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List of Investment services in San Jose

There are 125 Investment services in San Jose as of May 18, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.

San Jose accounts for approximately 2.6% of all 4,859 Investment services in California, making it a focused local market with a well-defined prospect base ideal for precision outreach.

Around 59.2% of Investment services in San Jose have email addresses, 96.0% have phone numbers, and 57.6% include both — with 67.2% also having a website.

These businesses are active on social media: 39 have Facebook pages, 25 are on Instagram, 59 have LinkedIn profiles, 50 use X (formerly Twitter), 43 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in San Jose.

125 Number of Investment services
74 Email addresses
120 Phone numbers
84 With Websites
59 LinkedIn Profiles
39 Facebook Profiles
25 Instagram Handles
50 X Handles
43 YouTube Channels
72 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Investment services in San Jose

Find new clients and close more deals with the world s best business leads provider. You can download Investment services email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

Consolidated Trading

Location Address

Chicago

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Wells Fargo Private Bank

Location Address

Beverly Hills

California

United States

Email Email

Phone Phone

Website Website

2

3

AKD WEALTH PARTNERS

Location Address

New York

New York

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Lawrence Lubas - Prudential Financial

Location Address

Wyomissing

Pennsylvania

United States

Email Email

Phone Phone

Website Website

0

0

Matthew McCumons - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Ann Arbor

Michigan

United States

Email Email

Phone Phone

Website Website

0

0

1031X

Location Address

Denver

Colorado

United States

Email Email

Phone Phone

Website Website

300

5

-

Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Portland

Oregon

United States

Email Email

Phone Phone

Website Website

1

5

Harbor Enterprises, LLC

Location Address

Lexington

South Carolina

United States

Email Email

Phone Phone

Website Website

0

0

-

-

J Basinger - Prudential Financial

Location Address

Bucyrus

Ohio

United States

Email Email

Phone Phone

Website Website

0

0

weekly option advisory

Location Address

Carmel By The Sea

California

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

Headwater Investment Consulting, Inc.

Location Address

McMinnville

Oregon

United States

Email Email

Phone Phone

Website Website

0

0

-

-

Etral Investments

Location Address

Rocky River

Ohio

United States

Email Email

Phone Phone

Website Website

0

5

-

-

-

-

Clearbrook Global

Location Address

Malvern

Pennsylvania

United States

Email Email

Phone Phone

Website Website

0

0

-

-

Integrated Trading & Investments

Location Address

Las Vegas

Nevada

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Kyle Henderson - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

New York

New York

United States

Email Email

Phone Phone

Website Website

0

5

Namaste Investing

Location Address

Gardena

California

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

StateTrust Capital, LLC.

Location Address

Boca Raton

Florida

United States

Email Email

Phone Phone

Website Website

0

4.1

-

-

-

3i Corporation

Location Address

Waltham

Massachusetts

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Wells Fargo Advisors

Location Address

Washington

District of Columbia

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

DRL Invest Insure

Location Address

Hudson

Massachusetts

United States

Email Email

Phone Phone

Website Website

1

5

-

-

-

-

How many Investment services are there in the San Jose?

Total Records
125

Investment services in the San Jose

Last updated: May 18, 2026

Contact Coverage · San Jose

In San Jose, approximately 59.2% of Investment services have email contacts, while 96.0% have phone numbers, supporting high-conversion hyper-local outreach in this city market.

Data last updated May 18, 2026

Statistics Icon

96.0%

120 Investment services in San Jose with Phone Number

Statistics Icon

59.2%

74 Investment services in San Jose with Email Address

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57.6%

72 Investment services in San Jose with Phone and Email

Data Completeness

A majority of Investment services records in San Jose include both email and phone data, enabling highly targeted local outreach strategies.

57.6%of Investment services have both email & phone
Email + Phone57.6%
Email only59.2%
Phone only96.0%
Website67.2%

How to Use the List of Investment services in San Jose

San Jose is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.

Direct Sales Outreach in San Jose

Every record in this dataset is a investment services business verified within San Jose — no filtering needed. 96.0% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.

City-Focused Email & Phone Campaigns

San Jose's tight geographic footprint makes it ideal for high-relevance outreach. With 59.2% of investment services having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.

Local Ad Audience Building

67.2% of investment services in San Jose have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.

Focused Local Market

2.6%

of 4,859 Investment services in California

City Market Overview

San Jose's Investment services market is small but concentrated — perfect for precision outreach and niche campaigns where relevance matters more than volume.

Email59.2%
Phone96.0%
Website67.2%

Social Media Reach of Investment services in San Jose

Many Investment services in San Jose actively use social platforms, making it a strong market for direct engagement and targeted campaigns.

Facebook Profiles
3931.2%
Facebook Profiles
Instagram Handles
2520.0%
Instagram Handles
LinkedIn Profiles
5947.2%
LinkedIn Profiles
X Handles
5040.0%
X Handles
Youtube Channels
4334.4%
Youtube Channels

Website Presence

Around 67.2% of Investment services in San Jose have an active website, a strong signal for hyper-local digital targeting and city-level web campaigns.

Data last updated May 18, 2026

Statistics Icon

67.2%

84 Investment services in San Jose that have a website

Statistics Icon

32.8%

41 Investment services in San Jose that do not have a website

Download sales qualified leads of Investment services in the San Jose

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

Frequently Asked Questions

Answers of the most common questions about our dataset

How many Investment services are there in San Jose?

There are 125 Investment services in San Jose as of the latest update. This makes San Jose an active market for B2B outreach and lead generation in the Investment services industry.

How many Investment services in San Jose have email addresses?

74 Investment services in San Jose have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Investment services in San Jose have phone numbers?

120 Investment services in San Jose include phone numbers. Of those, 72 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Investment services in San Jose?

Yes. The dataset covers 125 Investment services businesses in San Jose, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.

What data fields are included for each Investment services in San Jose?

Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.

How can I access the complete Investment services list for San Jose?

You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.

Still have questions? Feel free to reach out to our support team

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