List of Investment services in Menlo Park
Menlo Park, California, has 131 investment services in this dataset, last verified September 6, 2026. Among the 22 California cities we track, it ranks 15th, between Albany (133) and Roseville (131). Local listings make up 1.7% of all investment services in California.
28 investment services in Menlo Park list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the California average, 22.1% against 50.3%, so expect phone (99.2% coverage) to do most of the work.
With 96.2% already online (above 84.2% across California), only 5 investment services in Menlo Park lack a website, so site improvements and SEO are the stronger pitch. 9 of their websites list a contact page URL.
Only 23 investment services in Menlo Park have Google ratings, too few for the averages to say much, though 1 of them sit at 1 to 2 stars.
Social Media Reach
16
7
22
5
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 131+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Investment services List in Menlo Park
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jackson Capital Group - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sapphire Ventures | Address | Menlo Park | California | United States | Email | Phone | 2 | 5 | — | — | ||||
 | Charles Schwab | Address | Menlo Park | California | United States | Email | Phone | 11 | 3.6 | — | — | — | — | ||
 | Michael Jon Krigel - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Douglas J Ingham - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | BNY Wealth Menlo Park CA | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | |||||
 | Timothy Carboni - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Norwest | Address | Menlo Park | California | United States | Email | Phone | 4 | 4 | — | |||||
 | The Silicon Valley Group - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Canaan Partners | Address | Menlo Park | California | United States | Email | Phone | 1 | 5 | — | — | — | ||||
 | Ken K W Lau - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Matthew McGrouther - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Menlo Park | California | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | AddressIntel | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Lucy Yan - Morgan Stanley | Address | Menlo Park | California | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 131 records with complete field coverage.
Get the full Investment services database
131 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Menlo Park
Most popular business categories across Menlo Park
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Menlo Park
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 131 investment services in Menlo Park, with the fields to call, email, segment and map them.
Who Sells to Investment services in Menlo Park, California
Each of these buyers can work the 131 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 131 investment services in Menlo Park.
- 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 Menlo Park, California
Start with the 28 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (130): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (29): 22.1% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Facebook messages (16): 12.2% 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 Menlo Park, California
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (1): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (115): 88% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Menlo Park
With 131 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 131 investment services in Menlo Park and plan visit days by neighborhood.
- Postal code patches: split Menlo Park by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 21 other California cities we track are the next step once Menlo Park accounts are covered.
Data Coverage for Investment services in Menlo Park
131 records · verified September 6, 2026
- Phone numbers
- 130
- Email addresses
- 29
- Phone and email
- 28
- Websites
- 126
Google ratings· 23 rated (18%)
65% hold 5 stars
- 1-star rated
- 1
- 4.3% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 5
- 21.7% of rated
- 4-star rated
- 2
- 8.7% of rated
- 5-star rated
- 15
- 65.2% of rated
Social profiles:
- LinkedIn:22· 16.8%
- Facebook:16· 12.2%
- X (Twitter):13· 9.9%
- Instagram:7· 5.3%
- YouTube:5· 3.8%
Investment services in Menlo Park are a phone-first market: 99.2% list a phone number but only 22.1% publish an email. Among 23 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 Menlo Park, California
Everything you need to know about our investment services database for Menlo Park, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Menlo Park, California?
There are 131 investment services in Menlo Park, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Menlo Park market for sales prospecting and territory planning.
How up to date is the Investment services data for Menlo Park, California?
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 Menlo Park, California?
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 Menlo Park, California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Menlo Park, California 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 Menlo Park, California cost?
The complete investment services leads database for Menlo Park, California costs $10 as a one-time payment.
You get instant access to all 131 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 Menlo Park, California 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 Menlo Park, California 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 Menlo Park, California have phone numbers?
130 investment services in Menlo Park, California (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 Menlo Park, California have email addresses?
29 investment services in Menlo Park, California (22%) 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 Menlo Park, California have both a phone number and an email address?
28 investment services in Menlo Park, California 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 Menlo Park, California are active on social media?
Social profile coverage for investment services in Menlo Park, California: 22 on LinkedIn, 16 on Facebook, 7 on Instagram, 5 on YouTube, 13 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 Menlo Park, California have a website?
126 investment services in Menlo Park, California (96%) 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 Menlo Park, California do not have a website?
5 investment services in Menlo Park, California 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 Menlo Park, California?
Rating breakdown for investment services in Menlo Park, California: 15 with a 5-star rating, 2 with a 4-star rating, 5 with a 3-star rating, 0 with a 2-star rating, 1 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 California or the entire US?
Yes. Beyond Menlo Park, we offer the complete Investment services database for California and a national all-50-states version.
If you buy the Menlo Park list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Menlo Park, California 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.