Active Investor Leads Database (2020-2025): Self-Directed Trader Email & Phone List – 9.571M records

Description

Published September 2025

💰Pricing tiers

📦 All Tiers Include

• • CSV file format, compatible with all CRM and email marketing platforms

  • Verified global investor emails (100%), phones where available (55%), addresses (52%)

  • One-time license — lifetime use, no recurring fees

  • Global coverage across 60+ countries, with majority U.S. investors

🌍 Premium Options (Professional and Above)

Included at no extra charge starting from Professional Plan:

• • Filter by country or region (e.g., U.S., Canada, EMEA, APAC)

  • Choose records with phone / address only

  • Split delivery by language or geography

  • File formatting and delivery optimization for high-volume imports

Target a highly qualified audience of active, self-directed investors sourced from a premier financial research platform.

This exclusive database is derived from a major investment research company’s subscriber base, ensuring a level of quality and intent far beyond typical scraped or publicly-sourced lists. These individuals have demonstrated a proactive commitment to managing their wealth by subscribing to professional-grade market analysis, signaling they are financially literate, engaged, and possess the disposable income to act on new opportunities.

This meticulously compiled list is the premier resource for financial services firms, FinTech platforms, and educational companies seeking to reach proven investors who are actively looking for new tools, services, and strategies to enhance their portfolio performance.

Database Overview & Geographic Coverage

Profile of the Target Audience

• • The Active Retail Investor: Makes their own buy/sell decisions and is constantly looking for new ideas and analysis.

  • The Do-It-Yourself (DIY) Investor: Uses retail brokers like Fidelity, Charles Schwab, E*TRADE, or Robinhood.

  • The Informed Enthusiast: Financially literate, follows the markets, and consumes financial news.

  • Individuals with Disposable Income: Subscribing to research services indicates they have capital to invest.

Ideal For Marketing

• • Financial Advisors & Wealth Managers seeking new clients.

  • Investment Newsletter & Stock Alert Services.

  • FinTech Apps & Trading Platforms.

  • High-Ticket Educational Courses (trading, options, real estate).

  • Alternative Investment Providers (Gold, Silver, Crypto, REITs).

  • Brokerage Firms looking to acquire new customers.

Data Source & Freshness Notice: This database was compiled from sources between 2020-2025. While it remains an exceptionally large and valuable resource for multi-channel outreach (email, phone, direct mail), we recommend factoring in industry-standard attrition rates for data of this age. A strong email verification and phone scrubbing process is advised for optimal results. Estimated valid emails/phones/records around 80%

Data example (scroll right)