List of Investment services in Kirkland
Kirkland, Washington, has 102 investment services in this dataset, last verified September 6, 2026. It is the fourth-largest of the 4 Washington cities we track, behind Spokane (112). Local listings make up 5.2% of all investment services in Washington.
39 investment services in Kirkland list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Washington average, 38.2% against 69.6%, so expect phone (100% coverage) to do most of the work.
With 97.1% already online (in line with 93.2% across Washington), only 3 investment services in Kirkland lack a website, so site improvements and SEO are the stronger pitch. 3 of their websites list a contact page URL.
Only 27 investment services in Kirkland have Google ratings, too few for the averages to say much, though 3 of them sit at 1 to 2 stars.
Social Media Reach
34
2
21
1
YouTube
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Investment services List in Kirkland
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Andrew Kloess - RBC Wealth Management Financial Advisor | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Osage Pacific Advisers, Inc. - Northwest | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Alex Armour, AAMS® | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Alan L Larson - Morgan Stanley | Address | Kirkland | Washington | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Will Gao - Morgan Stanley | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ben Hicks - Edelman Financial Engines | Address | Kirkland | Washington | United States | Email | Phone | 7 | 5 | — | — | ||||
 | Edward Jones - Financial Advisor: Matthew Kroner, CRPS⢠| Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Kevin T Kramer, CFP® | Address | Kirkland | Washington | United States | Email | Phone | 2 | 5 | — | — | ||||
 | Olympic View Group | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Eastside Funding | Address | Kirkland | Washington | United States | Email | Phone | 145 | 5 | — | |||||
 | Megan Lockhart - RBC Wealth Management Financial Advisor | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | RBC Wealth Management Branch - Kirkland | Address | Kirkland | Washington | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Civic Financial Services | Address | Kirkland | Washington | United States | Email | Phone | — | 14 | 4.1 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Kagan C Wolfe, AAMS® | Address | Kirkland | Washington | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Gesa Credit Union | Address | Kirkland | Washington | United States | Email | Phone | 17 | 3.6 | — | — | — | — |
This is a randomized preview — the full database contains 102 records with complete field coverage.
Get the full Investment services database
102 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Kirkland
Most popular business categories across Kirkland
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Kirkland
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 102 investment services in Kirkland, with the fields to call, email, segment and map them.
Who Sells to Investment services in Kirkland, Washington
Each of these buyers can work the 102 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 102 investment services in Kirkland.
- 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 Kirkland, Washington
Start with the 39 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (102): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (39): 38.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (34): 33.3% 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 Kirkland, Washington
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 (68): 67% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Kirkland
With 102 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 102 investment services in Kirkland and plan visit days by neighborhood.
- Postal code patches: split Kirkland by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 3 other Washington cities we track are the next step once Kirkland accounts are covered.
Data Coverage for Investment services in Kirkland
102 records · verified September 6, 2026
- Phone numbers
- 102
- Email addresses
- 39
- Phone and email
- 39
- Websites
- 99
Google ratings· 27 rated (26%)
56% hold 5 stars
- 1-star rated
- 3
- 11.1% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 5
- 18.5% of rated
- 4-star rated
- 4
- 14.8% of rated
- 5-star rated
- 15
- 55.6% of rated
Social profiles:
- Facebook:34· 33.3%
- LinkedIn:21· 20.6%
- X (Twitter):5· 4.9%
- Instagram:2· 2%
- YouTube:1· 1%
Investment services in Kirkland are a mixed-channel, Facebook-heavy market: 100% list a phone number and 38.2% publish an email. Among 27 rated investment services, 56% hold 5 stars, a mostly positive spread.
Related Investment services by Location
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Frequently asked questions about Investment services in Kirkland, Washington
Everything you need to know about our investment services database for Kirkland, Washington: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Kirkland, Washington?
There are 102 investment services in Kirkland, Washington in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Kirkland market for sales prospecting and territory planning.
How up to date is the Investment services data for Kirkland, Washington?
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 Kirkland, Washington?
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 Kirkland, Washington?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Kirkland, Washington 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 Kirkland, Washington cost?
The complete investment services leads database for Kirkland, Washington costs $10 as a one-time payment.
You get instant access to all 102 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 Kirkland, Washington 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 Kirkland, Washington 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 Kirkland, Washington have phone numbers?
102 investment services in Kirkland, Washington (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 Kirkland, Washington have email addresses?
39 investment services in Kirkland, Washington (38%) 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 Kirkland, Washington have both a phone number and an email address?
39 investment services in Kirkland, Washington 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 Kirkland, Washington are active on social media?
Social profile coverage for investment services in Kirkland, Washington: 21 on LinkedIn, 34 on Facebook, 2 on Instagram, 1 on YouTube, 5 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 Kirkland, Washington have a website?
99 investment services in Kirkland, Washington (97%) 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 Kirkland, Washington do not have a website?
3 investment services in Kirkland, Washington 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 Kirkland, Washington?
Rating breakdown for investment services in Kirkland, Washington: 15 with a 5-star rating, 4 with a 4-star rating, 5 with a 3-star rating, 0 with a 2-star rating, 3 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 Washington or the entire US?
Yes. Beyond Kirkland, we offer the complete Investment services database for Washington and a national all-50-states version.
If you buy the Kirkland list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Kirkland, Washington 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.