Verified B2B Dataset

List of Investment services in Rhode Island

Rhode Island has 322 investment services in this dataset, last verified September 6, 2026. It ranks 43rd of 51 states with 0.5% of the national total, between South Dakota (350) and Delaware (300).

Providence is the largest city market we track, with 110 investment services. That city holds 34% of the state total, with the rest spread across smaller cities and towns.

Email is harder to come by in Rhode Island: 173 records (53.7%) include an email address, below the national rate of 61.4%, so phone should carry more of the outreach. 321 (99.7%) list a phone number, and 172 carry both.

91.6% of investment services in Rhode Island have a website, in line with the national average of 90.3%. Only 27 lack a site, so pitch redesigns and SEO rather than first-time builds.

Among the 87 rated investment services in Rhode Island, 69% hold a 5-star average, in line with the national figure of 70%. 8 are rated 1 to 2 stars (9.2% of rated businesses, above the national 7.8%), a natural shortlist for reputation management and review software.

322
Total Records
173
Email Coverage
321
Phone Coverage
295
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

95

Facebook

27

Instagram

75

LinkedIn

21

YouTube

CSV · XLSX
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Updated September 6, 2026

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Investment services List in Rhode Island

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Dan Kennedy - RBC Wealth Management Financial Advisor logo

Dan Kennedy - RBC Wealth Management Financial Advisor

Address
ProvidenceRhode IslandUnited States
Email
Phone
0
0
————
CoinFlip Bitcoin ATM - Joe's Kwik Mart #5015 (Warwick) logo

CoinFlip Bitcoin ATM - Joe's Kwik Mart #5015 (Warwick)

Address
WarwickRhode IslandUnited States
Email
Phone
0
0
—
Steven L Lavergne - Financial Advisor, Ameriprise Financial Services, LLC logo

Steven L Lavergne - Financial Advisor, Ameriprise Financial Services, LLC

Address
CumberlandRhode IslandUnited States
Email
Phone
0
0
————
Prescott Wing - RBC Wealth Management Financial Advisor logo

Prescott Wing - RBC Wealth Management Financial Advisor

Address
ProvidenceRhode IslandUnited States
Email
Phone
0
0
————
Owen Odonnell - Financial Advisor, Ameriprise Financial Services, LLC logo

Owen Odonnell - Financial Advisor, Ameriprise Financial Services, LLC

Address
WarwickRhode IslandUnited States
Email
Phone
0
0
————

Pathway Capital Partners

Address
ProvidenceRhode IslandUnited States
Email
Phone
—0
0
————
Edward Jones - Financial Advisor: Matthew T Gough, CEPA®|AAMS®|CRPC™ logo

Edward Jones - Financial Advisor: Matthew T Gough, CEPA®|AAMS®|CRPC™

Address
PortsmouthRhode IslandUnited States
Email
Phone
0
0
——
trading-concepts logo

trading-concepts

Address
CharlestownRhode IslandUnited States
Email
Phone
—0
0
————
Edward Jones - Financial Advisor: Leslie A Pierini logo

Edward Jones - Financial Advisor: Leslie A Pierini

Address
WakefieldRhode IslandUnited States
Email
Phone
2
4
——

Michael Depot - Prudential Financial

Address
WarwickRhode IslandUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Bryan H Dunphy logo

Edward Jones - Financial Advisor: Bryan H Dunphy

Address
BristolRhode IslandUnited States
Email
Phone
0
0
——
Jerome Sullivan - TD Wealth Financial Advisor logo

Jerome Sullivan - TD Wealth Financial Advisor

Address
BarringtonRhode IslandUnited States
Email
Phone
0
0
————
Country Hill, LLC logo

Country Hill, LLC

Address
HarrisvilleRhode IslandUnited States
Email
Phone
—0
0
————
Dev Singh - Morgan Stanley logo

Dev Singh - Morgan Stanley

Address
ProvidenceRhode IslandUnited States
Email
Phone
0
0
————

Watch Hill Investments, LLC

Address
CharlestownRhode IslandUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 322 records with complete field coverage.

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322 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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By Location

Distribution by Location

Number of Investment services across different territories

City
Investment services
Use Cases

What You Can Do with the List of Investment services in Rhode Island

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 322 investment services in Rhode Island, with the fields to call, email, segment and map them.

Who Sells to Investment services in Rhode Island

Each of these buyers can work the 322 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 322 investment services in Rhode Island.
  • 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 Rhode Island

Start with the 172 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (321): 99.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (173): 53.7% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (95): 29.5% 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 Rhode Island

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 (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (227): 70% have no Facebook page on record, an opening for social media management agencies.

Prioritize Cities Across Rhode Island

The 322 investment services in Rhode Island are spread across 1 cities we track and many smaller towns, so rank areas before sending reps out:

  • Beyond the big cities: 212 records (66%) sit outside the 1 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 Rhode Island

322 records · verified September 6, 2026

Phone numbers
321
Email addresses
173
Phone and email
172
Websites
295

Google ratings· 87 rated (27%)

69% hold 5 stars

1-star rated
4
4.6% of rated
2-star rated
4
4.6% of rated
3-star rated
9
10.3% of rated
4-star rated
10
11.5% of rated
5-star rated
60
69% of rated

Social profiles:

  • Facebook:95· 29.5%
  • LinkedIn:75· 23.3%
  • X (Twitter):32· 9.9%
  • Instagram:27· 8.4%
  • YouTube:21· 6.5%

Investment services in Rhode Island are an email-friendly, Facebook-heavy market: 99.7% list a phone number and 53.7% publish an email. Among 87 rated investment services, 69% hold 5 stars, a mostly positive spread.

Frequently asked questions about Investment services in Rhode Island

Everything you need to know about our investment services database for Rhode Island: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Investment services are there in Rhode Island?

There are 322 investment services in Rhode Island in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Rhode Island, for sales prospecting, competitive research, and territory planning.

How up to date is the Investment services data for Rhode Island?

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 Rhode Island?

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 Rhode Island?

InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Rhode Island 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 Rhode Island cost?

The complete investment services leads database for Rhode Island costs $10 as a one-time payment.

You get instant access to all 322 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 Rhode Island 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 Rhode Island 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 Rhode Island have phone numbers?

321 investment services in Rhode Island (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 Rhode Island have email addresses?

173 investment services in Rhode Island (54%) 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 Rhode Island have both a phone number and an email address?

172 investment services in Rhode Island 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 Rhode Island are active on social media?

Social profile coverage for investment services in Rhode Island: 75 on LinkedIn, 95 on Facebook, 27 on Instagram, 21 on YouTube, 32 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 Rhode Island have a website?

295 investment services in Rhode Island (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 Rhode Island do not have a website?

27 investment services in Rhode Island 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 Rhode Island?

Rating breakdown for investment services in Rhode Island: 60 with a 5-star rating, 10 with a 4-star rating, 9 with a 3-star rating, 4 with a 2-star rating, 4 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 Rhode Island 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 Rhode Island 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.