Meet #1 Growth Partner
To Reach Financial Services Targets

Boost Your Financial Services Engagements & Connects
With Top Executives Intelligence


Before Launching Your
Financial Services Engagement

Find Financial Services executives data to supercharge sales & marketing campaigns.
Discover data depth spanning 70+ intelligence fields and multiple channels.


Target Your Ideal Financial Services
Executives Profile

Financial Services managers dealing with large amounts of data.
Financial Services manpower planning experts and executives.
Financial Services consumers and trendsetters.
Financial Services teams tracking multiple channels.

Have anyone else in mind?

Schedule a quick call or submit a query on your ideal Financial Services customer.

Want to address the challenges faced by your target Financial Services Executives?

Our experts can show you how to make an impact with hyper-personalized messages keeping in your Financial Services audiences.

Why you need this verified database of financial services executives list?

The list is updated monthly with the most recent contact information, and it includes the individual’s company, title, phone number, email address, social media profiles, website URL and LinkedIn profile. The database contains over 200 financial services executives including CEOs of major banks like Wells Fargo & JPMorgan Chase; CFOs at top companies like Berkshire Hathaway; CEO of Goldman Sachs International; CIOs of the biggest hedge funds in America etc., all verified by

The Financial Services executives list has helped many organizations find their way to cultivating relationships with key decision-makers in the finance world for years now. With this verified list you can be sure that when you reach out to these individuals.

What you should look for in a vendor for financial services executives email list?

What should you look for in a vendor when selecting one to help your company with financial services? It is important that they can provide the best advisory, planning and implementation services. You want someone who has experience in the field, understands your industry and knows what it takes to be successful. They need to understand how regulatory changes affect your business so that they can recommend ways for you to succeed.

You will also want them to have strong connections with other vendors in order to get the most out of their relationships, as well as offer competitive pricing on products and services.

How to build a prospective financial services executives list that is verified and compliant?

What are the best practices for building a contact list that is compliant with financial services regulations? How do you make sure your lead generation efforts are not in violation of these rules? It’s important to build an accurate and up-to-date contact list because it can have serious implications on marketing campaigns if they are not compliant.

Here are some tips for creating one:
>>Use verified email addresses, phone numbers, or email domains when collecting data from public sources, such as social media profiles or web forums.
>>Verify emails by sending out emails with links to signup forms with full disclosure about what will happen after they click through the link.

Connect with your Total Marketing Universe
For The Financial Services

Target Financial Services Executives In The Market

We are committed to helping you reach your total addressable Financial Services market via
multiple channels.

There are multi-fold challenges
in targeting Financial Services Executives

You have scanned the web for a specific set of Financial Services contact data
Your Financial Services contact list is likely to be outdated and lacks accuracy.
You’re reaching no more than 40% or 50% of the Financial Services’ target market.
You know there are many more Financial Services targets and social channels prove it.

Solutions By Lake B2B

Our data experts enable you to reach your
total addressable market of Financial Services executives.

Database of Over 3.6 Million Financial Services Executives Worldwide

Our offsite teams can also help you extend your reach by executing multi-channel campaigns
using email, telemarketing, social campaigns, and more.

Keep Your Leads Engaged

Leverage Multi-Channel Marketing With Lake B2B Growth Experts

Schedule a free consultation session to understand how to identify your ideal customers on the channels they exist. Our experts will show you how to hyper-personalized campaigns to your audiences’ specific needs on different channels.

Overview of the multiple channels to target your most prospective customers:

Potential Contacts

Webinars / Virtual Events

Potential Contacts

Digital Marketing

Potential Contacts

Email Campaigns / Surveys

Potential Contacts

Social Outreach

Potential Contacts

Tele-Marketing Campaigns

Potential Contacts

Demand Generation Offsite Teams

Potential Contacts

Staffing, IT support, and more.

Target. Transform. Thrive.

How we help to drive sales and marketing with an actionable database of Financial Services executives.

Double Your Growth

Connect With Your
Hottest Leads

Explore Database of Top
Financial Services Contacts

Identify Buying Intent
Of Your Market

Find Active Financial Services

Win Your
Next Big Client

Drive Financial Services Focused Sales & Marketing

Know how Lake B2B can help you align with big
budget Financial Services influencers and founders.

We Don’t Like Bragging
About Our Work

The Numbers Say It All


Increase in Financial Services leads per week


Additional qualified Financial Services leads


Increase in e-mail driven Financial Services revenue


Increase in Financial Services appointments

Ensure greater campaign ROI by reaching, engaging, and converting your
top Financial Services customers with cross-channel marketing.

Find Specific Job Titles

Drive Meaningful Conversations With Those Who Matter.

There’s no point in running campaigns if you are not reaching the key Financial Services executives.

Run targeted campaigns to close Financial Services deals.

Included In This B2B Database


Financial Advisor

Finance Manager


Director of Finance

Payroll Manager

Break Through
Into Your Financial Services Clients
Inner Circle of Trust

Our growth marketing experts can boost Financial Services campaigns with cross-channel audience targeting.


Reach Financial Services Contacts




Global B2B Executive
Data Card From Lake B2B

The Best Way To Scale-Up
Your Sales & Marketing ROI

Launch highly targeted multi-channel demand generation campaign for the Financial Services domain.

Extensive Data Capture:

We have you covered from end-to-end.

Some of our form capture fields include:

  • Company
  • Web Address
  • Contact Name
  • First Name
  • Middle Name
  • Last Name
  • Title
  • Contact Email
  • Street Address
  • City
  • State/Province
  • ZIP/Postal Code
  • Country
  • Phone
  • Fax
  • Primary Industry
  • SIC Code
  • Employees
  • Sales/Revenue

Premium Data Attributes:

  • Company Status
  • Year Founded
  • Direct Dial
  • Contact Social Media URL
  • Company Social Media URL

Speak with our experts to customize your specific Financial Services data requirements.

Available in formats including:

Email Marketing

Tele Marketing

Direct Mail





Ask our Financial Services growth marketing experts how you can customize data.