List of Investment services in Cincinnati
Cincinnati, Ohio, has 184 investment services in this dataset, last verified September 6, 2026. It is the biggest market for investment services among the 2 Ohio cities we track, ahead of Warren (109). Local listings make up 7.5% of all investment services in Ohio.
104 investment services in Cincinnati list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Ohio average, 56.5% against 71.4%, so expect phone (100% coverage) to do most of the work.
With 91.8% already online (in line with 95.3% across Ohio), only 15 investment services in Cincinnati lack a website, so site improvements and SEO are the stronger pitch. 13 of their websites list a contact page URL.
63% of the 71 rated investment services in Cincinnati hold a 5-star average, below the Ohio figure of 75%. The 9 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
96
26
41
22
YouTube
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Investment services List in Cincinnati
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Wealth Management | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Steven Rivard - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Zach Kopeck - Financial Advisor, Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kimberly Thompson - Financial Advisor, Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Copper Path Financial Advisors - Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Clarity Wealth Management | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fidant Wealth Partners - Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kaitlin Schaengold - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Sims Investment Management | Address | Cincinnati | Ohio | United States | Email | Phone | 6 | 5 | — | — | — | — | ||
 | Aspiriant Wealth Management | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 5 | ||||||
 | ArkMalibu | Mergers and Acquisition Firm & Investment Bank | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | ||||
 | RedTree Investment Group | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Credent Wealth Management - Cincinnati, OH | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | |||||
 | Fifth Third Private Bank - Susan Podwell | Address | Cincinnati | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | JEFF MUMPER AND ASSOCIATES - Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 1 | — | — | — |
This is a randomized preview — the full database contains 184 records with complete field coverage.
Get the full Investment services database
184 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Cincinnati
Most popular business categories across Cincinnati
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Cincinnati
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 184 investment services in Cincinnati, with the fields to call, email, segment and map them.
Who Sells to Investment services in Cincinnati, Ohio
Each of these buyers can work the 184 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 184 investment services in Cincinnati.
- 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 Cincinnati, Ohio
Start with the 104 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (184): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (104): 56.5% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (96): 52.2% 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 Cincinnati, Ohio
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 (9): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Cincinnati
With 184 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 184 investment services in Cincinnati and plan visit days by neighborhood.
- Postal code patches: split Cincinnati by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 1 other Ohio cities we track are the next step once Cincinnati accounts are covered.
Data Coverage for Investment services in Cincinnati
184 records · verified September 6, 2026
- Phone numbers
- 184
- Email addresses
- 104
- Phone and email
- 104
- Websites
- 169
Google ratings· 71 rated (39%)
63% hold 5 stars
- 1-star rated
- 5
- 7% of rated
- 2-star rated
- 4
- 5.6% of rated
- 3-star rated
- 7
- 9.9% of rated
- 4-star rated
- 10
- 14.1% of rated
- 5-star rated
- 45
- 63.4% of rated
Social profiles:
- Facebook:96· 52.2%
- LinkedIn:41· 22.3%
- Instagram:26· 14.1%
- X (Twitter):26· 14.1%
- YouTube:22· 12%
Investment services in Cincinnati are an email-friendly, Facebook-heavy market: 100% list a phone number and 56.5% publish an email. Among 71 rated investment services, 63% 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 Cincinnati, Ohio
Everything you need to know about our investment services database for Cincinnati, Ohio: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Cincinnati, Ohio?
There are 184 investment services in Cincinnati, Ohio in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Cincinnati market for sales prospecting and territory planning.
How up to date is the Investment services data for Cincinnati, Ohio?
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 Cincinnati, Ohio?
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 Cincinnati, Ohio?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Cincinnati, Ohio 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 Cincinnati, Ohio cost?
The complete investment services leads database for Cincinnati, Ohio costs $10 as a one-time payment.
You get instant access to all 184 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 Cincinnati, Ohio 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 Cincinnati, Ohio 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 Cincinnati, Ohio have phone numbers?
184 investment services in Cincinnati, Ohio (100% 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 Cincinnati, Ohio have email addresses?
104 investment services in Cincinnati, Ohio (57%) 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 Cincinnati, Ohio have both a phone number and an email address?
104 investment services in Cincinnati, Ohio 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 Cincinnati, Ohio are active on social media?
Social profile coverage for investment services in Cincinnati, Ohio: 41 on LinkedIn, 96 on Facebook, 26 on Instagram, 22 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 Cincinnati, Ohio have a website?
169 investment services in Cincinnati, Ohio (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 Cincinnati, Ohio do not have a website?
15 investment services in Cincinnati, Ohio 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 Cincinnati, Ohio?
Rating breakdown for investment services in Cincinnati, Ohio: 45 with a 5-star rating, 10 with a 4-star rating, 7 with a 3-star rating, 4 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 Ohio or the entire US?
Yes. Beyond Cincinnati, we offer the complete Investment services database for Ohio and a national all-50-states version.
If you buy the Cincinnati list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Cincinnati, Ohio 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.