💼 Investment and Finance Professional Search

Find leads for investment and financial firms and finance leadership. Get structured firm and contact information with powerful filtering options for lead generation, market research, and business development.

💡 What is Investment and Finance Professional Search?

Investment and Finance Professional Search is a powerful Apify Actor that helps you discover and connect with investment and finance professionals. Search through a comprehensive database of 250,000+ investment professionals and 15,000+ investment and financial firms with powerful filtering options including location, organization identifiers, contact IDs, and date-based filtering.

This Actor transforms investment and finance professional data into actionable lead lists for sales outreach, market research, business development, and relationship building. Whether you're building CRM integrations, conducting market analysis, or expanding your network in the financial services industry, you'll get clean, structured JSON data ready for immediate use ⚡.

✅ Massive Database: Access over 250,000 investment professionals and 15,000+ firms - and growing! Our database is continuously updated with new contacts and firms.

📊 Database Statistics & Leaderboard

• Total Firms: 15,963
• Total Contacts: 259,024

🏆 Top 10 Firms by Contact Count

Rank	Firm Name	Organization CRD#	Contact Count
1	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	7691	25,710
2	EDWARD JONES	250	23,568
3	MORGAN STANLEY	149777	22,956
4	LPL FINANCIAL LLC	6413	22,864
5	STRATEGIC ADVISERS LLC	104555	16,890
6	WELLS FARGO ADVISORS	19616	14,516
7	J.P. MORGAN SECURITIES LLC	79	13,414
8	AMERIPRISE FINANCIAL SERVICES, LLC	6363	12,900
9	CETERA INVESTMENT ADVISERS LLC	105644	10,382
10	UBS FINANCIAL SERVICES INC.	8174	9,538

📦 What Data Can You Extract?

🏷️ Data Type	📋 Description
🏢 Firm Information	Organization identifiers, primary business name, office addresses, website, and company details
👤 Contact Details	Finance professionals and leadership with names, emails, phone numbers, LinkedIn profiles, and firm associations
📍 Location Data	City, state, country, postal codes, and street addresses for main offices
🔗 Relationships	Links between contacts and their firms via organization identifiers
📅 Timestamps	Created and updated timestamps for tracking data freshness
🆔 Identifiers	Organization identifiers, contact IDs for deduplication and tracking

This structured finance professional dataset can be exported for analysis, CRM integration, or lead generation workflows.

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⚙️ Key Features

✨ Massive Database — Access 250,000+ investment professionals and 15,000+ firms, continuously growing

🔍 Dual Query Types — Query firms only, contacts only, or both in a single run

🎯 Advanced Filtering — Filter by firm name, location (city/state/country), organization identifiers, contact IDs, and date updates

📊 Incremental Updates — Use date_updated filter to get only new or updated contacts since your last pull

💰 Pay-Per-Result Pricing — Transparent pricing: setup fee + per-contact charge (firms are free)

🔄 Include/Exclude Filters — Include specific contacts or firms, or exclude unwanted records

🌍 Location-Based Queries — Find firms and contacts by city, state, or country

📈 Pagination Support — Automatic pagination handling for large result sets

🛡️ Production-Ready — Built-in error handling, retry logic, and data validation

📦 Structured Output — Clean JSON output with query metadata and results

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📖 Usage Examples

Example 0: Basic Contacts Query

Get finance professionals and leadership contacts from our database of 250,000+ professionals with a simple limit.

{
  "query_type": "contacts",
  "contacts_limit": 10
}

Example 1: Query Firms by Location

Find investment and financial firms from our database of 15,000+ firms in a specific city and state.

{
  "query_type": "firms",
  "firm_name": "Investment",
  "firm_city": "New York",
  "firm_state": "NY",
  "firm_country": "US",
  "firms_limit": 20
}

Example 2: Query Contacts by Firm Name

Get all contacts from firms matching a name pattern.

{
  "query_type": "contacts",
  "contact_firm_name": "Investment",
  "contacts_limit": 50
}

Example 3: Incremental Update (Date-Based Filtering)

Get only contacts updated since your last pull. Perfect for scheduled updates.

{
  "query_type": "contacts",
  "date_updated": "2025-01-15",
  "contacts_limit": 1000
}

Note: Use the updated_at timestamp from your previous query results to get only new or updated contacts.

Example 4: Query by Organization CRD Numbers

Get contacts from specific firms using their organization CRD numbers.

{
  "query_type": "contacts",
  "organization_crds": "104518,105477,105642",
  "contacts_limit": 100
}

Example 5: Include/Exclude Filters

Get contacts from specific firms while excluding certain contact IDs.

{
  "query_type": "contacts",
  "organization_crds": "104518,105477",
  "exclude_contact_ids": "123,456,789",
  "contacts_limit": 50
}

Example 6: Query Both Firms and Contacts

Get both firms and their contacts in a single run.

{
  "query_type": "both",
  "firm_name": "Investment",
  "firm_city": "New York",
  "firm_state": "NY",
  "firms_limit": 10,
  "contact_firm_name": "Investment",
  "contacts_limit": 50
}

Example 7: Comprehensive Query (All Parameters)

Use all available filters for precise data extraction.

{
  "query_type": "both",
  "firm_name": "Investment",
  "firm_city": "New York",
  "firm_state": "NY",
  "firm_country": "US",
  "firms_limit": 10,
  "contact_ids": "123,456",
  "exclude_contact_ids": "789",
  "contact_firm_name": "Investment",
  "organization_crds": "104518,105477",
  "exclude_organization_crds": "111111",
  "date_updated": "2025-01-01",
  "contacts_limit": 100,
  "output_file": "investment_advisors_results.json"
}

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🔍 Input Parameters

Parameter	Type	Required	Default	Description
query_type	string	❌	"contacts"	Type of data to query: "firms" for firms only, "contacts" for contacts only, or "both" for both. See Query Type Options below.
firm_name	string	❌	-	Filter firms by primary business name (partial match, case-insensitive). Only applies when query_type is "firms" or "both".
firm_city	string	❌	-	Filter firms by main office city (exact match, case-insensitive). Only applies when query_type is "firms" or "both".
firm_state	string	❌	-	Filter firms by main office state (exact match, case-insensitive). Use standard 2-letter state codes (e.g., "CA", "NY", "TX"). Only applies when query_type is "firms" or "both".
firm_country	string	❌	-	Filter firms by main office country (exact match, case-insensitive). Use ISO 3166-1 alpha-2 country codes (e.g., "US", "CA", "GB"). Only applies when query_type is "firms" or "both".
firms_limit	integer	❌	-	Maximum number of firms to return. Only applies when query_type is "firms" or "both". Set to null or omit for no limit. Minimum: 1.
contact_ids	string	❌	-	Include only contacts with these contact_id values. Can be a comma-separated string (e.g., "123,456,789") or JSON array. Only applies when query_type is "contacts" or "both".
exclude_contact_ids	string	❌	-	Exclude contacts with these contact_id values. Can be a comma-separated string (e.g., "123,456,789") or JSON array. Only applies when query_type is "contacts" or "both".
contact_firm_name	string	❌	-	Filter contacts by their firm's primary business name (partial match, case-insensitive). Only applies when query_type is "contacts" or "both".
organization_crds	string	❌	-	Include only contacts from firms with these organization CRD numbers. Can be a comma-separated string (e.g., "123456,789012") or JSON array. Only applies when query_type is "contacts" or "both".
exclude_organization_crds	string	❌	-	Exclude contacts from firms with these organization CRD numbers. Can be a comma-separated string (e.g., "123456,789012") or JSON array. Only applies when query_type is "contacts" or "both".
date_updated	string	❌	-	Filter contacts updated on or after this date. Use for incremental updates. Format: YYYY-MM-DD (e.g., "2025-01-15") or ISO datetime YYYY-MM-DDTHH:MM:SS. Only applies when query_type is "contacts" or "both".
contacts_limit	integer	❌	-	Maximum number of contacts to return. Only applies when query_type is "contacts" or "both". Set to null or omit for no limit. Minimum: 1.
output_file	string	❌	-	Optional filename to save results as JSON file locally. If not provided, results are only pushed to Apify dataset.

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📊 Query Type Options

The query_type parameter controls what data is queried:

Value	Description	When to Use
"firms"	Query only investment and financial firms	Search through 15,000+ firms. When you need firm information only (no contacts). Firms queries are free (only setup fee applies).
"contacts"	Query only finance professionals and leadership (contacts)	Search through 250,000+ professionals. When you need contact information only. Each contact returned is charged separately.
"both"	Query both firms and contacts	When you need both firm and contact data in a single run. Useful for comprehensive lead generation.

Default: If query_type is not specified, it defaults to "contacts".

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📤 Output Format

Dataset Structure

Each query returns a structured JSON object with the following structure:

{
  "query_type": "both",
  "query_timestamp": "2025-12-05T14:26:04.739640",
  "firms": {
    "query_parameters": {
      "name": "Investment",
      "city": "New York",
      "state": "NY",
      "country": null,
      "limit": 5,
      "page_size": 1000
    },
    "query_metadata": {
      "firms_count": 5,
      "pages_processed": 1,
      "limit_reached": true
    },
    "results": {
      "firms": [
        {
          "organization_crd": "104518",
          "primary_business_name": "DWS INVESTMENT MANAGEMENT AMERICAS, INC.",
          "main_office_street_address_1": "875 THIRD AVENUE",
          "main_office_street_address_2": null,
          "main_office_city": "NEW YORK",
          "main_office_state": "NY",
          "main_office_country": "United States",
          "main_office_postal_code": "10022",
          "website_address": "HTTPS://WWW.LINKEDIN.COM/COMPANY/DWS-GROUP-COM",
          "updated_at": "2025-12-05T08:17:31.041463+00:00",
          "created_at": "2025-12-04T15:11:38.534422+00:00"
        }
      ]
    }
  },
  "contacts": {
    "query_parameters": {
      "contact_ids": null,
      "exclude_contact_ids": null,
      "firm_name": "Investment",
      "organization_crds": null,
      "exclude_organization_crds": null,
      "date_updated": null,
      "limit": 10,
      "page_size": 1000
    },
    "query_metadata": {
      "contacts_count": 10,
      "pages_processed": 1,
      "limit_reached": false
    },
    "results": {
      "contacts": [
        {
          "contact_id": 12345,
          "organization_crd": "104518",
          "first_name": "John",
          "last_name": "Doe",
          "email": "john.doe@example.com",
          "email_verified": "true",
          "phone": "+1-555-123-4567",
          "linkedin_url": "https://www.linkedin.com/in/johndoe",
          "firm_name": "DWS INVESTMENT MANAGEMENT AMERICAS, INC.",
          "updated_at": "2025-12-05T08:17:31.041463+00:00",
          "created_at": "2025-12-04T15:11:38.534422+00:00",
          "firms": {
            "primary_business_name": "DWS INVESTMENT MANAGEMENT AMERICAS, INC."
          }
        }
      ]
    }
  },
  "partial_failure": false
}

Output Fields

Top-Level Fields

• query_type: The type of query executed ("firms", "contacts", or "both")
• query_timestamp: ISO timestamp when the query was executed
• firms: Firms query results (present when query_type is "firms" or "both", null otherwise)
• contacts: Contacts query results (present when query_type is "contacts" or "both", null otherwise)
• partial_failure: Boolean indicating if one query type failed but the other succeeded (only relevant when query_type is "both")

Firms Object Fields

• query_parameters: The filters and parameters used for the firms query
• query_metadata: Summary statistics including firms_count, pages_processed, and limit_reached
• results.firms: Array of firm objects with complete firm information

Contacts Object Fields

• query_parameters: The filters and parameters used for the contacts query
• query_metadata: Summary statistics including contacts_count, pages_processed, and limit_reached
• results.contacts: Array of contact objects with complete contact information

Firm Object Fields

• organization_crd: Organization identifier (unique firm identifier from our database of 15,000+ firms)
• primary_business_name: Official firm name
• main_office_street_address_1: Primary street address
• main_office_street_address_2: Secondary address line (if applicable)
• main_office_city: City name
• main_office_state: State code (2-letter)
• main_office_country: Country name
• main_office_postal_code: Postal/ZIP code
• website_address: Firm website URL
• updated_at: ISO timestamp when record was last updated
• created_at: ISO timestamp when record was created

Contact Object Fields

• contact_id: Unique contact identifier
• organization_crd: Organization CRD of the firm this contact belongs to
• first_name: Contact's first name
• last_name: Contact's last name
• email: Email address
• email_verified: Email verification status ("true" or "false")
• phone: Phone number
• linkedin_url: LinkedIn profile URL
• firm_name: Name of the firm this contact belongs to (convenience field)
• updated_at: ISO timestamp when record was last updated
• created_at: ISO timestamp when record was created
• firms: Nested object with firm information (contains primary_business_name)

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💰 Pricing

This Actor uses a pay-per-event pricing model with transparent pricing:

• Setup Fee: per Actor run (one-time charge for instance setup and initialization)
• Contact Returned: per contact returned in query results
• Firms: Free (no per-firm charge, only setup fee applies)

You only pay for contacts you actually receive, making it cost-effective for both small and large-scale queries. Firms queries are free (only the setup fee applies), making them ideal for initial research and firm discovery.

Note: The Actor performs a pre-run credit check to ensure you have sufficient funds. If insufficient funds are detected, the Actor will exit gracefully with an error message.

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🎯 Use Cases

• Lead Generation: Build targeted lists of finance professionals and leadership for sales outreach
• Market Research: Analyze the distribution of investment and financial firms by location, size, or specialization
• Business Development: Identify potential partners, clients, or acquisition targets in the financial services industry
• CRM Integration: Sync finance professional data into your CRM system for relationship management
• Network Analysis: Map relationships between finance professionals and their firms
• Competitive Intelligence: Monitor competitor firms and their leadership teams
• Incremental Updates: Use date_updated filter to get only new or updated contacts since your last pull
• Data Enrichment: Enhance existing contact databases with investment and financial firm associations
• Geographic Analysis: Analyze finance professional presence by city, state, or country
• Email Verification: Access verified email addresses for finance professionals and leadership

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🚀 Ready to Find Finance Professionals?

Start using Investment and Finance Professional Search today and discover investment and financial firms and their leadership teams from our database of 250,000+ professionals and 15,000+ firms. Whether you're building lead generation pipelines, conducting market research, expanding your network, or enriching CRM systems, you'll have clean, structured data in minutes!

Made with ❤️

Transform your finance professional lead generation with reliable, production-ready search capabilities. Access one of the largest databases of investment and finance professionals available.

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Last Updated: 2025.12.05