Verified B2B Dataset

List of Investment services in Raleigh

Raleigh, North Carolina, has 204 investment services in this dataset, last verified September 6, 2026. It is the second-largest of the 3 North Carolina cities we track, behind Charlotte (240) and ahead of Greensboro (113). Local listings make up 9.7% of all investment services in North Carolina.

120 investment services in Raleigh list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the North Carolina average, 59.8% against 65.9%, so expect phone (98% coverage) to do most of the work.

With 90.2% already online (in line with 88.1% across North Carolina), only 20 investment services in Raleigh lack a website, so site improvements and SEO are the stronger pitch. 61 of their websites list a contact page URL.

75% of the 79 rated investment services in Raleigh hold a 5-star average, in line with the North Carolina figure of 75%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

204
Total Records
122
Email Coverage
200
Phone Coverage
184
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

77

Facebook

23

Instagram

67

LinkedIn

12

YouTube

CSV · XLSX
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Updated September 6, 2026

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Investment services List in Raleigh

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Scott Andrew Tippins - Branch Manager, Ameriprise Financial Services, LLC logo

Scott Andrew Tippins - Branch Manager, Ameriprise Financial Services, LLC

Address
RaleighNorth CarolinaUnited States
Email
Phone
0
0
————
J D Gidley - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

J D Gidley - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
RaleighNorth CarolinaUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: W George Alexander Jr, CFP® logo

Edward Jones - Financial Advisor: W George Alexander Jr, CFP®

Address
RaleighNorth CarolinaUnited States
Email
Phone
2
5
——
Capital Wealth Associates, LLC. logo

Capital Wealth Associates, LLC.

Address
RaleighNorth CarolinaUnited States
Email
Phone
1
5
————
Wells Fargo Advisors logo

Wells Fargo Advisors

Address
RaleighNorth CarolinaUnited States
Email
Phone
—0
0
————
Cherokee Investment Partners logo

Cherokee Investment Partners

Address
RaleighNorth CarolinaUnited States
Email
Phone
2
3
————
Edward Jones - Financial Advisor: Bobby Allen, CFP®|CPWA®|CEPA® logo

Edward Jones - Financial Advisor: Bobby Allen, CFP®|CPWA®|CEPA®

Address
RaleighNorth CarolinaUnited States
Email
Phone
4
3
——
The 7 Day Close logo

The 7 Day Close

Address
RaleighNorth CarolinaUnited States
Email
Phone
—22
4.8
————
IPX1031 - Investment Property Exchange Services, Inc. logo

IPX1031 - Investment Property Exchange Services, Inc.

Address
RaleighNorth CarolinaUnited States
Email
Phone
0
0
Jason Curfman - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

Jason Curfman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
RaleighNorth CarolinaUnited States
Email
Phone
0
0
————
CBK Wealth Management - Ameriprise Financial Services, LLC logo

CBK Wealth Management - Ameriprise Financial Services, LLC

Address
RaleighNorth CarolinaUnited States
Email
Phone
0
0
————
The Gidley Group - Ameriprise Financial Services, LLC logo

The Gidley Group - Ameriprise Financial Services, LLC

Address
RaleighNorth CarolinaUnited States
Email
Phone
1
5
————
CoinFlip Bitcoin ATM logo

CoinFlip Bitcoin ATM

Address
RaleighNorth CarolinaUnited States
Email
Phone
1
3
—
Edward Jones - Financial Advisor: Waylon L Iddings logo

Edward Jones - Financial Advisor: Waylon L Iddings

Address
RaleighNorth CarolinaUnited States
Email
Phone
5
4.4
——
IPX1031: Whitney Brennan logo

IPX1031: Whitney Brennan

Address
RaleighNorth CarolinaUnited States
Email
Phone
73
5

This is a randomized preview — the full database contains 204 records with complete field coverage.

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204 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Top Categories

Top business categories in Raleigh

Most popular business categories across Raleigh

Category
Investment services
Use Cases

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

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 204 investment services in Raleigh, with the fields to call, email, segment and map them.

Who Sells to Investment services in Raleigh, North Carolina

Each of these buyers can work the 204 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 204 investment services in Raleigh.
  • 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 Raleigh, North Carolina

Start with the 120 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (200): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (122): 59.8% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (77): 37.7% 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 Raleigh, North Carolina

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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (127): 62% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Raleigh

With 204 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 204 investment services in Raleigh and plan visit days by neighborhood.
  • Postal code patches: split Raleigh by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 2 other North Carolina cities we track are the next step once Raleigh accounts are covered.

Data Coverage for Investment services in Raleigh

204 records · verified September 6, 2026

Phone numbers
200
Email addresses
122
Phone and email
120
Websites
184

Google ratings· 79 rated (39%)

75% hold 5 stars

1-star rated
1
1.3% of rated
2-star rated
2
2.5% of rated
3-star rated
12
15.2% of rated
4-star rated
5
6.3% of rated
5-star rated
59
74.7% of rated

Social profiles:

  • Facebook:77· 37.7%
  • LinkedIn:67· 32.8%
  • X (Twitter):26· 12.7%
  • Instagram:23· 11.3%
  • YouTube:12· 5.9%

Investment services in Raleigh are an email-friendly, Facebook-heavy market: 98% list a phone number and 59.8% publish an email. Among 79 rated investment services, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Explore by Location

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Frequently asked questions about Investment services in Raleigh, North Carolina

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

How many Investment services are there in Raleigh, North Carolina?

There are 204 investment services in Raleigh, North Carolina in our verified database, as of September 6, 2026.

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

How up to date is the Investment services data for Raleigh, North Carolina?

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 Raleigh, North Carolina?

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 Raleigh, North Carolina?

InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Raleigh, North Carolina 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 Raleigh, North Carolina cost?

The complete investment services leads database for Raleigh, North Carolina costs $10 as a one-time payment.

You get instant access to all 204 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 Raleigh, North Carolina 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 Raleigh, North Carolina 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 Raleigh, North Carolina have phone numbers?

200 investment services in Raleigh, North Carolina (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 Raleigh, North Carolina have email addresses?

122 investment services in Raleigh, North Carolina (60%) 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 Raleigh, North Carolina have both a phone number and an email address?

120 investment services in Raleigh, North Carolina 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 Raleigh, North Carolina are active on social media?

Social profile coverage for investment services in Raleigh, North Carolina: 67 on LinkedIn, 77 on Facebook, 23 on Instagram, 12 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 Raleigh, North Carolina have a website?

184 investment services in Raleigh, North Carolina (90%) 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 Raleigh, North Carolina do not have a website?

20 investment services in Raleigh, North Carolina 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 Raleigh, North Carolina?

Rating breakdown for investment services in Raleigh, North Carolina: 59 with a 5-star rating, 5 with a 4-star rating, 12 with a 3-star rating, 2 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 North Carolina or the entire US?

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

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

Is the Investment services contact data in Raleigh, North Carolina 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.