List of Investment services in Connecticut
Connecticut has 1,423 investment services in this dataset, last verified September 6, 2026. It ranks 18th of 51 states with 2% of the national total, between Minnesota (1,523) and Maryland (1,374).
Among cities, Farmington leads with 145, ahead of Stamford (112) and Brookfield (109). Together the top three hold 26% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Connecticut: 682 records (47.9%) include an email address, below the national rate of 61.4%, so phone should carry more of the outreach. 1,404 (98.7%) list a phone number, and 675 carry both.
89.8% of investment services in Connecticut have a website, in line with the national average of 90.3%. Only 145 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 335 rated investment services in Connecticut, 64% hold a 5-star average, below the national figure of 70%. 42 are rated 1 to 2 stars (13% of rated businesses, well above the national 7.8%), a natural shortlist for reputation management and review software.
Social Media Reach
338
123
313
79
YouTube
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Investment services List in Connecticut
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Joe Cullen - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southbury | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ellafi Federal Credit Union | Address | Meriden | Connecticut | United States | Email | Phone | 36 | 3 | — | — | — | — | ||
 | Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC | Address | Bristol | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Stanwich | Address | Wilton | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Milford Bank | Address | Stratford | Connecticut | United States | Email | Phone | 12 | 4.7 | — | — | — | — | ||
 | Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | North Haven | Connecticut | United States | Email | Phone | 41 | 5 | — | — | — | — | ||
 | Kyle Casagrande - Financial Advisor, Ameriprise Financial Services, LLC | Address | North Haven | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Scott Stimson - Financial Advisor, Ameriprise Financial Services, LLC | Address | Granby | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Cindy Shi | Address | Canton | Connecticut | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Julie Lopes - TD Wealth Relationship Manager | Address | West Hartford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Avery S Barlow, ChFC® | Address | Avon | Connecticut | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Caroline Calder - Morgan Stanley | Address | Greenwich | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Robert Sorensen | Address | New Haven | Connecticut | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Pamela E. Kiernan - Morgan Stanley | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: David E Laughran, CFP®|AAMS® | Address | Branford | Connecticut | United States | Email | Phone | 0 | 0 | — | — |
This is a randomized preview — the full database contains 1,423 records with complete field coverage.
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1,423 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Investment services in Connecticut
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 1,423 investment services in Connecticut, with the fields to call, email, segment and map them.
Who Sells to Investment services in Connecticut
Each of these buyers can work the 1,423 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 1,423 investment services in Connecticut.
- 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 Connecticut
Start with the 675 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,404): 98.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (682): 47.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (368): 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 Connecticut
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (145): 10% of investment services in Connecticut have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (42): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,085): 76% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Connecticut
The 1,423 investment services in Connecticut are spread across 6 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Farmington, Stamford, Brookfield, Canton and Westport hold 41% of records in Connecticut, the biggest clusters for in-person visits.
- Beyond the big cities: 743 records (52%) sit outside the 6 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Investment services in Connecticut
1,423 records · verified September 6, 2026
- Phone numbers
- 1,404
- Email addresses
- 682
- Phone and email
- 675
- Websites
- 1,278
Google ratings· 335 rated (24%)
64% hold 5 stars
- 1-star rated
- 33
- 9.9% of rated
- 2-star rated
- 9
- 2.7% of rated
- 3-star rated
- 40
- 11.9% of rated
- 4-star rated
- 37
- 11% of rated
- 5-star rated
- 216
- 64.5% of rated
Social profiles:
- Facebook:338· 23.8%
- LinkedIn:313· 22%
- X (Twitter):125· 8.8%
- Instagram:123· 8.6%
- YouTube:79· 5.6%
Investment services in Connecticut are a mixed-channel, Facebook-heavy market: 98.7% list a phone number and 47.9% publish an email. Among 335 rated investment services, 64% hold 5 stars, a mostly positive spread.
Related Investment services by Location
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Frequently asked questions about Investment services in Connecticut
Everything you need to know about our investment services database for Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Connecticut?
There are 1,423 investment services in Connecticut in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Connecticut, for sales prospecting, competitive research, and territory planning.
How up to date is the Investment services data for Connecticut?
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 Connecticut?
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 Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Connecticut 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 Connecticut cost?
The complete investment services leads database for Connecticut costs $15 as a one-time payment.
You get instant access to all 1,423 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 Connecticut specifically, a one-time $15 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 Connecticut 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 Connecticut have phone numbers?
1,404 investment services in Connecticut (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 Connecticut have email addresses?
682 investment services in Connecticut (48%) 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 Connecticut have both a phone number and an email address?
675 investment services in Connecticut 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 Connecticut are active on social media?
Social profile coverage for investment services in Connecticut: 313 on LinkedIn, 338 on Facebook, 123 on Instagram, 79 on YouTube, 125 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 Connecticut have a website?
1,278 investment services in Connecticut (90%) 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 Connecticut do not have a website?
145 investment services in Connecticut 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 Connecticut?
Rating breakdown for investment services in Connecticut: 216 with a 5-star rating, 37 with a 4-star rating, 40 with a 3-star rating, 9 with a 2-star rating, 33 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 other states or the entire US?
Yes. The national Investment services database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Connecticut first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Investment services contact data in Connecticut 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.