Financial Services Sales Leads & Lead Generation

Unlimited Access to Targeted Financial Leads

Businesses may have short-term financial goals, long-term financial goals, or both. When you work in the financial industry, it’s your job to help these individuals achieve their objectives. Quickly find and connect with financial leads using Salesgenie®s financial services lead generation lists. Get your message out to the right people and businesses with highly targeted search criteria and find financial leads including:

  • Business cash advance leads
  • Merchant services leads
  • UCC leads

At Salesgenie, our financial leads lists offer you an easy and affordable way to connect with potential customers and build your business.

Call a trusted marketing partner today to learn more. 877.708.3844.
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Financial leads

This is Why Salesgenie is Different

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Industry-Leading Data

We do data right, right from the start. Gathering both consumer and business information from public sources, other data providers, user submitted data, and our own powerful research, the financial leads information you receive is kept up-to-date and accurate.

Choose Your Plan

There is no “one size fits all” when it comes to financial leads needs for businesses. That’s why we offer unique leads packages that allow you to target businesses, consumers, or both. Every package also includes marketing and analytics solutions to help you grow your business.

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Try Us Free

Why commit to something that may not be the right fit for your business? Sign up for your totally free 3-day trial of Salesgenie. There’s no obligation, and no credit card required.

Satisfaction guarantee
Your Satisfaction is Guaranteed

No list is perfect and at Salesgenie we recognize this, but we also want to make it right. So, if you receive bad data from us, contact us and receive a refund for the portion of your financial leads list that was undeliverable, out-of-date or disconnected.



Salesgenie is a subscription-based service starting at $99/per month. Packages are tailored to fit the needs of each business.

In addition to financial leads lists, we offer a variety of turnkey marketing solutions including direct mail campaigns, email marketing campaigns, search engine marketing, pay per click advertising, online display ads, and telemarketing campaigns.

Our email hygiene service automatically identifies invalid email addresses, so you don’t have to worry about wasting time and money with bad email addresses.

Yes, in fact we encourage you to do so. With your Salesgenie subscription, you may download a follow-up list that contains contact information for each individual who opened and clicked through your email. Since these individuals have shown some interest by opening or clicking your message, we’ve found that sending an additional marketing message via email or direct mail, can lead to a much higher conversion rate.

If you’re only interested in new businesses started within the last year – approximately 4 million of them in the U.S. – then start with the New Business database. Otherwise, use the U.S. Business database. If you need access to U.S. Consumers, Automobile data or Canadian Businesses and Consumer databases, contact your customer service representative to have these databases added to your subscription.

First, from the Home Dashboard screen, find the record or list of records you want to export or download.

Next, from the List view page, choose to export the entire list, or select individual records to download by clicking on the checkbox on the left side next to each record.

You may also choose to export a random sample from the “Export” menu. Select “Export” in the header to download those records.

Power Your Business with Our Financial Leads List

Book your discovery call with a member of the Salesgenie team today and learn how we can help you start to reach more financial leads.

Meet Your Business Goals

When you want to hit specific sales and marketing goals, but you need a list of financial leads to do it, speak with a trusted partner at Salesgenie.

Create leads

More Than 15,000 Active Users Rely on Salesgenie

Call a trusted marketing partner today to learn more. 877.708.3844
How can we help? Just give one of our marketing experts a call at 877.708.3844