Financial Advisor Email Database

Member resources:

Frequent asked questions:

What is Searchfunder.com?

Searchfunder.com is an online community of searchers, investors, lenders, brokers and other professionals. Over 80% of those involved in searchfunds maintain a Searchfunder account to help them network, hire, and mentor others.

What are the benefits of membership?

In addition to accessing the most active online network of business buyers, Searchfunder licenses research that is simply not cost effective for individuals. Access over 15,000 industry reports and 50,000 transaction financials. You also get monthly credits for contact information for your company sourcing campaign with the option to purchase more at drastically discounted rates. Searchfunder has pre-purchased access from these data providers in order to empower individual buyers and to help searchers level the playing field versus private equity.

Do you have deals?

While we are primarily a buy-side network, we do have hundreds of brokers that regularly post deals to the community.

Can I find an internship on Searchfunder?

Absolutely! We have the industry's largest intern job board. If you are considering a search, the first step is to help another business buyer so you can hit the ground running.

What does it cost?

Searchfunder is a subscription service. We offer flexible monthly, annual and lifetime memberships.

Monthly

$79 / month

Annual

$19 / month

Lifetime

$432 / once

Those who maintain an account with us for over 4 continuous years are permanently added to the community without the need for a membership.

Do I need an MBA to join?

While a large number of our members come from dedicated programs at Harvard Business School, Stanford GSB, Chicago Booth, and other top programs, searching is no longer reserved for the elite. With the current abundance of dry powder in private equity, and an increasing number of business owners reaching retirement age, good deals rarely go unfunded.

Post a question, deal, job, etc...

Make a post...

Complete registration to post.

by a searcher from Drexel University
in New York, NY, USA

1yr ago

Financial Advisor Email Database

Has anyone put together or has seen a database of financial advisors with their contact information? We are looking for additional outreach streams beyond traditional brokers.

0 Likes

82 Views

reply by a searcher 1yr ago
from Hobart and William Smith Colleges in Cohasset, MA, USA

Thanks for the tag, redacted I utilized a Forbes list of "Best in State Financial Advisors" and leveraged a cost-effective VA from Upwork. I provided the list and gave them simple instructions. Turnaround was within a few days for 200+ contacts

Focus: Wealth Advisors / Financial Advisors (LOCATED IN [Insert State/Region}) Focus on Partners or Senior Level individuals (10+ years in the business) Let's build the list to 200 contacts, and then we can assess the next steps.

reply by a professional 1yr ago
in Omaha, NE, USA

Thanks ^redacted‌.

^redacted‌, We’d be happy to help with your request. I recommend starting by searching NAICS codesredactedFinancial Advisory Services) andredactedIndependent Financial Advisors) using the Data Axle Companies list-building tool within Searchfunder (you’ll find it at the top of the screen or in the left-hand menu). If you’d prefer, feel free to reach out to me directly, we can review your specific needs together. I can provide a tailored list from our database and, if you're interested, we also offer support for marketing execution across direct mail, email, and digital campaigns. Looking forward to helping however I can!