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2026 Edition · Finance & Insurance Industry Data

Finance & Insurance Companies Database — 1.9M+ Records

The most complete list of finance and insurance companies in the USA. Your $499 purchase unlocks the full 134M+ nationwide bundle — including 1.9M+ banks, credit unions, insurance agencies, investment advisors, mortgage brokers, and financial services companies.

1.9M+
Finance Records
50
States Covered
2.9%
of Full Database
1.9M+
Unique Firms

Finance & Insurance Data Bundle

2026 Edition
🏦 Banks & Credit UnionsIncluded
📋 Insurance AgenciesIncluded
📈 Investment & Wealth AdvisorsIncluded
🏡 Mortgage CompaniesIncluded
💳 Credit & Lending ServicesIncluded
📊 Accounting & Tax FirmsIncluded
Total Records1,900,000+
✅ You get ALL 50 states — not just this industryYour $499 purchase includes 134M+ records nationwide. Finance & Insurance is fully included.
Trusted by 500+ Businesses
Compiled from Public Sources
Instant Download After Payment
CSV Format — Opens in Any App
$499 One-Time Payment
What's Included

Finance & Insurance Databases — One Bundle

Three independently sourced databases providing maximum coverage of all US financial services and insurance businesses.

🏢

US Company Database

1.9M+

Finance and insurance company records with firm name, address, phone, website, contact name, employee count, revenue range, and NAICS/SIC codes.

📋

US Business Database

Included

Yellow Pages-sourced finance and insurance business records with GPS coordinates for regional territory mapping and local market targeting.

✉️

US Email Database

Included

Decision-maker contacts at finance and insurance firms — principals, agents, and managers — with email address, direct phone, and job title.

Complete Data Reference

Every Field in Your Finance & Insurance Database

Import directly into your CRM, dialer, or email platform. All fields are included across the three databases.

Company Identity

  • Company Name
  • EIN (Tax ID)
  • NAICS Code
  • SIC Code
  • SIC Description
  • HQ / Branch Flag
  • Credit Score

Location & Address

  • Street Address
  • Mailing Address
  • City
  • State
  • ZIP Code
  • County
  • Latitude / Longitude

Contact & Outreach

  • Email Address
  • Contact Name
  • Title / Position
  • Phone Number
  • Toll-Free Number
  • Fax Number
  • Website URL

Business Size

  • Employee Count
  • Employee Size Band
  • Corp-Wide Employees
  • Sales Volume Range
  • Annual Revenue

Decision-Maker Data

  • Contact First Name
  • Contact Last Name
  • Gender
  • Direct Phone
  • Area Code

Financial Data

  • Revenue Range
  • Total Corp Revenue
  • Industry Category
  • Corp-Wide Revenue
Live Preview

Browse Real Finance & Insurance Business Records

Scroll through actual records from the database. Phone numbers and emails are partially masked in the sample — the full purchased file includes all contact details unmasked.

Live Sample Data Preview — US Business Database
Real records from the database — scroll to explore Open full sample →
Applications

Who Uses the Finance & Insurance Companies Database

From fintech vendors to compliance technology providers — the finance and insurance database powers B2B outreach across every financial services vertical.

🖥️

Fintech & Banking Software

Sell core banking systems, lending automation, wealth management platforms, CRM tools, and compliance software directly to banks, credit unions, and investment firms.

📋

Insurance Technology (InsurTech)

Target insurance agencies and carriers with agency management systems, digital quoting tools, claims automation, and customer engagement platforms.

🎓

Financial Education & Training

Reach insurance agents, financial advisors, and banking professionals with CE credits, licensing prep, designation programs, and compliance training.

📊

Data & Analytics Platforms

Market financial data feeds, risk analytics, market intelligence, and regulatory reporting tools to investment firms, banks, and insurance carriers.

🤝

B2B Lead Generation for Financial Services

Build cold outreach lists of insurance agents, financial advisors, and bank branch managers for cross-referral partnerships and service provider pitches.

🏦

Wholesale Financial Products

Target insurance agencies with wholesale product access — surplus lines, specialty coverage, reinsurance, and annuity products for agency distribution.

⚖️

Compliance & Regulatory Tech

Sell AML, KYC, fraud detection, and regulatory compliance tools to banks, credit unions, and financial advisors with compliance obligations.

📞

Cold Outreach & Prospecting

Build targeted prospect lists of insurance agents, RIAs, and financial planners for product sales, partnership pitches, and referral network development.

Market Overview

Finance & Insurance Industry — By the Numbers

Finance and insurance (NAICS 52) represents some of the highest-value B2B prospects in any database. With 1.9M+ records spanning banks, insurance agencies, investment advisors, and mortgage companies, this sector offers outstanding outreach opportunities for fintech vendors, compliance technology providers, and wholesale financial product distributors.

Insurance Agencies Dominate

Independent insurance agencies make up the largest segment of this sector and are among the most receptive B2B prospects in any database. Independent agents actively seek new carrier relationships, agency management tools, and customer acquisition solutions — making them highly responsive to relevant outreach.

Geographic Distribution

Financial services businesses exist in every state and metro market. The database enables precise geographic targeting — filter by state for regional campaigns, or use ZIP code and city fields for hyper-local targeting of bank branches, insurance offices, and financial advisor practices.

1.9M+
Finance Records
50
States Covered
2.9%
of Full Database
1.9M+
Unique Firms
Industry Coverage

Finance & Insurance Sub-Sectors Covered

All sub-categories are represented. Filter any of these within your CSV using the NAICS code column.

Commercial Banks & Branches
NAICS 52211
Credit Unions
NAICS 52213
Mortgage Companies & Brokers
NAICS 52231
Insurance Agencies
NAICS 52421
Investment & Wealth Advisors
NAICS 52392
Securities Brokers & Dealers
NAICS 52312
Life Insurance Carriers
NAICS 52411
Property & Casualty Carriers
NAICS 52412
Pension & Retirement Funds
NAICS 52591
Consumer Lending Companies
NAICS 52221
Auto Financing Companies
NAICS 52222
Check Cashing & Payday Lenders
NAICS 52239
Financial Planning Services
NAICS 52393
Commodity Brokers
NAICS 52313
Credit Card Processing
NAICS 52232
FAQ

Finance & Insurance Database — Common Questions

The database contains 1.9 million+ finance and insurance company records across all 50 states. This includes banks, credit unions, insurance agencies, investment advisors, mortgage brokers, securities dealers, financial planners, and all other NAICS 52 sub-sectors.
Yes. Use NAICS 52421 for insurance agencies and brokers, 52211 for commercial bank branches, 52213 for credit unions, 52231 for mortgage companies, or 52392 for investment advisors. All filterable within your CSV using Excel or Google Sheets.
Very much so. Independent insurance agencies are among the most responsive B2B prospects in any database. They are actively seeking new carrier relationships, agency management software, and lead generation services. The database gives you direct access to agency owners and principals.
Yes. The Email Database includes contact name, title, email, and phone for financial professionals. For independent agencies and advisory practices, this often connects you directly to the principal decision-maker.
Yes — completely. All 1.9M+ finance and insurance records are included in the $499 bundle. All three databases, all 50 states, all 20 NAICS sectors for one flat price.
Instantly after PayPal payment. CSV files organized by state, max 1 million records per file. Opens in Excel, Google Sheets, or any CRM.

Access 1.9M+ Finance & Insurance Company Records Today

Banks, insurance agencies, investment advisors, mortgage brokers, and financial services firms. The most complete US finance database. One payment, instant download.

Get Instant Access — $499 View Sample Data
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