Wealth Management.com from Informa Mailing List

WealthManagement.com is the new digital resource of all things wealth management for financial advisors and estate planning professionals. And it’s the new home of all digital initiatives from REP. and Trusts & Estates—including websites, enewsletters, webinars, videos, social media and mobile channels.

SEGMENTS COUNTS THROUGH 05/28/2025
2,986,741 TOTAL UNIVERSE / BASE RATE $175.00/M
 867,679 EMAIL RECORDS     $375.00/M
 1,739,478 PHONES     + $60.00/M
 320,000 FINANCIAL ADVISORS     $400.00/M
 1,299,024 INSURANCE AGENTS     $400.00/M
  TRANSMISSION     + $50.00/M
  AUDIENCE EXTENSION - TARGETED BANNER IMPRESSIONS     $40.00/M
DESCRIPTION
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WealthManagement.com is the new digital resource of all things wealth management for financial advisors and estate planning professionals. And it’s the new home of all digital initiatives from REP. and Trusts & Estates—including websites, enewsletters, webinars, videos, social media and mobile channels.

WealthManagement.com is the unique online community, specialty search engine and marketing platform from REP. and Trusts & Estates that allows marketers serving the financial services industry to profile their company’s product and services to a highly targeted group of advisors, planners, attorneys, CPAs and other wealth management professionals.

  

Job Function Postal Email 
Stockbroker/registered Rep 34062 12323
Branch Manager/osj 21455 6651
Chairman/ceo/president  38651 12544
Sales Assistant 231 50
Registered Investment Advi 1783 358
Financial Planning 14973 3600
Bank Investment Sales 122 19
Insurance Sales 225 42
Other (specify) 3695 1818
     
Year Started Postal Email 
Prior To 1900 13 2
1901-1950 30 2
1951-1975 127 29
1976-1990 319 61
1991-2000 472 57
2001-2005 480 62
2006-2010 1090 171
2011+ 660 70
     
Title Category Postal Email 
Top Management 168987 52434
Middle/administrative Management 53221 17164
Financial Management 100263 25374
Sales & Marketing Management 23959 7167
Information Technology (it) Professionals 1773 681
Production Management 576 178
Engineering Management 2631 938
Professionals 21590 7614
All Other Management 9640 3845
     
Vp-level 41237 10968
Director-level 39068 12947
Manager-level 23600 7511
Assistant -level 5366 1600
Human Resources 1062 316
Purchasing 14 13
Retired 33 63
Senior (c-level Or Higher) 70410 24147
Students 35 137
Education 493 247
Medical 92 60
Lawyers 2701 1050

 

 

Informa reaches over 30MM+ professionals and has touch points for virtually every industry. Our diverse portfolio of properties can help you reach your target audience.

 

For more advertising opportunities, visit: http://wealthmanagement.com/


(finance, media, electronic, experts)

(formerly Penton)

ORDERING INSTRUCTIONS
POPULARITY: 99
MARKET: BUSINESS AND CONSUMER
CHANNELS: Mailing List Email List Telephone List  
SOURCE: INTERNET/ON-LINE, CONTROLLED CIRCULATION, OPT-IN E-MAIL, DIRECT RESPONSE, MULTI SOURCED, NEWSLETTER, PUBLICATIONS 
PRIVACY: UNKNOWN 
DMA?: NO
STATUS: STANDARD PROVIDER
GEO: USA 
SELECTS
ADVISORY CLIENTS   $25.00/M
ADVISORY SERVICES PROVIDED   $25.00/M
AGE   $25.00/M
BUSINESS CODE   $25.00/M
BUSINESS DESCRIPTION   $25.00/M
CERTIFICATIONS   $25.00/M
COMPENSATION FOR SERVICES   $25.00/M
DISCRETIONARY ACCOUNTS AT FIRM   $25.00/M
DISCRETIONARY ASSETS UNDER MANAGEMENT   $25.00/M
DUALLY REGISTERED   $25.00/M
FAMILY OFFICE   $25.00/M
GENDER   $25.00/M
GROSS ANNUAL PRODUCTION   $25.00/M
INSURANCE PRODUCTS   $25.00/M
JOB FUNCTION   $25.00/M
JOB TITLE   $25.00/M
NUMBER OF EMPLOYEES   $25.00/M
ONE PER COMPANY   $25.00/M
PHONE NUMBER   $60.00/M
PRIMARY BUSINESS   $25.00/M
REC/SELL TO CLIENTS   $25.00/M
RETIREMENT PLAN   $25.00/M
SALES VOLUME   $25.00/M
SCF / STATE / ZIP   $20.00/M
SIC CODE   $25.00/M
TOTAL ACCOUNTS AT FIRM   $25.00/M
TOTAL ASSETS UNDER MANAGEMENT   $25.00/M
TOTAL YEARS LICENSED   $25.00/M
YEAR STARTED   $25.00/M
YEARS AT FIRM   $25.00/M
ADDRESSING
KEY CODING  $5.00/M
A/B SPLIT  $150.00/F
EMAIL  $100.00/F
EMAIL SET UP  $150.00/F
FTP  $100.00/F
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