List of Investment services in Milwaukee
Milwaukee, Wisconsin, has 103 investment services in this dataset, last verified September 6, 2026. It is the second-largest of the 2 Wisconsin cities we track, behind Green Bay (108). Local listings make up 5.4% of all investment services in Wisconsin.
40 investment services in Milwaukee list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Wisconsin average, 38.8% against 70.4%, so expect phone (96.1% coverage) to do most of the work.
With 92.2% already online (in line with 95.3% across Wisconsin), only 8 investment services in Milwaukee lack a website, so site improvements and SEO are the stronger pitch. 10 of their websites list a contact page URL.
47% of the 38 rated investment services in Milwaukee hold a 5-star average, well below the Wisconsin figure of 72%. The 7 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
28
20
36
8
YouTube
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Investment services List in Milwaukee
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Acc-U-Rite Tax Service Inc. | Address | Milwaukee | Wisconsin | United States | Email | Phone | 118 | 4.9 | — | — | — | — | ||
 | The Wolf Group - Merrill Lynch | Address | Milwaukee | Wisconsin | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Gregory Kostka - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Campbell Newman Asset Management, Inc. | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Heartland Advisors, Inc. | Address | Milwaukee | Wisconsin | United States | Email | Phone | 4 | 4 | — | — | — | |||
 | Marietta Investment Partners, LLC | Address | Milwaukee | Wisconsin | United States | Email | Phone | 1 | 5 | — | |||||
I Envision Investvents LLC | Address | Milwaukee | Wisconsin | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Baird Advisors | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | ||||||
 | Global Value Investment Corp. | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Jim Wozniak - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CoinFlip Bitcoin ATM - BP (Milwaukee) | Address | Milwaukee | Wisconsin | United States | Email | Phone | 1 | 5 | — | |||||
 | Merrill Lynch Wealth Management | Address | Milwaukee | Wisconsin | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Nathan Abrahamson - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Richard D. Ormsby - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Artisan Partners | Address | Milwaukee | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 103 records with complete field coverage.
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103 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Milwaukee
Most popular business categories across Milwaukee
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Milwaukee
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 103 investment services in Milwaukee, with the fields to call, email, segment and map them.
Who Sells to Investment services in Milwaukee, Wisconsin
Each of these buyers can work the 103 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 103 investment services in Milwaukee.
- 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 Milwaukee, Wisconsin
Start with the 40 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (99): 96.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (40): 38.8% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (28): 27.2% 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 Milwaukee, Wisconsin
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 (7): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (75): 73% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Milwaukee
With 103 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 103 investment services in Milwaukee and plan visit days by neighborhood.
- Postal code patches: split Milwaukee by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 1 other Wisconsin cities we track are the next step once Milwaukee accounts are covered.
Data Coverage for Investment services in Milwaukee
103 records · verified September 6, 2026
- Phone numbers
- 99
- Email addresses
- 40
- Phone and email
- 40
- Websites
- 95
Google ratings· 38 rated (37%)
47% hold 5 stars
- 1-star rated
- 5
- 13.2% of rated
- 2-star rated
- 2
- 5.3% of rated
- 3-star rated
- 9
- 23.7% of rated
- 4-star rated
- 4
- 10.5% of rated
- 5-star rated
- 18
- 47.4% of rated
Social profiles:
- LinkedIn:36· 35%
- Facebook:28· 27.2%
- X (Twitter):25· 24.3%
- Instagram:20· 19.4%
- YouTube:8· 7.8%
Investment services in Milwaukee are a mixed-channel, LinkedIn-heavy market: 96.1% list a phone number and 38.8% publish an email. Among 38 rated investment services, 47% hold 5 stars, a more even spread, so ratings separate businesses meaningfully.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Milwaukee, Wisconsin
Everything you need to know about our investment services database for Milwaukee, Wisconsin: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Milwaukee, Wisconsin?
There are 103 investment services in Milwaukee, Wisconsin in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Milwaukee market for sales prospecting and territory planning.
How up to date is the Investment services data for Milwaukee, Wisconsin?
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 Milwaukee, Wisconsin?
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 Milwaukee, Wisconsin?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Milwaukee, Wisconsin 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 Milwaukee, Wisconsin cost?
The complete investment services leads database for Milwaukee, Wisconsin costs $10 as a one-time payment.
You get instant access to all 103 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 Milwaukee, Wisconsin 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 Milwaukee, Wisconsin 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 Milwaukee, Wisconsin have phone numbers?
99 investment services in Milwaukee, Wisconsin (96% 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 Milwaukee, Wisconsin have email addresses?
40 investment services in Milwaukee, Wisconsin (39%) 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 Milwaukee, Wisconsin have both a phone number and an email address?
40 investment services in Milwaukee, Wisconsin 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 Milwaukee, Wisconsin are active on social media?
Social profile coverage for investment services in Milwaukee, Wisconsin: 36 on LinkedIn, 28 on Facebook, 20 on Instagram, 8 on YouTube, 25 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 Milwaukee, Wisconsin have a website?
95 investment services in Milwaukee, Wisconsin (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 Milwaukee, Wisconsin do not have a website?
8 investment services in Milwaukee, Wisconsin 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 Milwaukee, Wisconsin?
Rating breakdown for investment services in Milwaukee, Wisconsin: 18 with a 5-star rating, 4 with a 4-star rating, 9 with a 3-star rating, 2 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 Wisconsin or the entire US?
Yes. Beyond Milwaukee, we offer the complete Investment services database for Wisconsin and a national all-50-states version.
If you buy the Milwaukee list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Milwaukee, Wisconsin 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.