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
   ...

Other-Long-Term-Assets 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.

Techsalerator’s Business Funding Data for Monaco

Techsalerator’s Business Funding Data for Monaco provides a comprehensive and insightful collection of information essential for businesses, investors, and financial analysts. This dataset offers an in-depth analysis of funding activities across various sectors in Monaco, capturing and categorizing data related to funding rounds, investment sources, and financial milestones.

For access to the full dataset, contact us at info@techsalerator.com or visit Techsalerator Contact Page.

Techsalerator’s Business Funding Data for Monaco

Techsalerator’s Business Funding Data for Monaco delivers a detailed and insightful overview of critical information for businesses, investors, and financial analysts. This dataset provides a thorough examination of funding activities across diverse sectors in Monaco, detailing data related to funding rounds, investment sources, and key financial milestones.

Top 5 Key Data Fields

• Company Name: Identifies the company receiving funding. This information helps investors identify potential opportunities and allows analysts to monitor funding trends within specific industries.

• Funding Amount: Shows the total amount of funding a company has received. Understanding these amounts reveals insights into the financial health and growth potential of businesses and the scale of investment activities.

• Funding Round: Indicates the stage of funding, such as seed, Series A, Series B, or later stages. This helps investors assess a business’s maturity and growth trajectory.

• Investor Name: Provides details about the investors or investment firms involved. Knowing the investors helps gauge the credibility of the funding source and their strategic interests.

• Investment Date: Records when the funding was completed. The timing of investments can reflect market trends, investor confidence, and potential impacts on a company’s future.

Top 5 Funding Trends in Monaco

• Luxury and Hospitality: Given Monaco's reputation for luxury, significant investments are made in upscale hospitality ventures such as luxury hotels, resorts, and high-end tourism services. These investments help maintain Monaco’s status as a premier destination for affluent travelers.

• Financial Services: Monaco is a hub for wealth management and private banking. Funding in this sector is aimed at modernizing financial services, improving security, and fostering innovation in investment products and services.

• Real Estate Development: Funding in real estate focuses on high-end properties, both residential and commercial, catering to the demand for luxury living and office spaces in Monaco’s limited land area.

• Yachting and Marine Industry: With Monaco’s strong connection to yachting, significant investments are directed towards yacht manufacturing, maintenance services, and marine infrastructure.

• Sustainability and Green Initiatives: There is growing investment in sustainable projects, including renewable energy solutions, eco-friendly developments, and marine conservation efforts, reflecting Monaco’s commitment to environmental responsibility.

Top 5 Companies with Notable Funding Data in Monaco

• SBM (Société des Bains de Mer): This iconic company, which operates many of Monaco’s luxury hotels, casinos, and resorts, has received substantial funding for renovation and expansion projects to enhance its hospitality offerings.

• Monaco Telecom: The national telecommunications provider has garnered notable funding to improve its infrastructure, expand 5G services, and offer cutting-edge communication technologies to residents and businesses.

• Venturi Automobiles: Specializing in electric and high-performance vehicles, Venturi has secured significant investment to advance its research and development in electric mobility solutions.

• CMB Monaco (Compagnie Monégasque de Banque): One of Monaco’s leading banks, CMB has attracted investments aimed at expanding its wealth management services and incorporating digital banking technologies.

• Monaco Yacht Club: Known for its prestigious marina and luxury yacht services, the Monaco Yacht Club has received funding for the development of marine infrastructure and new facilities.

Accessing Techsalerator’s Business Funding Data

To obtain Techsalerator’s Business Funding Data for Monaco, contact info@techsalerator.com with your specific needs. Techsalerator will provide a customized quote based on the required data fields and records, with delivery available within 24 hours. Ongoing access options can also be discussed.

Included Data Fields

• Company Name
• Funding Amount
• Funding Round
• Investor Name
• Investment Date
• Funding Type (Equity, Debt, Grants, etc.)
• Sector Focus
• Deal Structure -...

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.

The global financial database market is experiencing robust growth, driven by increasing demand for real-time data analytics and insights across various financial sectors. The market, currently estimated at $15 billion in 2025, is projected to expand at a compound annual growth rate (CAGR) of 8% from 2025 to 2033, reaching approximately $28 billion by 2033. This expansion is fueled by several key factors. The rise of algorithmic trading and quantitative finance necessitates access to high-quality, comprehensive financial data, driving demand for both real-time and historical databases. Moreover, regulatory compliance requirements are pushing financial institutions to invest in robust data management systems, contributing to market growth. The increasing adoption of cloud-based solutions and advanced analytical tools further accelerates market expansion. The market is segmented by application (personal and commercial use) and database type (real-time and historical). The commercial segment currently dominates, propelled by the needs of large financial institutions, investment banks, and asset management firms. However, the personal use segment is expected to witness significant growth driven by the increasing accessibility of financial data and analytical tools to individual investors. Geographical distribution shows a strong presence in North America and Europe, which are expected to remain dominant markets due to the established financial infrastructure and advanced technological capabilities. However, Asia-Pacific is anticipated to demonstrate the fastest growth, driven by increasing economic activity and the expansion of financial markets in emerging economies. Competition is intense, with established players like Bloomberg and Refinitiv (Thomson Reuters) alongside emerging niche players. The competitive landscape is marked by both established giants and agile newcomers. Established players, like Bloomberg, Thomson Reuters, and WRDS, leverage their extensive data networks and brand reputation. However, these are challenged by newer entrants offering innovative solutions and specialized datasets targeting specific niche markets. The ongoing technological advancements, such as the rise of big data analytics and artificial intelligence, presents both opportunities and challenges. While AI-powered analytics unlock deeper insights from financial data, the need to adapt to evolving technologies and data security concerns require substantial investment. Regulatory changes and data privacy concerns also represent potential restraints, requiring continuous adaptation and compliance measures. The future of the market hinges on the ability of players to innovate, adapt to evolving regulations, and meet the increasing demand for speed, accuracy, and comprehensive financial data insights. The market's trajectory strongly suggests a promising future for both established and emerging companies.

Wealth Signal Generation AI Market Outlook

As per our latest research, the global Wealth Signal Generation AI market size reached USD 4.8 billion in 2024, demonstrating robust momentum with a CAGR of 27.4% projected through the forecast period. By 2033, the market is expected to escalate to USD 40.9 billion, fueled by rapid advancements in artificial intelligence, increased adoption of automation in wealth management, and the growing demand for data-driven investment strategies. The market’s expansion is primarily driven by the integration of AI-powered analytics in financial services, enabling institutions to generate actionable wealth signals with greater accuracy and speed.

A significant growth factor for the Wealth Signal Generation AI market is the increasing complexity of global financial markets. As investment instruments diversify and market volatility becomes more pronounced, financial institutions and individual investors are seeking advanced tools that can process vast datasets in real-time to identify lucrative opportunities and mitigate risks. AI-driven wealth signal generation platforms have become indispensable, leveraging machine learning and natural language processing to analyze market trends, news sentiment, and historical data. This capability not only enhances portfolio performance but also provides a competitive edge in an environment where milliseconds can make a difference in trading outcomes.

Another critical driver is the digital transformation sweeping across the financial sector. As wealth management firms, banks, and asset managers undergo digitalization, there is an increasing reliance on AI solutions to streamline operations, personalize client offerings, and automate routine tasks. Advanced AI algorithms can generate predictive signals for asset allocation, risk management, and investment timing, enabling financial advisors and portfolio managers to deliver more value-added services. Furthermore, the proliferation of cloud computing has made it easier for organizations of all sizes to deploy sophisticated AI tools without the need for significant upfront infrastructure investments, further accelerating market growth.

The democratization of investment advisory services through AI-powered platforms is also a prominent growth catalyst. Traditionally, sophisticated wealth management and signal generation tools were accessible only to large institutions or high-net-worth individuals. However, AI has leveled the playing field, allowing small and medium enterprises (SMEs) and retail investors to benefit from advanced analytics and signal generation capabilities. This trend is fostering greater market participation and driving innovation in product offerings, as vendors compete to provide user-friendly, cost-effective AI solutions tailored to diverse client segments.

From a regional perspective, North America currently dominates the Wealth Signal Generation AI market, accounting for the largest share due to its mature financial ecosystem, early adoption of advanced technologies, and strong presence of leading AI vendors. However, the Asia Pacific region is witnessing the fastest growth, propelled by rapid economic development, increasing digitalization in the financial sector, and the emergence of fintech hubs in countries like China, Singapore, and India. Europe also represents a significant market, driven by stringent regulatory requirements and a high concentration of wealth management firms. Latin America and the Middle East & Africa are gradually catching up, supported by rising investments in financial technology and growing awareness of the benefits of AI in wealth management.

Component Analysis

The Wealth Signal Generation AI market is segmented by component into software, hardware, and services, each playing a pivotal role in the ecosystem. The software segment holds the largest share, driven by the continuous evolution of AI algorithms and platforms that power signal generation. These software solutions encompass machine learning models, predictive analytics, and data visualization tools that enable financial professionals to extract actionable insights from vast datasets. The demand for customizable and scalable software solutions is particularly high among asset management firms and hedge funds, where agility and precision are paramount. Vendors are increasingly focusing on developing modular, API-driven platforms that can seamlessly integrate with existing financial systems, further boosting software adoption.&

Operating-Return-On-Assets Time Series for Northern Trust Corporation. Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide. It operates in two segments, Asset Servicing and Wealth Management. The Asset Servicing segment offers asset servicing and related services, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytical services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage services, transition management services, banking, and cash management services. This segment serves corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors. The Wealth Management segment offers trust, investment management, custody, and philanthropic; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage services; and private and business banking services. This segment serves high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately-held businesses. The company provides asset management services, such as active and passive equity; active and passive fixed income; cash management; muti-asset and alternative asset classes comprising private equity and hedge funds of funds; and multi-manager advisory services and products through separately managed accounts, bank common and collective funds, registered investment companies, exchange traded funds, non-U.S. collective investment funds, and unregistered private investment funds. In addition, it offers overlay and other risk management services. The company was founded in 1889 and is headquartered in Chicago, Illinois.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Tampa (FL)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Tampa (FL), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Tampa (FL), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Florida Financial Advisors,Florida Financial Planners,US Financial Advisors,Tampa Financial Planner,Tampa Financial Advisors

Row Count

156

Price

$149.00

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Boston (MA)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Boston (MA), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Boston (MA), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Boston Financial Advisors,Boston Financial Planner,Massachusetts Financial Planner,Massachusetts Financial Advisors,US Financial Advisors

Row Count

33

Price

$59.00

Change-To-Inventory 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.

Nonemployer Statistics is an annual series that provides statistics on U.S. businesses with no paid employees or payroll, are subject to federal income taxes, and have receipts of $1,000 or more ($1 or more for the Construction sector). This program is authorized by the United States Code, Titles 13 and 26. Also, the collection provides data for approximately 450 North American Industry Classification System (NAICS) industries at the national, state, county, metropolitan statistical area, and combined statistical area geography levels. The majority of NAICS industries are included with some exceptions as follows: crop and animal production; investment funds, trusts, and other financial vehicles; management of companies and enterprises; and public administration. Data are also presented by Legal Form of Organization (LFO) (U.S. and state only) as filed with the Internal Revenue Service (IRS). Most nonemployers are self-employed individuals operating unincorporated businesses (known as sole proprietorships), which may or may not be the owner's principal source of income. Nonemployers Statistics features nonemployers in several arts-related industries and occupations, including the following: Arts, entertainment, and recreation (NAICS Code 71) Performing arts companies Spectator sports Promoters of performing arts, sports, and similar events Independent artists, writers, and performers Museums, historical sites, and similar institutions Amusement parks and arcades Professional, scientific, and technical services (NAICS Code 54) Architectural services Landscape architectural services Photographic services Retail trade (NAICS Code 44-45) Sporting goods, hobby, and musical instrument stores Sewing, needlework, and piece goods stores Book stores Art dealers Nonemployer Statistics data originate from statistical information obtained through business income tax records that the Internal Revenue Service (IRS) provides to the Census Bureau. The data are processed through various automated and analytical review to eliminate employers from the tabulation, correct and complete data items, remove anomalies, and validate geography coding and industry classification. Prior to publication, the noise infusion method is applied to protect individual businesses from disclosure. Noise infusion was first applied to Nonemployer Statistics in 2005. Prior to 2005, data were suppressed using the complementary cell suppression method. For more information on the coverage and methods used in Nonemployer Statistics, refer to NES Methodology. The majority of all business establishments in the United States are nonemployers, yet these firms average less than 4 percent of all sales and receipts nationally. Due to their small economic impact, these firms are excluded from most other Census Bureau business statistics (the primary exception being the Survey of Business Owners). The Nonemployers Statistics series is the primary resource available to study the scope and activities of nonemployers at a detailed geographic level. For complementary statistics on the firms that do have paid employees, refer to the County Business Patterns. Additional sources of data on small businesses include the Economic Census, and the Statistics of U.S. Businesses. The annual Nonemployer Statistics data are available approximately 18 months after each reference year. Data for years since 2002 are published via comma-delimited format (csv) for spreadsheet or database use, and in the American FactFinder (AFF). For help accessing the data, please refer to the Data User Guide.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Philadelphia (PA)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Philadelphia (PA), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Philadelphia (PA), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Philadelphia Financial Advisors,Philadelphia Financial Planner,US Financial Advisors,Pennsylvania Financial Advisors,Pennsylvania Financial Planner

Row Count

102

Price

$139.00

Working-Capital-Turnover 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.

Free-Cash-Flow-To-The-Firm Time Series for JPMorgan Chase & Co. JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research, as well as offers securities services, including custody, fund services, liquidity, and trading services, and data solutions products. In addition, the company provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and municipalities, as well as commercial real estate clients. Further, it offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. The company was founded in 1799 and is headquartered in New York, New York.

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Charlotte (NC)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Charlotte (NC), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Charlotte (NC), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

US Financial Advisors,Charlotte Financial Planner,Charlotte Financial Advisor,North Carolina Financial Advisor,North Carolina Financial Planner

Row Count

112

Price

$129.00

About this Dataset

Looking for a list of Financial Planner/ Financial Advisor in Phoenix (AZ)? All contacts are verified as of 01/04/20. Database containing contact information of over 100+ Phoenix (AZ), Financial Planner/ Financial Advisor. Firm name, website, phone, email, address, etc provided. The type of Financial Planner/ Financial Advisor primarily practices is also identified in the category column. We stand by our verification process and will replace any contacts that bounce for free. Whether you are marketing to Phoenix (AZ), Financial Planner/ Financial Advisor looking for a new job, or performing market research our list.

Category

Accountants and Financial Professionals

Keywords

Phoenix Financial Advisors,Phoenix Financial Planner,Arizona Financial Advisors,Arizona Financial Planner,US Financial Advisors

Row Count

173

Price

$139.00

Common-Stock Time Series for The Bank of New York Mellon Corporation. The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.

Total-Current-Assets Time Series for The Bank of New York Mellon Corporation. The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.

Free-Cash-Flow-To-The-Firm Time Series for First Financial Bancorp. First Financial Bancorp. operates as the bank holding company for First Financial Bank that provides commercial banking and related services to individuals and businesses in Ohio, Indiana, Kentucky, and Illinois. The company offers checking and savings accounts; and accepts various deposit products, such as interest-bearing and non-interest-bearing accounts, time deposits, and cash management services for commercial customers. It also provides real estate loans secured by residential property, such as one to four family residential housing units or commercial property comprising owner-occupied and/or investor income producing real estate consisting of apartments, shopping centers, and office buildings; commercial and industrial loans for various purposes, including inventory, receivables, and equipment, as well as equipment and leasehold improvement financing for franchisees; consumer loans, such as new and used vehicle loans, second mortgages on residential real estate, and unsecured loans; and home equity lines of credit. In addition, the company offers secured commercial financing services to the insurance industry, registered investment advisors, certified public accountants, indirect auto finance companies, and restaurant franchisees. Further, it provides a range of trust and wealth management services; lease and equipment financing services; and currency payments, foreign exchange hedging, commodities hedging, and other advisory products. First Financial Bancorp. was founded in 1863 and is headquartered in Cincinnati, Ohio.

Capital-Expenditures Time Series for The Bank of New York Mellon Corporation. The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.