Verified B2B Dataset

List of Investment services in Sacramento

Sacramento, California, has 127 investment services in this dataset, last verified September 6, 2026. Among the 22 California cities we track, it ranks 17th, between Roseville (131) and Thousand Oaks (120). Local listings make up 1.7% of all investment services in California.

68 investment services in Sacramento list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 53.5% is in line with the California average (50.3%), and 98.4% of listings include a phone number.

With 81.1% already online (in line with 84.2% across California), only 24 investment services in Sacramento lack a website, so site improvements and SEO are the stronger pitch. 5 of their websites list a contact page URL.

57% of the 53 rated investment services in Sacramento hold a 5-star average, below the California figure of 65%. The 10 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

127
Total Records
68
Email Coverage
125
Phone Coverage
103
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

56

Facebook

18

Instagram

40

LinkedIn

15

YouTube

CSV · XLSX
Verified & accurate
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Updated September 6, 2026

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Investment services List in Sacramento

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Merrill Investment & Retirement Financial Center logo

Merrill Investment & Retirement Financial Center

Address
SacramentoCaliforniaUnited States
Email
Phone
1
5
——
Edward Jones - Financial Advisor: Altynai Stauss logo

Edward Jones - Financial Advisor: Altynai Stauss

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
——
CoinFlip Bitcoin ATM - Rocket #7968 (Sacramento) logo

CoinFlip Bitcoin ATM - Rocket #7968 (Sacramento)

Address
SacramentoCaliforniaUnited States
Email
Phone
2
4.5
—
Coinflip Local Bitcoin Cashier logo

Coinflip Local Bitcoin Cashier

Address
SacramentoCaliforniaUnited States
Email
Phone
1
5
—
Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
———
Wells Fargo Advisors logo

Wells Fargo Advisors

Address
SacramentoCaliforniaUnited States
Email
Phone
—1
1
————
Wells Fargo Advisors logo

Wells Fargo Advisors

Address
SacramentoCaliforniaUnited States
Email
Phone
—1
1
————
Merrill Lynch Wealth Management logo

Merrill Lynch Wealth Management

Address
SacramentoCaliforniaUnited States
Email
Phone
3
2.3
————
Pacific Advisors, LLC logo

Pacific Advisors, LLC

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
————

SUTTER CAPITAL GROUP

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Jeff Fletcher, AAMS® logo

Edward Jones - Financial Advisor: Jeff Fletcher, AAMS®

Address
SacramentoCaliforniaUnited States
Email
Phone
1
5
——
Team Nick logo

Team Nick

Address
SacramentoCaliforniaUnited States
Email
Phone
—0
0
————
BluePrint Investments and Tax Planning logo

BluePrint Investments and Tax Planning

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
————
Patelco Credit Union Sacramento logo

Patelco Credit Union Sacramento

Address
SacramentoCaliforniaUnited States
Email
Phone
56
3
Nix Wealth Management logo

Nix Wealth Management

Address
SacramentoCaliforniaUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 127 records with complete field coverage.

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Top Categories

Top business categories in Sacramento

Most popular business categories across Sacramento

Category
Investment services
Use Cases

What You Can Do with the List of Investment services in Sacramento

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 127 investment services in Sacramento, with the fields to call, email, segment and map them.

Who Sells to Investment services in Sacramento, California

Each of these buyers can work the 127 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 127 investment services in Sacramento.
  • 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 Sacramento, California

Start with the 68 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (125): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (68): 53.5% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (56): 44.1% 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 Sacramento, California

Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:

  • No website listed (24): 19% of investment services in Sacramento have no website on record, a direct prospect list for web designers and local SEO agencies.
  • Rated 1 to 2 stars (10): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (71): 56% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Sacramento

With 127 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 127 investment services in Sacramento and plan visit days by neighborhood.
  • Postal code patches: split Sacramento 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 Sacramento accounts are covered.

Data Coverage for Investment services in Sacramento

127 records · verified September 6, 2026

Phone numbers
125
Email addresses
68
Phone and email
68
Websites
103

Google ratings· 53 rated (42%)

57% hold 5 stars

1-star rated
7
13.2% of rated
2-star rated
3
5.7% of rated
3-star rated
7
13.2% of rated
4-star rated
6
11.3% of rated
5-star rated
30
56.6% of rated

Social profiles:

  • Facebook:56· 44.1%
  • LinkedIn:40· 31.5%
  • X (Twitter):26· 20.5%
  • Instagram:18· 14.2%
  • YouTube:15· 11.8%

Investment services in Sacramento are an email-friendly, Facebook-heavy market: 98.4% list a phone number and 53.5% publish an email. Among 53 rated investment services, 57% hold 5 stars, a mostly positive spread.

Frequently asked questions about Investment services in Sacramento, California

Everything you need to know about our investment services database for Sacramento, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Investment services are there in Sacramento, California?

There are 127 investment services in Sacramento, California in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Sacramento market for sales prospecting and territory planning.

How up to date is the Investment services data for Sacramento, 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 Sacramento, 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 Sacramento, California?

InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Sacramento, 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 Sacramento, California cost?

The complete investment services leads database for Sacramento, California costs $10 as a one-time payment.

You get instant access to all 127 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 Sacramento, 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 Sacramento, 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 Sacramento, California have phone numbers?

125 investment services in Sacramento, California (98% 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 Sacramento, California have email addresses?

68 investment services in Sacramento, California (54%) 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 Sacramento, California have both a phone number and an email address?

68 investment services in Sacramento, 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 Sacramento, California are active on social media?

Social profile coverage for investment services in Sacramento, California: 40 on LinkedIn, 56 on Facebook, 18 on Instagram, 15 on YouTube, 26 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 Sacramento, California have a website?

103 investment services in Sacramento, California (81%) 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 Sacramento, California do not have a website?

24 investment services in Sacramento, 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 Sacramento, California?

Rating breakdown for investment services in Sacramento, California: 30 with a 5-star rating, 6 with a 4-star rating, 7 with a 3-star rating, 3 with a 2-star rating, 7 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 Sacramento, we offer the complete Investment services database for California and a national all-50-states version.

If you buy the Sacramento list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Investment services contact data in Sacramento, 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.