Verified B2B Dataset

List of Investment services in Stamford

Stamford, Connecticut, has 112 investment services in this dataset, last verified September 6, 2026. It is the second-largest of the 6 Connecticut cities we track, behind Farmington (145) and ahead of Brookfield (109). Local listings make up 7.9% of all investment services in Connecticut.

23 investment services in Stamford list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Connecticut average, 20.5% against 47.9%, so expect phone (99.1% coverage) to do most of the work.

With 92% already online (in line with 89.8% across Connecticut), only 9 investment services in Stamford lack a website, so site improvements and SEO are the stronger pitch. 17 of their websites list a contact page URL.

Only 28 investment services in Stamford have Google ratings, too few for the averages to say much, though 6 of them sit at 1 to 2 stars.

112
Total Records
23
Email Coverage
111
Phone Coverage
103
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

14

Facebook

13

Instagram

18

LinkedIn

11

YouTube

CSV · XLSX
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Updated September 6, 2026

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Investment services List in Stamford

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
John G Hughes Jr. - Morgan Stanley logo

John G Hughes Jr. - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Katherine Condy - RBC Wealth Management Financial Advisor logo

Katherine Condy - RBC Wealth Management Financial Advisor

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Stephen Pendergast - RBC Wealth Management Financial Advisor logo

Stephen Pendergast - RBC Wealth Management Financial Advisor

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Steven Buczek - TD Wealth Financial Advisor logo

Steven Buczek - TD Wealth Financial Advisor

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
De Vita & Associates - Ameriprise Financial Services, LLC logo

De Vita & Associates - Ameriprise Financial Services, LLC

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Richard Jacoby - Morgan Stanley logo

Richard Jacoby - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Tack Simmons - Morgan Stanley logo

Tack Simmons - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Anders J. Hurst - Morgan Stanley logo

Anders J. Hurst - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Hardman Johnston Global Advisors LLC logo

Hardman Johnston Global Advisors LLC

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Paul L. O'Beirne - Morgan Stanley logo

Paul L. O'Beirne - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Fidelity Investments logo

Fidelity Investments

Address
StamfordConnecticutUnited States
Email
Phone
6
4.7
————
Michael Altamura - Prudential Financial logo

Michael Altamura - Prudential Financial

Address
StamfordConnecticutUnited States
Email
Phone
—0
0
————
Ryan H Gildersleeve - Morgan Stanley logo

Ryan H Gildersleeve - Morgan Stanley

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————
Charles Schwab logo

Charles Schwab

Address
StamfordConnecticutUnited States
Email
Phone
6
2.7
————
Samuel Gilliland - RBC Wealth Management Financial Advisor logo

Samuel Gilliland - RBC Wealth Management Financial Advisor

Address
StamfordConnecticutUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 112 records with complete field coverage.

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Top Categories

Top business categories in Stamford

Most popular business categories across Stamford

Category
Investment services
Use Cases

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

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 112 investment services in Stamford, with the fields to call, email, segment and map them.

Who Sells to Investment services in Stamford, Connecticut

Each of these buyers can work the 112 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 112 investment services in Stamford.
  • 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 Contact Form Outreach in Stamford, Connecticut

Start with the 23 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (111): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (23): 20.5% of records include an email address, so use email as a follow-up touch rather than the lead channel.
  • Website contact forms (17): businesses with a contact page URL give you another way in when no email is listed.
  • 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 Stamford, Connecticut

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 (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (98): 88% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Stamford

With 112 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 112 investment services in Stamford and plan visit days by neighborhood.
  • Postal code patches: split Stamford by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 5 other Connecticut cities we track are the next step once Stamford accounts are covered.

Data Coverage for Investment services in Stamford

112 records · verified September 6, 2026

Phone numbers
111
Email addresses
23
Phone and email
23
Websites
103

Google ratings· 28 rated (25%)

43% hold 5 stars

1-star rated
5
17.9% of rated
2-star rated
1
3.6% of rated
3-star rated
3
10.7% of rated
4-star rated
7
25% of rated
5-star rated
12
42.9% of rated

Social profiles:

  • LinkedIn:18· 16.1%
  • Facebook:14· 12.5%
  • Instagram:13· 11.6%
  • X (Twitter):12· 10.7%
  • YouTube:11· 9.8%

Investment services in Stamford are a phone-first market: 99.1% list a phone number but only 20.5% publish an email. Among 28 rated investment services, 43% hold 5 stars, a more even spread, so ratings separate businesses meaningfully.

Frequently asked questions about Investment services in Stamford, Connecticut

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

How many Investment services are there in Stamford, Connecticut?

There are 112 investment services in Stamford, Connecticut in our verified database, as of September 6, 2026.

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

How up to date is the Investment services data for Stamford, Connecticut?

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 Stamford, Connecticut?

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 Stamford, Connecticut?

InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Stamford, Connecticut 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 Stamford, Connecticut cost?

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

You get instant access to all 112 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 Stamford, Connecticut 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 Stamford, Connecticut 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 Stamford, Connecticut have phone numbers?

111 investment services in Stamford, Connecticut (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 Stamford, Connecticut have email addresses?

23 investment services in Stamford, Connecticut (21%) 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 Stamford, Connecticut have both a phone number and an email address?

23 investment services in Stamford, Connecticut 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 Stamford, Connecticut are active on social media?

Social profile coverage for investment services in Stamford, Connecticut: 18 on LinkedIn, 14 on Facebook, 13 on Instagram, 11 on YouTube, 12 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 Stamford, Connecticut have a website?

103 investment services in Stamford, Connecticut (92%) 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 Stamford, Connecticut do not have a website?

9 investment services in Stamford, Connecticut 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 Stamford, Connecticut?

Rating breakdown for investment services in Stamford, Connecticut: 12 with a 5-star rating, 7 with a 4-star rating, 3 with a 3-star rating, 1 with a 2-star rating, 5 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 Connecticut or the entire US?

Yes. Beyond Stamford, we offer the complete Investment services database for Connecticut and a national all-50-states version.

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

Is the Investment services contact data in Stamford, Connecticut 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.