List of Investment services in Salt Lake City
Salt Lake City, Utah, has 130 investment services in this dataset, last verified September 6, 2026. It is the biggest market for investment services among the 2 Utah cities we track, ahead of Farmington (119). Local listings make up 23% of all investment services in Utah.
53 investment services in Salt Lake City list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Utah average, 41.5% against 53.3%, so expect phone (99.2% coverage) to do most of the work.
With 86.9% already online (in line with 84.2% across Utah), only 17 investment services in Salt Lake City lack a website, so site improvements and SEO are the stronger pitch. 36 of their websites list a contact page URL.
56% of the 52 rated investment services in Salt Lake City hold a 5-star average, below the Utah figure of 73%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
19
11
27
8
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 130+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Investment services List in Salt Lake City
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Mercer Advisors - Salt Lake City | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Margaret Hallgren - RBC Wealth Management Financial Advisor | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Capital Street Group - Morgan Stanley | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Paritae Financial Group - Ameriprise Financial Services, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Douglas B. Arnell - BancWest Investment Services Wealth Financial Advisor | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Cody Adams - Morgan Stanley | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | TIAA Financial Services | Address | Salt Lake City | Utah | United States | Email | Phone | 7 | 1.1 | ||||||
 | Atlas Clearing, Inc. (d/b/a "AtlasClearing" / "Wilson-Davis") | Address | Salt Lake City | Utah | United States | Email | Phone | 12 | 3.7 | — | — | — | |||
 | Cross Creek | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Tyler D Johnson | Address | Salt Lake City | Utah | United States | Email | Phone | 1 | 5 | — | — | ||||
 | CoinFlip Bitcoin ATM | Address | Salt Lake City | Utah | United States | Email | Phone | 1 | 5 | — | |||||
 | Mountain Goat Wealth Management | Address | Salt Lake City | Utah | United States | Email | Phone | 11 | 5 | — | — | — | — | ||
 | Investment Advisors Utah | Address | Salt Lake City | Utah | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Cimarron Healthcare Capital | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Keaton Jensen - RBC Wealth Management Financial Advisor | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 130 records with complete field coverage.
Get the full Investment services database
130 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Salt Lake City
Most popular business categories across Salt Lake City
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Salt Lake City
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 130 investment services in Salt Lake City, with the fields to call, email, segment and map them.
Who Sells to Investment services in Salt Lake City, Utah
Each of these buyers can work the 130 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 130 investment services in Salt Lake City.
- 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 Salt Lake City, Utah
Start with the 53 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (129): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (54): 41.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (36): 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 Salt Lake City, Utah
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (17): 13% of investment services in Salt Lake City have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (111): 85% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Salt Lake City
With 130 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 130 investment services in Salt Lake City and plan visit days by neighborhood.
- Postal code patches: split Salt Lake City by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 1 other Utah cities we track are the next step once Salt Lake City accounts are covered.
Data Coverage for Investment services in Salt Lake City
130 records · verified September 6, 2026
- Phone numbers
- 129
- Email addresses
- 54
- Phone and email
- 53
- Websites
- 113
Google ratings· 52 rated (40%)
56% hold 5 stars
- 1-star rated
- 1
- 1.9% of rated
- 2-star rated
- 5
- 9.6% of rated
- 3-star rated
- 13
- 25% of rated
- 4-star rated
- 4
- 7.7% of rated
- 5-star rated
- 29
- 55.8% of rated
Social profiles:
- LinkedIn:27· 20.8%
- Facebook:19· 14.6%
- Instagram:11· 8.5%
- X (Twitter):10· 7.7%
- YouTube:8· 6.2%
Investment services in Salt Lake City are a mixed-channel, LinkedIn-heavy market: 99.2% list a phone number and 41.5% publish an email. Among 52 rated investment services, 56% 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 Salt Lake City, Utah
Everything you need to know about our investment services database for Salt Lake City, Utah: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Salt Lake City, Utah?
There are 130 investment services in Salt Lake City, Utah in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Salt Lake City market for sales prospecting and territory planning.
How up to date is the Investment services data for Salt Lake City, Utah?
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 Salt Lake City, Utah?
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 Salt Lake City, Utah?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Salt Lake City, Utah 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 Salt Lake City, Utah cost?
The complete investment services leads database for Salt Lake City, Utah costs $10 as a one-time payment.
You get instant access to all 130 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 Salt Lake City, Utah 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 Salt Lake City, Utah 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 Salt Lake City, Utah have phone numbers?
129 investment services in Salt Lake City, Utah (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 Salt Lake City, Utah have email addresses?
54 investment services in Salt Lake City, Utah (42%) 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 Salt Lake City, Utah have both a phone number and an email address?
53 investment services in Salt Lake City, Utah 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 Salt Lake City, Utah are active on social media?
Social profile coverage for investment services in Salt Lake City, Utah: 27 on LinkedIn, 19 on Facebook, 11 on Instagram, 8 on YouTube, 10 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 Salt Lake City, Utah have a website?
113 investment services in Salt Lake City, Utah (87%) 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 Salt Lake City, Utah do not have a website?
17 investment services in Salt Lake City, Utah 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 Salt Lake City, Utah?
Rating breakdown for investment services in Salt Lake City, Utah: 29 with a 5-star rating, 4 with a 4-star rating, 13 with a 3-star rating, 5 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 Utah or the entire US?
Yes. Beyond Salt Lake City, we offer the complete Investment services database for Utah and a national all-50-states version.
If you buy the Salt Lake City list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Salt Lake City, Utah 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.