Finance & Banking

Target banks, credit unions, investment advisers, and broker-dealers

6 data sources availableAI-powered research
Who Is This For

Built for fintech sales, compliance software, financial advisors

Search insured banks, credit unions, registered investment advisers, broker-dealers, and consumer complaint data. Ideal for fintech, compliance, and financial services sales.

Finance & Banking

6 data sources

Use Cases

What you can do

  • Find community banks by asset size and location
  • Identify credit unions with specific membership types
  • Target registered investment advisers by AUM
  • Reach licensed broker-dealers
  • Analyze consumer complaint patterns by company
Available Sources

6 data sources for finance & banking

Each source is queried in real-time through official APIs. No stale data, no scraping, no compliance risk.

Banking Institution Database

Verified
Financial

Insured banking institutions with financial data including assets, income, and branch locations.

Data Fields

Bank NameCert NumberCityStateZipWebsite+4 more
3 filters availableView details

Credit Union Database

Verified
Financial

Federally insured credit unions with assets, membership, charter type, and branch data.

Data Fields

Credit Union NameCharter NumberCityStateZipTotal Assets+3 more
3 filters availableView details

Corporate Filing Database

Verified
Financial

Public company filings and registrations with financial data, officer information, and entity details.

Data Fields

Company NameCikTickerSic CodeSic DescriptionState+2 more
3 filters availableView details

Investment Adviser Registry

Verified
Financial

Registered investment adviser firms with AUM, location, and registration details.

Data Fields

Firm NameCrd NumberSec NumberCityStateWebsite+3 more
2 filters availableView details

Broker-Dealer Registry

Verified
Financial

Registered broker-dealers and representatives with firm details and compliance records.

Data Fields

Firm NameCrd NumberCityStateBc ScopeRegistration Count
2 filters availableView details

Consumer Complaint Records

Verified
Financial

Consumer complaints against financial companies with product, issue, and resolution data.

Data Fields

Company NameProductIssueStateComplaint CountResponse Type
3 filters availableView details
FAQ

Finance & Banking FAQ

Can I filter banks by asset size?
Yes. Banking regulatory data includes total assets, number of offices, and charter type. You can target community banks under $1B in assets or large regionals above $10B.
Does R:AIDE include investment adviser data?
Yes. Through investment adviser registries, you can find registered investment advisers by AUM (assets under management), number of employees, state registrations, and advisory services offered.
Can I find credit unions by membership type?
Yes. Credit union regulatory data includes membership field, asset size, and charter number. Filter by community, occupational, or associational credit unions.
Is broker-dealer data available?
Yes. Broker-dealer registries include firm details, their associated persons, and disciplinary history. Great for compliance and fintech outreach.

Start finding finance & banking prospects today.

R:AIDE connects to 6 data sources in finance & banking, finds prospects that match your ICP, and writes personalized outreach -- all on autopilot. Set up in under 5 minutes.

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