Comprehensive dataset containing 126,578 verified Financial planner businesses in United States with complete contact information, ratings, reviews, and location data.

Comprehensive dataset containing 8,935 verified Financial advisor businesses in United States with complete contact information, ratings, reviews, and location data.

Success.ai’s B2B Email Data for US Financial Services offers businesses comprehensive access to verified email addresses and contact details of key decision-makers across the financial services industry in the United States.

Sourced from over 170 million verified professional profiles and enriched with detailed firmographic data, this dataset is ideal for sales teams, marketers, and strategic planners looking to engage with banking executives, wealth managers, insurance specialists, and fintech leaders.

Backed by our Best Price Guarantee, Success.ai ensures that your outreach is guided by accurate, continuously updated, and AI-validated data.

Why Choose Success.ai’s Financial Services Email Data?

1. Verified B2B Email Data for Precision Outreach

   • Access verified work emails of decision-makers in banking, insurance, wealth management, investment firms, and fintech startups.
   • AI-driven validation ensures 99% accuracy, reducing bounce rates and ensuring high deliverability for your campaigns.

2. Focus on the US Financial Market

   • Includes profiles of professionals across major US financial hubs like New York, Chicago, San Francisco, and Miami, as well as regional banks, credit unions, and fintech disruptors.
   • Gain insights into industry trends, regulatory impacts, and market dynamics specific to the US financial ecosystem.

3. Continuously Updated Datasets

   • Real-time updates ensure that your data remains relevant, reflecting leadership changes, mergers, acquisitions, and new market entrants.
   • Stay aligned with evolving industry demands and customer needs.

4. Ethical and Compliant

   • Adheres to GDPR, CCPA, and other global data privacy regulations, ensuring responsible data usage and legal compliance for your campaigns.

Data Highlights:

• 170M+ Verified Professional Profiles: Engage with executives, financial advisors, compliance officers, and analysts across the US financial services sector.
• 50M Work Emails: AI-validated email data ensures precise communication and minimized email bounce rates.
• Firmographic Insights: Understand company sizes, revenue ranges, service offerings, and geographic presence to refine your targeting strategies.
• Decision-Maker Contact Details: Connect directly with key influencers and leaders shaping the US financial landscape.

Key Features of the Dataset:

1. Decision-Maker Email Profiles

   • Identify and engage with CEOs, CFOs, financial planners, compliance managers, and marketing directors responsible for driving financial strategies and regulatory compliance.
   • Target professionals overseeing technology adoption, customer engagement, and portfolio growth.

2. Advanced Filters for Tailored Campaigns

   • Filter contacts by industry segment (banking, insurance, investment management), company size, geographic location, or revenue bracket.
   • Tailor outreach efforts to align with specific financial services challenges, regulatory pressures, or customer preferences.

3. AI-Driven Enrichment

   • Profiles enriched with actionable data provide deeper insights, enabling personalized messaging and improving engagement outcomes with financial services stakeholders.

Strategic Use Cases:

1. Sales and Lead Generation

   • Offer SaaS solutions, compliance tools, or digital transformation services to financial services providers aiming to modernize operations and enhance customer experiences.
   • Build relationships with decision-makers in charge of vendor selection, procurement, and operational strategies.

2. Marketing and Outreach Campaigns

   • Target marketing teams and customer experience professionals to promote data-driven marketing tools, CRM platforms, or loyalty programs tailored to financial clients.
   • Leverage verified email data for multi-channel campaigns, driving higher engagement rates and conversions.

3. Fintech and Innovation Partnerships

   • Engage with fintech executives and banking leaders exploring digital payments, blockchain, AI-driven financial products, or open banking solutions.
   • Foster partnerships that accelerate innovation and enhance competitive positioning.

4. Regulatory Compliance and Risk Management

   • Connect with compliance officers and risk managers to present regulatory reporting tools, fraud detection systems, or cybersecurity solutions.
   • Address key pain points related to evolving compliance requirements and risk mitigation.

Why Choose Success.ai?

1. Best Price Guarantee

   • Access premium-quality B2B email data at competitive rates, ensuring maximum ROI for your outreach, marketing, and sales campaigns in the US financial sector.

2. Seamless Integration

   • Incorporate verified email data into CRM systems or marketing automation platforms via APIs or downloadable formats, streamlining data management and campaign execution.

3. Data Accuracy with AI Validation
   ...

Comprehensive dataset containing 34 verified United Capital Financial Advisors locations in United States with complete contact information, ratings, reviews, and location data.

Total-Long-Term-Assets Time Series for Orrstown Financial Services Inc. Orrstown Financial Services, Inc. operates as the financial holding company for Orrstown Bank that provides commercial banking and financial advisory services to retail, commercial, non-profit, and government clients in the United States. It accepts various deposits, including checking, savings, time, demand, and money market deposits, as well as certificates of deposit. The company also offers commercial loans, such as commercial real estate, equipment, construction, working capital, and other commercial purpose loans, as well as industrial loans; consumer loans, such as home equity and other consumer loans, as well as home equity lines of credit; residential mortgage loans; acquisition and development loans; municipal loans; and installment and other loans. In addition, it provides renders services as trustee, executor, administrator, guardian, managing agent, custodian, and investment advisor, as well as other fiduciary services under the Orrstown Financial Advisors name; and retail brokerage services through a third-party broker/dealer arrangement. Further, the company offers fiduciary, investment advisory, insurance, and brokerage services. The company was founded in 1919 and is headquartered in Harrisburg, Pennsylvania.

Comprehensive dataset containing 41 verified Merit Financial Advisors locations in United States with complete contact information, ratings, reviews, and location data.

Success.ai’s B2C Contact Data for Accounting Professionals provides access to comprehensive profiles of accountants, auditors, financial advisors, and decision-makers across the globe. Sourced from over 700 million verified LinkedIn profiles, this dataset includes actionable insights and verified contact details, empowering businesses to connect with professionals in the accounting and finance sectors. Whether you aim to market financial solutions, recruit accounting talent, or analyze industry trends, Success.ai ensures your outreach is supported by accurate, enriched, and continuously updated data.

Why Choose Success.ai’s B2C Contact Data for Accounting Professionals? Comprehensive Professional Profiles

Access verified LinkedIn profiles of CPAs, financial analysts, tax advisors, auditors, and accounting managers. AI-validated profiles ensure 99% accuracy, minimizing bounce rates and optimizing communication. Global Coverage Across Accounting Sectors

Includes professionals from public accounting firms, private companies, finance consultancies, and freelance accounting roles. Covers key regions such as North America, Europe, APAC, South America, and the Middle East. Continuously Updated Dataset

Real-time updates reflect role changes, certifications, and organizational shifts, ensuring relevant and effective targeting. Tailored for Accounting Insights

Enriched profiles include work histories, areas of specialization, professional certifications, and decision-making roles. Data Highlights: 700M+ Verified LinkedIn Profiles: Access a vast network of accounting professionals worldwide. 100M+ Work Emails: Direct communication with accountants, auditors, and financial advisors. Enriched Professional Histories: Gain insights into career trajectories, firm affiliations, and areas of financial expertise. Industry-Specific Segmentation: Target professionals in auditing, taxation, forensic accounting, and more with precision filters. Key Features of the Dataset: Accounting Professional Profiles

Identify and connect with tax consultants, auditors, financial planners, and corporate accountants. Engage with individuals driving financial decisions and compliance strategies. Detailed Organizational Insights

Leverage data on firm sizes, industries served, and geographic presence to tailor outreach to accounting firms and consultants. Advanced Filters for Precision Targeting

Refine searches by region, area of expertise, certifications (e.g., CPA, CMA), or years of experience. Customize campaigns to address specific needs like software adoption, compliance support, or advisory services. AI-Driven Enrichment

Enhanced datasets provide actionable details for personalized messaging, highlighting professional achievements and certifications. Strategic Use Cases: Marketing Financial Solutions and Services

Promote accounting software, financial planning tools, or tax solutions to accountants and auditors. Engage with professionals responsible for financial decision-making and client advisory roles. Recruitment and Talent Acquisition

Target HR professionals and accounting firm recruiters seeking accountants, auditors, or financial analysts. Simplify hiring for roles requiring specialized skills and certifications. Collaboration and Partnerships

Identify firms and accounting professionals for collaborations on financial audits, tax consulting, or compliance initiatives. Build partnerships with accountants offering advisory services to diverse industries. Market Research and Strategy Development

Analyze trends in financial services, tax laws, and compliance standards to inform product development and marketing strategies. Use insights to position solutions tailored to the evolving needs of accounting professionals. Why Choose Success.ai? Best Price Guarantee

Access industry-leading B2C Contact Data at unmatched pricing, ensuring your campaigns remain cost-effective and impactful. Seamless Integration

Easily integrate verified contact data into CRMs, recruitment platforms, or marketing systems using downloadable formats or APIs. AI-Validated Accuracy

Depend on 99% accurate data to minimize wasted efforts and maximize engagement outcomes. Customizable Solutions

Tailor datasets to focus on specific accounting niches, regions, or certifications to meet your strategic objectives. Strategic APIs for Enhanced Campaigns: Data Enrichment API

Enhance existing records with verified accounting professional profiles to refine targeting and engagement. Lead Generation API

Automate lead generation for a consistent pipeline of qualified accounting professionals, scaling your outreach efficiently. Success.ai’s B2C Contact Data for Accounting Professionals enables you to connect with the financial experts shaping global businesses. With verified contact details, enriched professional profiles, and global reach, your marketing, recruitment, and strategic effort...

Price-To-Book-Ratio Time Series for SEI Investments Company. SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

Comprehensive dataset containing 457 verified Morgan Stanley Financial Advisors locations in United States with complete contact information, ratings, reviews, and location data.

Operating-Income Time Series for Wells Fargo & Company. Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

Comprehensive dataset containing 229 verified Edward Jones - Financial Advisor locations in United States with complete contact information, ratings, reviews, and location data.

Overview

This dataset provides a comprehensive view of the SPDR Sector ETFs, representing various sectors of the U.S. economy. Each ETF corresponds to a specific sector within the S&P 500, offering an opportunity for investors to gain exposure to segments of the market. The data, including OHLCV (Open, High, Low, Close, Volume), is crucial for market analysis and modeling and has been extracted from Yahoo Finance using the yfinance library.

Content

The dataset consists of individual files for each SPDR ETF, covering sectors such as:

• XLC: Communication Services
• XLY: Consumer Discretionary
• XLE: Energy
• XLF: Financials
• XLV: Health Care
• XLI: Industrials
• XLB: Materials
• XLRE: Real Estate
• XLK: Technology
• XLU: Utilities

Additionally, a consolidated file all_sectors.csv contains detailed information with fields like:

• Ticker: Unique symbol identifying the ETF.
• Sector: Economic segment to which the ETF belongs.
• Date: Date of the data entry.
• Open: Starting price at the beginning of the trading day.
• High: Highest price during the trading day.
• Low: Lowest price during the trading day.
• Close: Final price at the end of the trading day.
• Volume: Total number of shares or contracts traded during the day.

Usage

This dataset is valuable for analysts, investors, and data enthusiasts looking to understand market dynamics, explore sector-wise performance, and build investment strategies. In the context of Kaggle, it's particularly relevant for creating machine learning models, artificial intelligence, and trend analysis, facilitating the identification of patterns and predictions in financial markets.

Acknowledgements

The information contained in this dataset is based on publicly available data from State Street Global Advisors and other reliable sources, with the OHLCV data specifically extracted from Yahoo Finance using the yfinance library. Users are encouraged to verify the data with official providers.

Note

Please use this data responsibly and be aware of any applicable legal and ethical considerations.

Total-Long-Term-Liabilities Time Series for SEI Investments Company. SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

Operating-Income Time Series for Abacus Life Inc.. Abacus Global Management, Inc. operates as an alternative asset manager and market maker in the United States. It operates in five segments: Active Management, Originations, Asset Management, Portfolio Servicing, and Technology Services. The Active Management segment is involved in the buying, selling, and trading of policies; and the maintenance of policies until receipt of death benefits. Its Originations segment originates life insurance policy settlements between investors or buyers, and the sellers, who are often the original policy owners. The Asset Management segment provides asset management services to investors investing in alternative investment and equity portfolio funds based on fund investment agreements. Its Portfolio Servicing segment offers policy services to customers on a contract basis. The Technology Services segment provides real-time mortality verification, missing participant verification, and other services specific to the life insurance market services to customers on a contract basis. It sells its products through financial advisors or agents, direct-to-consumer, and traditional life settlements intermediaries. The company was formerly known as Abacus Life, Inc. and changed its name to Abacus Global Management, Inc. in February 2025. Abacus Global Management, Inc. was founded in 2004 and is headquartered in Orlando, Florida.

Success.ai’s Regulatory Company Data provides organizations with access to verified profiles and contact details for legal and compliance professionals worldwide. Drawing from over 170 million verified professional profiles, this dataset includes work emails, direct phone numbers, and LinkedIn profiles of compliance officers, regulatory managers, attorneys, and other key decision-makers in corporate governance and regulatory affairs. Whether you’re addressing global compliance challenges, navigating complex legal frameworks, or offering specialized legal services, Success.ai ensures that your outreach is guided by accurate, up-to-date, and continuously validated contact data.

Why Choose Success.ai’s Regulatory Company Data?

1. Comprehensive Contact Information

   • Access verified work emails, phone numbers, and professional profiles of compliance officers, regulatory managers, and legal professionals across various industries and regions.
   • AI-driven validation ensures 99% accuracy, giving you confidence in the reliability and precision of the data.

2. Global Reach in Legal and Compliance Roles

   • Includes profiles of legal counsels, compliance directors, risk management officers, and corporate governance advisors in corporations, financial institutions, and regulatory agencies.
   • Covers North America, Europe, Asia-Pacific, South America, and the Middle East, enabling effective engagement with professionals in established and emerging markets.

3. Continuously Updated Datasets

   • Real-time updates help you stay current with evolving roles, titles, and responsibilities, keeping your outreach aligned with ongoing regulatory and legal shifts.

4. Ethical and Compliant

   • Adheres to GDPR, CCPA, and other global data privacy regulations, ensuring that your approach to connecting with legal and compliance professionals is always ethical and lawful.

Data Highlights:

• 170M+ Verified Professional Profiles: Includes legal and compliance professionals and decision-makers globally.
• 50M Work Emails: AI-validated for precise communication and minimized bounce rates.
• 30M Company Profiles: Gain organizational insights to understand corporate structures, helping you tailor outreach effectively.
• 700M Global Professional Profiles: Enriched datasets supporting a broad range of business development and market analysis initiatives.

Key Features of the Dataset

1. Decision-Maker Profiles in Compliance and Legal Domains

   • Identify and connect with GCs, CLOs, compliance officers, and regulatory managers influencing corporate policies, risk assessments, and regulatory adherence.

2. Advanced Filters for Precision Targeting

   • Refine outreach by industry, company size, location, or specific legal/compliance roles, ensuring your message reaches the right audience at the right time.

3. AI-Driven Enrichment

   • Profiles are enriched with actionable data, providing insights into areas of specialization, jurisdictional expertise, and regulatory focus, allowing for more personalized engagement.

Strategic Use Cases:

1. Risk Management and Compliance Solutions

   • Present compliance software, monitoring tools, or audit services directly to professionals managing regulatory risk and adherence within organizations.
   • Build relationships with decision-makers overseeing compliance training, enforcement, and remediation.

2. Legal Services and Advisory Campaigns

   • Offer legal services, regulatory consulting, or advisory support to GCs and legal teams seeking assistance with complex compliance mandates.
   • Target professionals involved in contract management, dispute resolution, and corporate governance.

3. Policy Advocacy and Regulatory Outreach

   • Engage with key influencers in corporate compliance to share policy insights, industry best practices, or research findings that inform regulations and guidelines.
   • Build networks that facilitate dialogue on legislative changes and compliance frameworks.

4. Technology and Automation Integration

   • Present solutions such as AI-driven compliance analytics, e-discovery tools, or contract automation software to legal and regulatory decision-makers.
   • Support digital transformation initiatives that streamline regulatory processes and reduce risk.

Why Choose Success.ai?

1. Best Price Guarantee

   • Access premium-quality verified data at competitive prices, ensuring your investments in outreach deliver maximum ROI.

2. Seamless Integration

   • Integrate verified contact data directly into your CRM or marketing platforms via APIs or downloadable formats, simplifying data management.

3. Data Accuracy with AI Validation

   • Trust in 99% accuracy to underpin data-driven decisions, improve targeting, and enhance the effectiveness of compliance and legal outreach campaigns.

4. Customizable and Scalable Solutions

   • Tailor datasets to f...

Comprehensive dataset containing 31 verified Voya Financial Advisors locations in United States with complete contact information, ratings, reviews, and location data.

Comprehensive dataset containing 61 verified Lincoln Financial Advisors locations in United States with complete contact information, ratings, reviews, and location data.

Comprehensive dataset containing 1 verified Voya Financial Advisors locations in Maine, United States with complete contact information, ratings, reviews, and location data.

Short-Term-Debt Time Series for S&P Global Inc. S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Desktop, a product suite that provides data, analytics, and third-party research for global finance and corporate professionals; data and advisory solutions for research, reference data, market data, derived analytics, and valuation services; enterprise solutions, such as software and workflow solutions; and credit and risk solutions for selling ratings' credit ratings and related data and research, analytics, and financial risk solutions. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics offering investors and other market participants information, ratings, and benchmarks. The S&P Global Commodity Insights segment provides information and benchmark prices for the commodity and energy markets. The S&P Global Mobility segment offers solutions serving the full automotive value chain, including vehicle manufacturers (original equipment manufacturers), automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The S&P Dow Jones Indices segment operates as an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. It has operations in the United States, European region, Asia, and internationally. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

Comprehensive dataset containing 25 verified Morgan Stanley Financial Advisors locations in Pennsylvania, United States with complete contact information, ratings, reviews, and location data.