List of Investment services in New York
New York has 3,160 investment services in this dataset, last verified September 6, 2026. It is the fourth-largest market for investment services in the United States, holding 4.5% of the national total, behind Florida (4,223) and ahead of Illinois (2,931).
Among cities, New York leads by a wide margin with 447, 2.8 times the size of Melville (161), followed by Syracuse (147). Together the top three hold 24% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in New York: 1,522 records (48.2%) include an email address, below the national rate of 61.4%, so phone should carry more of the outreach. 3,115 (98.6%) list a phone number, and 1,504 carry both.
89.2% of investment services in New York have a website, in line with the national average of 90.3%. Only 342 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 975 rated investment services in New York, 66% hold a 5-star average, in line with the national figure of 70%. 119 are rated 1 to 2 stars (12% of rated businesses, well above the national 7.8%), a natural shortlist for reputation management and review software.
Social Media Reach
1,055
192
634
145
YouTube
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Investment services List in New York
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Pinnacle Investments, LLC | Address | Liverpool | New York | United States | Email | Phone | 0 | 0 | |||||||
Global Fund Exchange | Address | Oyster Bay | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Joseph Ossandon - TD Wealth Financial Advisor | Address | Hewlett | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | William Soden - Prudential Financial | Address | Syracuse | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Wealth Management | Address | Poughkeepsie | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jess W Esposito | Address | Ithaca | New York | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Donald Booth - Prudential Financial | Address | Lockport | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Edward Jones - Financial Advisor: Gregory Pilla, CEPA® | Address | New Rochelle | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Blue Spark Capital Advisors | Address | New York | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Comprehensive Wealth Management Group, LLC | Address | Staten Island | New York | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | Dorfman Steck Group - Morgan Stanley | Address | Garden City | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors Financial Network | Address | Hicksville | New York | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Fidelity Investments | Address | Albany | New York | United States | Email | Phone | 24 | 3 | — | — | — | — | ||
 | ATAX - Bellmore, NY | Address | Bellmore | New York | United States | Email | Phone | 10 | 4.2 | — | |||||
 | David E. Krauss - Morgan Stanley | Address | Purchase | New York | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 3,160 records with complete field coverage.
Get the full Investment services database
3,160 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Investment services in New York
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 3,160 investment services in New York, with the fields to call, email, segment and map them.
Who Sells to Investment services in New York
Each of these buyers can work the 3,160 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 3,160 investment services in New York.
- 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 New York
Start with the 1,504 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (3,115): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,522): 48.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (1,055): 33.4% 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 New York
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (342): 11% of investment services in New York have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (119): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (2,105): 67% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across New York
The 3,160 investment services in New York are spread across 3 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: New York, Melville and Syracuse hold 24% of records in New York, the biggest clusters for in-person visits.
- Beyond the big cities: 2,405 records (76%) sit outside the 3 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 New York
3,160 records · verified September 6, 2026
- Phone numbers
- 3,115
- Email addresses
- 1,522
- Phone and email
- 1,504
- Websites
- 2,818
Google ratings· 975 rated (31%)
66% hold 5 stars
- 1-star rated
- 75
- 7.7% of rated
- 2-star rated
- 44
- 4.5% of rated
- 3-star rated
- 120
- 12.3% of rated
- 4-star rated
- 94
- 9.6% of rated
- 5-star rated
- 642
- 65.8% of rated
Social profiles:
- Facebook:1,055· 33.4%
- LinkedIn:634· 20.1%
- X (Twitter):200· 6.3%
- Instagram:192· 6.1%
- YouTube:145· 4.6%
Investment services in New York are a mixed-channel, Facebook-heavy market: 98.6% list a phone number and 48.2% publish an email. Among 975 rated investment services, 66% hold 5 stars, a mostly positive spread.
Related Investment services by Location
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Frequently asked questions about Investment services in New York
Everything you need to know about our investment services database for New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in New York?
There are 3,160 investment services in New York in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in New York, for sales prospecting, competitive research, and territory planning.
How up to date is the Investment services data for New York?
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 New York?
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 New York?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in New York 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 New York cost?
The complete investment services leads database for New York costs $36 as a one-time payment.
You get instant access to all 3,160 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 New York specifically, a one-time $36 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 New York 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 New York have phone numbers?
3,115 investment services in New York (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 New York have email addresses?
1,522 investment services in New York (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 New York have both a phone number and an email address?
1,504 investment services in New York 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 New York are active on social media?
Social profile coverage for investment services in New York: 634 on LinkedIn, 1,055 on Facebook, 192 on Instagram, 145 on YouTube, 200 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 New York have a website?
2,818 investment services in New York (89%) 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 New York do not have a website?
342 investment services in New York 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 New York?
Rating breakdown for investment services in New York: 642 with a 5-star rating, 94 with a 4-star rating, 120 with a 3-star rating, 44 with a 2-star rating, 75 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 New York 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 New York 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.