Data on Every Financial Institution, and an AI BDR to Automate Outreach
Access verified contacts at banks, asset managers, and fintech companies. AI-powered personalization that understands financial services—book more meetings with sophisticated buyers.
Verified Contact Details for Financial Decision-Makers
We validate and enrich every financial services contact to ensure your messages reach executives, portfolio managers, and technology leaders who actually make purchasing decisions.
Verified Financial Contacts
Direct emails and phone numbers for executives, traders, analysts, and compliance officers—verified against FINRA, SEC, and state registrations.
Firm Intelligence
AUM, regulatory filings, technology stack, custodian relationships, and recent fund launches—personalize outreach with data that matters.
Compliance & Regulatory Data
SEC/FINRA registration status, disclosure history, regulatory actions, and compliance certifications to target qualified firms.
Intent & Growth Signals
Track new fund filings, M&A announcements, leadership changes, and technology initiatives to identify prospects ready to buy.
Comprehensive Coverage Across Financial Services
From global banks to emerging fintech, we have the data you need to reach decision-makers across the financial services ecosystem.
Banks & Credit Unions
Access decision-makers at 10,000+ banks and credit unions. Target by asset size, branch count, digital maturity, and core banking platform.
Asset Managers & RIAs
Reach portfolio managers, CIOs, and compliance officers at 15,000+ asset managers and registered investment advisors managing $30T+ in assets.
Insurance Companies
Connect with underwriters, claims executives, and technology leaders at life, P&C, and specialty insurers across North America.
Fintech & Payments
Target growth-stage fintech companies, payment processors, and lending platforms. Identify who's buying, building, or partnering.
How Skyp Financial Services Data Works
From defining your ideal buyer to booking meetings—we handle the heavy lifting so you can focus on closing deals.
Define Your Ideal Financial Buyer
Tell us your target: hedge fund CTOs, bank digital officers, wealth management practice managers, or any other financial services role. Specify firm type, AUM, geography, and tech stack.
We Build Your Targeted List
Our team researches and verifies contacts from SEC filings, FINRA BrokerCheck, and proprietary databases. Every contact is validated before delivery.
AI Creates Personalized Outreach
Skyp's AI writes unique emails for each contact using firm data, recent filings, and financial services-specific personalization that resonates with sophisticated buyers.
Launch & Optimize Campaigns
Send personalized sequences, track engagement, and let AI optimize your messaging. Watch meetings get booked while you focus on closing deals.
Built for Financial Services Sales Teams
Whether you're selling to banks, asset managers, or fintech companies—Skyp helps you find and engage the right buyers.
Fintech Sales
Sell trading platforms, risk management tools, or compliance software to hedge funds, asset managers, and banks.
3-5x higher response rates vs. generic outreach
Data & Research Providers
Reach portfolio managers, analysts, and quant researchers actively evaluating alternative data sources.
Cut prospecting time by 75%
Wealth Tech & WealthTech
Connect with RIAs, family offices, and wealth management firms modernizing their technology stack.
Book 2x more discovery calls
Core Banking & Payments
Target bank CTOs, digital officers, and payment executives evaluating infrastructure modernization.
50% increase in qualified pipeline
Frequently Asked Questions
What financial services segments do you cover?
We cover banks, credit unions, asset managers, hedge funds, private equity, venture capital, RIAs, family offices, insurance companies, broker-dealers, fintech companies, and payment processors. Our data spans front office, middle office, operations, technology, and compliance roles.
How do you verify financial services contacts?
We cross-reference SEC IARD, FINRA BrokerCheck, state registrations, LinkedIn, and direct verification. Financial contacts are verified monthly and we maintain 95%+ email deliverability.
Can I filter by AUM or assets under management?
Yes. Filter by AUM ranges from emerging managers ($10M-$100M) to institutional allocators ($10B+). We also track fund strategies, investment styles, and mandate types.
Do you have data on fintech and private companies?
Absolutely. We track 5,000+ fintech companies including funding stage, technology stack, key hires, and product launches. Identify who's actively building and buying.
How current is the regulatory data?
SEC and FINRA data is updated weekly. We track new registrations, form ADV amendments, and regulatory actions as they're filed. Intent signals are monitored in real-time.
Ready to Reach Financial Services Decision-Makers?
Book a demo to see how Skyp's financial services data and AI-powered outreach can help you book more meetings with banks, asset managers, and fintech companies.