List of Investment services in Providence
Providence, Rhode Island, has 110 investment services in this dataset, last verified September 6, 2026. Local listings make up 34% of all investment services in Rhode Island.
30 investment services in Providence list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Rhode Island average, 27.3% against 53.7%, so expect phone (100% coverage) to do most of the work.
With 95.5% already online (in line with 91.6% across Rhode Island), only 5 investment services in Providence lack a website, so site improvements and SEO are the stronger pitch. 13 of their websites list a contact page URL.
Only 29 investment services in Providence have Google ratings, too few for the averages to say much, though 4 of them sit at 1 to 2 stars.
Social Media Reach
17
7
16
4
YouTube
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Investment services List in Providence
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Joanne M. Daly - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | David Redmond - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | PWI Wealth Partners - Ameriprise Financial Services, LLC | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ted Trafton - Financial Advisor, Ameriprise Financial Services, LLC | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Riparian Partners | Address | Providence | Rhode Island | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | David Locke - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Ayers Daly Group - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The North Atlantic Group - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Strategies for Wealth | Address | Providence | Rhode Island | United States | Email | Phone | 1 | 5 | — | |||||
 | The KRL Group - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Patricia A Craddock - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CoinFlip Bitcoin ATM - Joe's Kwik Mart #5012 (Providence) | Address | Providence | Rhode Island | United States | Email | Phone | 1 | 5 | — | |||||
 | E Justin Simone - Financial Advisor, Ameriprise Financial Services, LLC | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hecht & Tuthill Private Wealth Management Group | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Katelynn R. LePage - Morgan Stanley | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 110 records with complete field coverage.
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110 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Providence
Most popular business categories across Providence
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Providence
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 110 investment services in Providence, with the fields to call, email, segment and map them.
Who Sells to Investment services in Providence, Rhode Island
Each of these buyers can work the 110 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 110 investment services in Providence.
- 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 Providence, Rhode Island
Start with the 30 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (110): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (30): 27.3% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (17): 15.5% 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 Providence, Rhode Island
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 (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (93): 85% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Providence
With 110 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 110 investment services in Providence and plan visit days by neighborhood.
- Postal code patches: split Providence by postal code to divide accounts between reps or focus on specific parts of town.
Data Coverage for Investment services in Providence
110 records · verified September 6, 2026
- Phone numbers
- 110
- Email addresses
- 30
- Phone and email
- 30
- Websites
- 105
Google ratings· 29 rated (26%)
62% hold 5 stars
- 1-star rated
- 1
- 3.4% of rated
- 2-star rated
- 3
- 10.3% of rated
- 3-star rated
- 4
- 13.8% of rated
- 4-star rated
- 3
- 10.3% of rated
- 5-star rated
- 18
- 62.1% of rated
Social profiles:
- Facebook:17· 15.5%
- LinkedIn:16· 14.5%
- Instagram:7· 6.4%
- X (Twitter):7· 6.4%
- YouTube:4· 3.6%
Investment services in Providence are a phone-first market: 100% list a phone number but only 27.3% publish an email. Among 29 rated investment services, 62% hold 5 stars, a mostly positive spread.
Frequently asked questions about Investment services in Providence, Rhode Island
Everything you need to know about our investment services database for Providence, Rhode Island: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Providence, Rhode Island?
There are 110 investment services in Providence, Rhode Island in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Providence market for sales prospecting and territory planning.
How up to date is the Investment services data for Providence, Rhode Island?
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 Providence, Rhode Island?
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 Providence, Rhode Island?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Providence, Rhode Island 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 Providence, Rhode Island cost?
The complete investment services leads database for Providence, Rhode Island costs $10 as a one-time payment.
You get instant access to all 110 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 Providence, Rhode Island 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 Providence, Rhode Island 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 Providence, Rhode Island have phone numbers?
110 investment services in Providence, Rhode Island (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 Providence, Rhode Island have email addresses?
30 investment services in Providence, Rhode Island (27%) 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 Providence, Rhode Island have both a phone number and an email address?
30 investment services in Providence, Rhode Island 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 Providence, Rhode Island are active on social media?
Social profile coverage for investment services in Providence, Rhode Island: 16 on LinkedIn, 17 on Facebook, 7 on Instagram, 4 on YouTube, 7 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 Providence, Rhode Island have a website?
105 investment services in Providence, Rhode Island (95%) 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 Providence, Rhode Island do not have a website?
5 investment services in Providence, Rhode Island 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 Providence, Rhode Island?
Rating breakdown for investment services in Providence, Rhode Island: 18 with a 5-star rating, 3 with a 4-star rating, 4 with a 3-star rating, 3 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 Rhode Island or the entire US?
Yes. Beyond Providence, we offer the complete Investment services database for Rhode Island and a national all-50-states version.
If you buy the Providence list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Providence, Rhode Island 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.