List of Investment services in Utah
Utah has 565 investment services in this dataset, last verified September 6, 2026. It ranks 32nd of 51 states with 0.8% of the national total, between Oklahoma (762) and Nebraska (559).
Among cities, Salt Lake City leads with 130, ahead of Farmington (119). Together the top two hold 44% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Utah: 301 records (53.3%) include an email address, below the national rate of 61.4%, so phone should carry more of the outreach. 558 (98.8%) list a phone number, and 299 carry both.
84.2% of investment services in Utah have a website, in line with the national average of 90.3%. Only 89 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 276 rated investment services in Utah, 73% hold a 5-star average, in line with the national figure of 70%. 25 are rated 1 to 2 stars (9.1% of rated businesses, above the national 7.8%), a natural shortlist for reputation management and review software.
Social Media Reach
185
61
191
34
YouTube
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Investment services List in Utah
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Wells Fargo Advisors | Address | Vernal | Utah | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Beck Financial Group - Ameriprise Financial Services, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Boulder Mtn Endurance Investments | Address | Salt Lake City | Utah | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Wells Fargo Advisors | Address | Salt Lake City | Utah | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Truman Thomson - Prudential Financial | Address | South Jordan | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Sharilyn S Gamble, AAMS® | Address | Ogden | Utah | United States | Email | Phone | 0 | 0 | — | — | ||||
Edward Jones - Financial Advisor: Craig G Smith | Address | Provo | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Tencap Wealth Coaching - Financial Advisor | Address | South Jordan | Utah | United States | Email | Phone | 52 | 5 | — | — | — | — | ||
 | Patrick Griffin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Sandy | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: David N Zook | Address | Logan | Utah | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Alliance Wealth Advisors | Address | Centerville | Utah | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Jeremy Leavitt - Financial Advisor, Ameriprise Financial Services, LLC | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Cyprus Credit Union - St. Mark's | Address | Salt Lake City | Utah | United States | Email | Phone | 20 | 3.8 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jordan R Smith | Address | Centerville | Utah | United States | Email | Phone | 2 | 5 | — | — | ||||
7Twelve Portfolio | Address | Springville | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 565 records with complete field coverage.
Get the full Investment services database
565 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Investment services across different territories
City | Investment services |
|---|---|
Salt Lake City | 130 |
Farmington | 119 |
What You Can Do with the List of Investment services in Utah
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 565 investment services in Utah, with the fields to call, email, segment and map them.
Who Sells to Investment services in Utah
Each of these buyers can work the 565 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 565 investment services in Utah.
- 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 Utah
Start with the 299 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (558): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (301): 53.3% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (185): 32.7% 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 Utah
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (89): 16% of investment services in Utah have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (25): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (380): 67% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Utah
The 565 investment services in Utah are spread across 2 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Salt Lake City and Farmington hold 44% of records in Utah, the biggest clusters for in-person visits.
- Beyond the big cities: 316 records (56%) sit outside the 2 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 Utah
565 records · verified September 6, 2026
- Phone numbers
- 558
- Email addresses
- 301
- Phone and email
- 299
- Websites
- 476
Google ratings· 276 rated (49%)
73% hold 5 stars
- 1-star rated
- 14
- 5.1% of rated
- 2-star rated
- 11
- 4% of rated
- 3-star rated
- 24
- 8.7% of rated
- 4-star rated
- 26
- 9.4% of rated
- 5-star rated
- 201
- 72.8% of rated
Social profiles:
- LinkedIn:191· 33.8%
- Facebook:185· 32.7%
- Instagram:61· 10.8%
- X (Twitter):55· 9.7%
- YouTube:34· 6%
Investment services in Utah are an email-friendly, LinkedIn-heavy market: 98.8% list a phone number and 53.3% publish an email. Among 276 rated investment services, 73% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Utah
Everything you need to know about our investment services database for Utah: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Utah?
There are 565 investment services in Utah in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Utah, for sales prospecting, competitive research, and territory planning.
How up to date is the Investment services data for Utah?
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 Utah?
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 Utah?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Utah 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 Utah cost?
The complete investment services leads database for Utah costs $10 as a one-time payment.
You get instant access to all 565 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 Utah 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 Utah 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 Utah have phone numbers?
558 investment services in Utah (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 Utah have email addresses?
301 investment services in Utah (53%) 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 Utah have both a phone number and an email address?
299 investment services in Utah 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 Utah are active on social media?
Social profile coverage for investment services in Utah: 191 on LinkedIn, 185 on Facebook, 61 on Instagram, 34 on YouTube, 55 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 Utah have a website?
476 investment services in Utah (84%) 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 Utah do not have a website?
89 investment services in Utah 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 Utah?
Rating breakdown for investment services in Utah: 201 with a 5-star rating, 26 with a 4-star rating, 24 with a 3-star rating, 11 with a 2-star rating, 14 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 Utah 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 Utah 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.