stronger pitch. 11 of their websites list a contact page URL.
65% of the 84 rated investment services in Phoenix hold a 5-star average, below the Arizona figure of 77%. The 8 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
73
33
45
20
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 163+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Investment services List in Phoenix
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Creative Planning | Address | Phoenix | Arizona | United States | Email | Phone | 16 | 4.7 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Phoenix | Arizona | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Wells Fargo Advisors | Address | Phoenix | Arizona | United States | Email | Phone | 1 | 5 | — | — | ||||
Copper Cactus Investments | Address | Phoenix | Arizona | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Gold King Bullion | Address | Phoenix | Arizona | United States | Email | Phone | 230 | 4.9 | — | — | — | — | ||
 | TIAA Financial Services | Address | Phoenix | Arizona | United States | Email | Phone | 6 | 2.5 | ||||||
 | Raskin Global | Address | Phoenix | Maryland | United States | Email | Phone | 3 | 3.7 | — | — | — | — | ||
 | Windsor Capital Management LLC | Address | Phoenix | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jeremy Kitamura - Financial Advisor, Ameriprise Financial Services, LLC | Address | Phoenix | Arizona | United States | Email | Phone | 1 | 5 | — | — | — | |||
5 Investors LLC | Address | Phoenix | Arizona | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jamie Fort, CFP® | Address | Phoenix | Arizona | United States | Email | Phone | 9 | 5 | — | — | ||||
 | Walker & Dunlop | Address | Phoenix | Arizona | United States | Email | Phone | 0 | 0 | ||||||
 | OneAZ Credit Union | Address | Phoenix | Arizona | United States | Email | Phone | 530 | 4.8 | ||||||
 | Velocity Wealth Management, LLC | Address | Phoenix | Arizona | United States | Email | Phone | 39 | 4.7 | — | — | — | — | ||
 | CoinFlip Bitcoin ATM - Cobblestone Auto Spa #19 (Phoenix) | Address | Phoenix | Arizona | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 163 records with complete field coverage.
Get the full Investment services database
163 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Phoenix
Most popular business categories across Phoenix
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Phoenix
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 163 investment services in Phoenix, with the fields to call, email, segment and map them.
Who Sells to Investment services in Phoenix, Arizona
Each of these buyers can work the 163 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 163 investment services in Phoenix.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Phoenix, Arizona
Start with the 74 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (162): 99.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (75): 46% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (73): 44.8% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Phoenix, Arizona
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (30): 18% of investment services in Phoenix have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (90): 55% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Phoenix
With 163 investment services in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 163 investment services in Phoenix and plan visit days by neighborhood.
- Postal code patches: split Phoenix by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 4 other Arizona cities we track are the next step once Phoenix accounts are covered.
Data Coverage for Investment services in Phoenix
163 records · verified September 6, 2026
- Phone numbers
- 162
- Email addresses
- 75
- Phone and email
- 74
- Websites
- 133
Google ratings· 84 rated (52%)
65% hold 5 stars
- 1-star rated
- 3
- 3.6% of rated
- 2-star rated
- 5
- 6% of rated
- 3-star rated
- 13
- 15.5% of rated
- 4-star rated
- 8
- 9.5% of rated
- 5-star rated
- 55
- 65.5% of rated
Social profiles:
- Facebook:73· 44.8%
- LinkedIn:45· 27.6%
- Instagram:33· 20.2%
- X (Twitter):31· 19%
- YouTube:20· 12.3%
Investment services in Phoenix are a mixed-channel, Facebook-heavy market: 99.4% list a phone number and 46% publish an email. Among 84 rated investment services, 65% hold 5 stars, a mostly positive spread.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Phoenix, Arizona
Everything you need to know about our investment services database for Phoenix, Arizona: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Phoenix, Arizona?
There are 163 investment services in Phoenix, Arizona in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Phoenix market for sales prospecting and territory planning.
How up to date is the Investment services data for Phoenix, Arizona?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Investment services database for Phoenix, Arizona?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Investment services businesses in Phoenix, Arizona?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Phoenix, Arizona as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Phoenix, Arizona cost?
The complete investment services leads database for Phoenix, Arizona costs $10 as a one-time payment.
You get instant access to all 163 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need investment services contacts in Phoenix, Arizona specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Investment services data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Phoenix, Arizona investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Investment services in Phoenix, Arizona have phone numbers?
162 investment services in Phoenix, Arizona (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Phoenix, Arizona have email addresses?
75 investment services in Phoenix, Arizona (46%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Investment services in Phoenix, Arizona have both a phone number and an email address?
74 investment services in Phoenix, Arizona have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Investment services in Phoenix, Arizona are active on social media?
Social profile coverage for investment services in Phoenix, Arizona: 45 on LinkedIn, 73 on Facebook, 33 on Instagram, 20 on YouTube, 31 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Investment services in Phoenix, Arizona have a website?
133 investment services in Phoenix, Arizona (82%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Investment services in Phoenix, Arizona do not have a website?
30 investment services in Phoenix, Arizona operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Investment services in Phoenix, Arizona?
Rating breakdown for investment services in Phoenix, Arizona: 55 with a 5-star rating, 8 with a 4-star rating, 13 with a 3-star rating, 5 with a 2-star rating, 3 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Investment services data for all of Arizona or the entire US?
Yes. Beyond Phoenix, we offer the complete Investment services database for Arizona and a national all-50-states version.
If you buy the Phoenix list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Phoenix, Arizona legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.