Verified B2B Dataset

List of Investment services in Washington

Washington has 1,962 investment services in this dataset, last verified September 6, 2026. It ranks 11th of 51 states with 2.8% of the national total, between North Carolina (2,111) and Wisconsin (1,904).

Among cities, Seattle leads with 153, ahead of Tacoma (114) and Spokane (112). Together the top three hold only 19% of all investment services in Washington, so the market reaches well beyond its biggest cities.

Email reach in Washington runs above the national rate: 1,366 investment services (69.6%) include an email address, against 61.4% across the United States. 1,944 (99.1%) list a phone number, and 1,357 carry both.

93.2% of investment services in Washington have a website, in line with the national average of 90.3%. Only 133 lack a site, so pitch redesigns and SEO rather than first-time builds.

Among the 816 rated investment services in Washington, 70% hold a 5-star average, in line with the national figure of 70%. 57 are rated 1 to 2 stars (7% of rated businesses, below the national 7.8%), a natural shortlist for reputation management and review software.

1962
Total Records
1366
Email Coverage
1944
Phone Coverage
1829
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

1,256

Facebook

161

Instagram

930

LinkedIn

75

YouTube

CSV · XLSX
Verified & accurate
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Updated September 6, 2026

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Investment services List in Washington

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Nate Driggs - Edelman Financial Engines logo

Nate Driggs - Edelman Financial Engines

Address
Federal WayWashingtonUnited States
Email
Phone
23
5
——
Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint logo

Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint

Address
VancouverWashingtonUnited States
Email
Phone
0
0
——
J.P. Morgan Wealth Management logo

J.P. Morgan Wealth Management

Address
SeattleWashingtonUnited States
Email
Phone
1
4
Charlie Salerno - Financial Advisor, Ameriprise Financial Services, LLC logo

Charlie Salerno - Financial Advisor, Ameriprise Financial Services, LLC

Address
BellevueWashingtonUnited States
Email
Phone
0
0
———
CNU Mortgage Note Buyers Kennewick WA logo

CNU Mortgage Note Buyers Kennewick WA

Address
KennewickWashingtonUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Larissa J Sklar, CFP® logo

Edward Jones - Financial Advisor: Larissa J Sklar, CFP®

Address
Federal WayWashingtonUnited States
Email
Phone
2
5
——
Eli Christenson - Financial Advisor, Ameriprise Financial Services, LLC logo

Eli Christenson - Financial Advisor, Ameriprise Financial Services, LLC

Address
SpokaneWashingtonUnited States
Email
Phone
0
0
———

Civic Financial Services

Address
KirklandWashingtonUnited States
Email
Phone
—14
4.1
————
Peridot Capital Management LLC logo

Peridot Capital Management LLC

Address
SeattleWashingtonUnited States
Email
Phone
2
5
————
Edward Jones - Financial Advisor: Spencer C McCartney, CFP®|AAMS® logo

Edward Jones - Financial Advisor: Spencer C McCartney, CFP®|AAMS®

Address
ColvilleWashingtonUnited States
Email
Phone
0
0
——
Robert Andrews - RBC Wealth Management Financial Advisor logo

Robert Andrews - RBC Wealth Management Financial Advisor

Address
TacomaWashingtonUnited States
Email
Phone
0
0
————
Jason Townsend Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

Jason Townsend Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
VancouverWashingtonUnited States
Email
Phone
1
1
———
Tschetter Group logo

Tschetter Group

Address
BellevueWashingtonUnited States
Email
Phone
1
5
——
Chelsey Tabion - Morgan Stanley logo

Chelsey Tabion - Morgan Stanley

Address
TacomaWashingtonUnited States
Email
Phone
0
0
————
CoinFlip Bitcoin ATM - Rocket #5927 (Edmonds) logo

CoinFlip Bitcoin ATM - Rocket #5927 (Edmonds)

Address
EdmondsWashingtonUnited States
Email
Phone
0
0
—

This is a randomized preview — the full database contains 1,962 records with complete field coverage.

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By Location

Distribution by Location

Number of Investment services across different territories

Use Cases

What You Can Do with the List of Investment services in Washington

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 1,962 investment services in Washington, with the fields to call, email, segment and map them.

Who Sells to Investment services in Washington

Each of these buyers can work the 1,962 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 1,962 investment services in Washington.
  • 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 Washington

Start with the 1,357 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (1,944): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (1,366): 69.6% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (1,256): 64% 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 Washington

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 (57): businesses with poor Google ratings, prospects for reputation management and review generation services.

Prioritize Cities Across Washington

The 1,962 investment services in Washington are spread across 4 cities we track and many smaller towns, so rank areas before sending reps out:

  • Top city markets: Seattle, Tacoma, Spokane and Kirkland hold 25% of records in Washington, the biggest clusters for in-person visits.
  • Beyond the big cities: 1,481 records (75%) sit outside the 4 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 Washington

1,962 records · verified September 6, 2026

Phone numbers
1,944
Email addresses
1,366
Phone and email
1,357
Websites
1,829

Google ratings· 816 rated (42%)

70% hold 5 stars

1-star rated
36
4.4% of rated
2-star rated
21
2.6% of rated
3-star rated
98
12% of rated
4-star rated
91
11.2% of rated
5-star rated
570
69.9% of rated

Social profiles:

  • Facebook:1,256· 64%
  • LinkedIn:930· 47.4%
  • X (Twitter):188· 9.6%
  • Instagram:161· 8.2%
  • YouTube:75· 3.8%

Investment services in Washington are an email-friendly, Facebook-heavy market: 99.1% list a phone number and 69.6% publish an email. Among 816 rated investment services, 70% hold 5 stars, a mostly positive spread.

Frequently asked questions about Investment services in Washington

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

How many Investment services are there in Washington?

There are 1,962 investment services in Washington in our verified database, as of September 6, 2026.

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

How up to date is the Investment services data for Washington?

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 Washington?

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 Washington?

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

The complete investment services leads database for Washington costs $15 as a one-time payment.

You get instant access to all 1,962 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 Washington 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 Washington 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 Washington have phone numbers?

1,944 investment services in Washington (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 Washington have email addresses?

1,366 investment services in Washington (70%) 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 Washington have both a phone number and an email address?

1,357 investment services in Washington 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 Washington are active on social media?

Social profile coverage for investment services in Washington: 930 on LinkedIn, 1,256 on Facebook, 161 on Instagram, 75 on YouTube, 188 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 Washington have a website?

1,829 investment services in Washington (93%) 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 Washington do not have a website?

133 investment services in Washington 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 Washington?

Rating breakdown for investment services in Washington: 570 with a 5-star rating, 91 with a 4-star rating, 98 with a 3-star rating, 21 with a 2-star rating, 36 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 Washington 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 Washington 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.