Investor Leads Lists

How to Find Qualified Investor Leads provides High Quality Leads to Reach Accredited Investors

Getting in touch with the right investors doesn’t have to be difficult. If you’re doing a search online  for qualified investor leads or lists, we’re the right guys. However, when you’re talking about “qualified“, “qualified” could mean anything. “Qualified” could mean “they have the money”. When you search for investor leads with that particular keyword, it’s a little ambiguous. I’d like to caution you that you should add the word “accredited” if you’re looking for investors for any kind of a private placement; especially a Reg D, 506C, which specifically requires that to be accredited investors.


What is a Qualified Investor?

The term “Qualified Investor” is kind of a vague keyword or reference, but a true “qualified investor”  for a private placement would be an “accredited investor”. That means the investor has been surveyed and added to the group which has been verified he or she meets the requirements established by the Security Exchange Commission (SEC), which includes the following:

  • A $200,000 income for the last 2 years or $300,000 combined
  • Experience in managing their own personal portfolio
  • They have at least $25,000 to $50,000 to invest for risk capital.


So if you’re looking for qualified investor leads or lists, we have them here. We are an accredited investor leads list service provider.

If you have a SAN number we’ll scrub leads for you. We pay $5,100 a year for litigators (professional litigators) to make sure our clients do not violate the Do Not Call regulations. None of our competitors pay that kind of money. Our goal is to protect the investment brokers we service.

We also have the Big Dogs!

These are qualified accredited investor lists that truly encourage success. These are the best investor leads for sale in the United States. These individuals have a quarter of a million dollars minimum – five million net worth. Find out more about these extremely qualified accredited investors here on  our website, If you have questions about our financial leads (we know this can be a bit bit confusing), give me a call, John Fischer at 561-981-8777. Thank you for your time. Have a beautiful day and God bless.



Financial Lead

We’re talking about the keyword “Financial Lead”

Hi, everybody. My name is John Fischer. Welcome to I want to talk about the key word, “financial lead” or “leads.” What’s a financial lead? Again, a very, very vague word but to me a financial lead is someone that has money, someone’s that’s looking to invest in any kind of an investment. They don’t necessarily have to be accredited, but the majority of everything I have and sell happens to be accredited with the exception of numismatic coin buyers and bullion buyers through IRA. That’s it. That’s all I sell. I don’t get involved with nothing else, and the bottom line is our stuff works very, very well.

Problem with financial leads, and if it’s specifically a financial planner asking for ’em, they want a very, very small geographical territory, and I just have no depth, nothing. You know, so if you’re not going to give me at least five area codes, and maybe I’ll be able to hit that $1,000 minimum, which is a $1 a lead, that’s a 1,000 leads. I don’t even know if I’m going to have enough to go two or three orders. It depends on how big that city is and how many area codes you give me, but they do work. And you know, think about it. You’re getting something that no one else in your industry is getting.

You’re getting a guy who’s been surveyed by a broker, a guy who’s been asked, “Do you make at least $200,000 a year for the last two years, a million net worth not including your home? Have you got $25,000 to $50,000?” They say, “Yes, yes.” So they work very, very well if you’re a financial planner, if you’re doing any kind of financial advising and so on. So again, the more money – the better. And I think that in any kind of a financial business, you should stick to nothing but accredited investors. If you have any additional questions, you can give me a call.

We scrub against…the litigators list cost me $5,100 a year. None of my competitors do that. We have a SAN number, we’re a lead service provider. We can scrub for you. If you don’t have a SAN number, we can get it. You want to sign an indemnity and say, “Hey. That’s my responsibility, not yours,” we can do that also. But the bottom line is we’ve been around for 26 years, A+ rating, no complaints. And if you’re looking for financial leads, we have them. Thank you for your time. My name is John Fischer. If you have any questions, feel free to call me. There’s no switchboard, there’s no operator. Come straight to my iPhone, 561-981-8777. Have yourself a beautiful day.

Investor Lists, Investment Leads & PP Lists

Investor Lists, Investment Leads & Private Placement Lists

investor lists investment leads private placement list find accredited investors accredited investor list


Welcome to!

Talking About Investor Lists & Investment Leads

I like to continue to give you as much information as possible about the various types of leads. What we take pride in and what our forte’ happens to be here at is investor lists.  What we do is – we have lists of qualified investors. These are people who are looking for anything from stocks to private placement. It could be a financial planner, precious metals or just about anything related to investments.

There’s another variation of investor lists and that’s investment leads. What’s an investor? That’s a guy who puts money into something with hopes he will make make a high return with an “investment”. So, if you’re looking for investment leads, you’ve come to the right place.

Private Placements

I would say 95 to 99% of our customers ARE doing Private Placements. Whether there the Reg 504, 505 or the 506c and if you’re looking for private placement lists or private placement leads, we have them. That’s what we do!  Our leads come from broker dealers. They have been mailed a private placement memorandum. They have been read the survey of an accredited investor and they’ve also been asked, “Is $25,000 to $50,000 a comfortable entry level for a first time investor?” So that’s the perfect investor lead for you.

If you’re looking to find accredited investors, that’s what we do. We find these accredited investors by buying or swapping leads who have been surveyed by legitimate U.S. brokerage firms or other reliable companies who have gone out of business. But keep in mind, accredited investor lists or accredited investor leads, it all depends on what you type into Google. It’s all the same exact thing, but be careful! The accredited investor is important for the private placement. A private placement requires the investor to be accredited. Sometimes, typing in “investor” is not enough. You’re going to have to do a search for “accredited investor”. That makes sure the guy has been read the definition of an accredited investor, which (by the way) some of them make $200,000 a year for the last 2 years or $300,000 combined or $1 Million Net Worth (not including his home) and experience in managing his personal financial portfolio.

If you have any kind of questions, feel free to call me. 800-590-5323

– John Fischer, 

Get The Momentum You Need in Sales

Qualified investor leads do not come cheaply; nor should they. However, they will put you in touch with people who are serious and committed investors. And this is something that cannot be said about non-qualified investor leads. The fact of the matter is that the world of high finance is not an easy one to navigate. Your job, as a finance professional, is to make the kinds of investments that will get your clients the results they want. Before you’re even able to do that, however, you have to make contact with the right kind of clients—or prospective clients. In other words, you have to obtain an investor lead list that will actually result in new business.

If you have been laboring with generic leads and not seen any improvement in your conversion rates, then you should probably try something different—a bolder, fresher, more effective approach. Using qualified investor leads will provide you with a tremendous advantage of your rivals. There is a practice among some in the investment community to recycle the same old leads that have come from groups of sharpers who are well practiced in promising the world but never delivering. No amount of good talking and apocryphal stories of success can actually produce results. The only way to get the latter is for you to be put in touch with investors for whom you can obtain detailed information. You must know your client if you are to have any chance of selling to them. Qualified investor leads give you the data you need about their operations, preferences, and interests.

You may have recently decided that it is time for you to leave the lower rungs of investment management and brokerage. You may have decided that it is time for you to show something for all of the years you’ve spent in training in and practicing your professions. If you have decided to step onto a new level of selecting and targeting prospective investors, then changing the kinds of leads you use is the place to start.

In order to inspire confidence in prospective clients you must demonstrate your own confidence—in yourself and in your product. These things tend to come together when know that the person on the other end of the phone call or computer screen is a fresh, new contact that is genuinely interested in investing their money and working with someone to do it. Working in this kind of environment can be refreshing. It can relieve you of a great deal of stress and strain. You can speak and communicate more naturally and effectively because you will be in a genuine dialogue with someone rather than in the position of pressuring them.

There are many things you can do to make your job as a professional more pleasant and rewarding. Few of them are more essential than gaining the means to better understand your prospective clients. Making contact with qualified investor leads will provide you with a clear path to the latter.

What is a Reg D Accredited Investor?

If you are looking to raise money or sell investments, it is important to know what a Reg D Accredited Investor is and how to find them. This is a select group of individuals with a high-income earning and a high net worth. You can’t tell who is accredited simply by looking at them. Rather, there are set guidelines that have been created by the SEC as to who can be considered accredited.

Guidelines for Being a Reg D Accredited Investor

The SEC has created these guidelines, and each investor must pass them continuously in order to be accredited. Just because someone was accredited in the past, does not mean they are today.

1) They have made $200,000 or more as an individual over the past two years and are likely to do so again in the current year, or they make $300,000 a year combined with their spouse and are likely to do so again OR

2) They have a net worth of $1 million or more, excluding their primary residence.

The income calculation is fairly simplistic except for individuals that own a business. Many business owners make this amount of money but by deducting things like depreciation and amortization, their tax returns do not indicate this level of income. The net worth qualification is fairly straightforward with one exception. If someone owes more money than their house is worth, the negative equity needs to be deducted from their total net worth. This does not apply to positive equity.

Becoming Certified as a Reg D Accredited Investor

Most investors self-certify, meaning that they sign a document stating how much they make or what their net worth is and sign it. This works perfectly well when companies are raising money using Reg D Rule 504, 505, or 505b. If, however, the company is raising funds using Reg D Rule 506c, a third party must provide the certification after reviewing financial documents. This can be a member of the company, an attorney, licensed broker-dealer, or CPA.

Why Working with a Reg D Accredited Investor is Smart

These investors are more likely to have disposable income to invest. Their income is high and has been so for a period of time, or they have significant assets already, sometimes both. This makes them the ideal prospect for investing in private placements, starting a brokerage account, buying property, etc.

Finding Investors

If you are looking to work with accredited investors, you will need help finding them. Unlike traditional sales leads, these leads must be qualified and full of people that meet the SEC standards. They are difficult to locate and can take years of networking in order to build a solid lead base. Fortunately, you can purchase a lead list of accredited investors from both and This enables you to spend the majority of your time pitching deals and walking people through closing, rather than wasting time looking for names and phone numbers.

Accredited Investor Lists Help Raise Money

An Accredited Investor List Can Help You to Raise Money

If you are raising capital, an accredited investor list can help you to reach more investors that are qualified and able to put money into your deal. When raising money using a Reg D offering, it is important to work with accredited investors to stay in compliance with the SEC. The challenge is that there is no way to tell if someone meets the qualification standards when you meet them. A list will help to save you time by sending you directly to the people that meet the SEC standards.

The SEC has set criteria for what makes a person an accredited investor. This includes:

Income. The investor needs to make $200,000 a year by themselves for the past two years or $300,000 per year with their spouse. They must also believe that their income will continue at that level or greater.

Assets. An investor may qualify if their net worth is over $1 million, excluding their primary residence. In order to calculate net worth, review their assets and liabilities. Once their debts, minus their first mortgage, have been deducted from their total assets you get their net worth.

Even when people have good jobs and a big house, they may fall short of the SEC’s standards for what makes an accredited investor. This is why purchasing an accredited investor list can save you a lot of time. You won’t have to wonder or guess if someone meets the criteria. All you need to do is pick up the phone and start calling.

The accredited investor list can be broken down by several areas including demographics, geographic location, and even industry niche. For example, you can purchase oil and gas leads to raise money for a private placement in that industry. The more you narrow down your lead list; the better your chances of success are. This means you will spend less time on research and trying to make connections and more time actually pitching your deal.

You can purchase an accredited investor list from either or When speaking with a representative let them know if you are looking for leads in a certain geographic area or any other qualifiers you need.

Before you call, make sure that your private placement is ready to go. It should be prepared in compliance with Regulation D and include an executive summary, financial information, a business plan, market analysis, competitive analysis, information on leaders and a term sheet. Be sure also to include disclosures and risk factors. It is impossible for every deal to go exactly as planned and market conditions can change with the wind so leaving out risk factors is unwise. When making calls, your pitch should be a summarized version of what is in your private placement. Give enough information for them to want to learn more, but not too much to bore them or give an information overload. Keep track of everyone you speak with and who gets copies of your private placement. Follow up with your accredited investor list and start to raise capital.

Oil and Gas Sales Leads & A Booming Industry

The oil and gas industry has continued to grow in spite of the recession.

This is an excellent industry to be in, and investors are making money on a product whose demand is not waning. As an entrepreneur or company, participating in this industry can yield amazing results. If you want to get in on the action, find the right opportunity and create a private placement memorandum to raise capital. Once you do, oil and gas sales leads can point you towards investors that are interested in this specific industry type.

A private placement is an excellent way to raise capital. When you use Regulation D or Regulation A, you can be exempt from officially registering with the SEC, which decreases the amount of paperwork you have to file. It can also limit the amount of time it takes to draft the offering and start presenting your deal. If you want to avoid additional compliance issues caused by Blue Sky Laws, use Rule 506 of Regulation D to issue your offering.

If you elect to use Regulation D, you need to work with accredited investors.

These are investors that make enough money or have enough assets that the SEC deems them to be more knowledgeable and able to handle the risk associated with investing. Accredited investors are defined as people that have made over $200,000 a year for the past two years as an individual, or $300,000 a year for the past two years with their spouse. The investor can also use their net worth to qualify, as long as it is over $1 million without including their primary residence.

Working with Accredited Investors

When working with accredited investors, the challenge becomes locating them. It is impossible to know how much money someone makes without asking, and this is not normally accepted dinner conversation. Instead, it is much easier to purchase oil and gas sales leads that are comprised of accredited investors that have expressed interest in this type of offering or the industry as a whole. This is a very narrowly focused list and gives you the best opportunity for securing investors. Since you already know that they are accredited and that they like oil and gas, you only need to sell them on why your opportunity is a wise investment.

Before you call from your oil and gas sales leads list, make sure that you have your facts in order and a compelling reason for why they should invest with you. Keep in mind that these investors are probably well versed in the industry, have read up on current trends, and will ask you more difficult questions. This is a good thing because it means they have enough knowledge to know that they like the business. It can also catch you flat-footed if you don’t have your facts in order. Do your homework and write down key pieces of information before you pick up the phone.

To order your oil and gas sales leads, visit today.