Our main focus
Outbound and appointment-setting agencies
You run campaigns into RIAs, broker-dealer reps or insurance distributors for your clients. We deliver in your template, with no B2B Badger branding, under a signed NDA.
RIA firms · Broker-dealer reps · Insurance distributors
Human-verified advisor data for outbound agencies.
We find and check hard-to-reach contacts at the firms your clients sell to. Every row ships with its source link, the date we checked it and a confidence grade, so your team can audit anything we send.
100 records in 48 hours. 95% correct or replaced free.
agency_tx-rias_2026-10-12_v1.csvRow 14 of 500
- Firm
- Riverbend Wealth PartnersAustin, TX · AUM $250M–$500M
- Contact
- Jordan LeeDatabase
Outdated title: Compliance AssociateChief Compliance Officer listed on ADV Schedule A - jlee@riverbend.example.comvalidchecked 12 Oct
- Phone
- 512-555-0142office linelandline
- Sources
- riverbend.example.com/teamSEC Form ADV, Schedule A
Confidence ATwo sources agree
Researcher R.K.QA S.A.12 Oct 2026
Atiqur's record on Upwork
- 100% Job Successon Upwork
- Top Ratedon Upwork
- $30K+Total earnings
- 59Total jobs
- 2,114Total hours
View Upwork profile (opens in a new tab)
5 long-term US clients in advisor research
Contact data goes stale quickly, and advisors change firms often.
- ~11,200
- experienced US advisors (3+ years in the business) switched firms in 2025, up more than 16%.
- Diamond Consultants, via The Daily Upside, 2026
- 22.5%
- of B2B contact data goes out of date every year, about 2.1% a month (a widely cited industry estimate).
- HubSpot, citing MarketingSherpa
- 0.3%
- spam-complaint rate that Gmail and Yahoo tell senders never to reach. Gmail's target is under 0.1%.
- Gmail sender guidelines
Who we work with
Built for teams that sell into wealth management
Clay and GTM-engineering agencies
You already have the tools. We add the QA team: send an enriched list and get back a pass or fail for every row, corrections and an accuracy score.
Asset managers and insurance distributors
Specialist advisor databases run from about $1,000 to $20,000 a year per seat. Buy only the records your wholesalers need, checked when you need them, with no seat license.
Packages and prices
Fixed prices, written specs and a guarantee on every job
Prices are per record, so you know the cost before work starts. Every package comes with an agreed column spec, a deadline and the same replacement guarantee.
Paid pilot
Start here$99100 records · $0.99 each
- Your full column spec plus one custom field
- Source URL and check date on every row
- A second person checks every pilot row
- $149 with direct dials checked
Delivered in 48 hours
Start a pilotList sprint
500 or 1,000 records with two custom fields, sized for a campaign launch.
$450 for 500 · $800 for 1,000
Monthly data desk
2,000 new or refreshed records a month, delivered weekly, with CRM dedupe and a monthly accuracy report.
$1,200–1,600 a month
Verification audit
Send us the list you already have. You get a status for every row, corrections and an accuracy score.
$0.30 a record
Account mapping
Decision-makers and their roles at 20–50 named target firms, for account-based campaigns.
$25–40 an account
Add-ons
- Rush deliveryUp to 300 records in 48 hours, +25%.
- White-labelYour template, no B2B Badger branding, signed NDA.
- Agency partner rate10% off the monthly data desk with a 3-month minimum.
Fields we can add beyond name, title, email and phone
- Custodian
- AUM band
- SEC number
- Team structure
- Assistant and ops contacts
- Recent advisor moves
- Office count
- New offices and key hires
- Insurance license lines
- Phone line type
How we verify
Six steps. Nothing ships until it passes QA.
The researcher who builds a batch never checks it. A second person does, field by field, against the sources.
Where AI helps, and where people decide
AI
- Reads team pages and filings
- Pulls candidate fields, copied exactly
- Normalizes formats
- Flags conflicts between sources
People
- Settle conflicts
- Confirm identity and current role
- Fix errors
- Sign off every batch
We never deliver a guessed email or phone number as verified.
Brief
Tell us the market, titles, required fields, exclusions and deadline. Your CRM export becomes our suppression list. We agree the acceptance test in writing: a random 50 records, 95% correct.
You getA one-page brief
Calibration
We research 5 rows first. You confirm we read the brief the way you meant it before we do the rest.
You get5 rows to approve
Research
AI pulls names, titles and contact details from firm pages and filings, copied exactly as published. A researcher confirms each person works there now, using a page or filing from the last 12 months, and settles any conflict between sources.
You getRows with source links
Contact checks
Every email goes through a verifier. Catch-all addresses are flagged and never passed off as valid. Every phone number gets a line-type lookup, so your callers know which numbers are mobiles.
You getEmail status and line type
QA gate
A second person re-checks a random 10% of the batch against the sources, never fewer than 30 rows. The batch ships at 95% or better. Below that, it goes back for rework.
You getA QA log
Delivery and follow-up
CSV or XLSX in your template, with a data dictionary and a QA summary. We check bounces at 14 days and replace failed records within 3 working days.
You getThe file and a results note
On the monthly data desk, records older than 60–90 days are re-checked every month, and you get a report of who moved, who retired and whose number changed.
Sample file
What lands in your inbox
Each delivery has three tabs: the records, a data dictionary and a QA summary. The rows below are fictional, with example domains and reserved 555-01xx phone numbers.
| firm_name | firm_state | firm_aum_band | first_name | last_name | title | email_status | phone_office | line_type | source_url_1 | verified_on | confidence | researcher | qa_reviewer | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Riverbend Wealth Partners (sample) | TX | $250M–$500M | Jordan | Lee | Chief Compliance Officer | jlee@riverbend.example.com | valid | 512-555-0142 | landline | riverbend.example.com/team | 2026-10-12 | A | R.K. | S.A. |
| Harborview Advisors (sample) | FL | $100M–$250M | Maya | Patel | Director of Operations | mpatel@harborview.example.com | catch-all | 305-555-0117 | VoIP | harborview.example.com/about | 2026-10-12 | B | R.K. | S.A. |
| Summit Ridge Planning (sample) | CO | $500M–$1B | Chris | Morgan | Managing Partner | cmorgan@summitridge.example.com | valid | 303-555-0188 | landline | summitridge.example.com/people | 2026-10-12 | A | M.H. | S.A. |
| Lakeshore Capital Advisors (sample) | IL | $1B–$2.5B | Dana | Brooks | Head of Advisor Operations | dbrooks@lakeshore.example.com | valid | 312-555-0163 | landline | lakeshore.example.com/leadership | 2026-10-12 | A | M.H. | S.A. |
| Pinegate Financial Group (sample) | NC | $100M–$250M | Sam | Ortiz | Client Service Associate | sortiz@pinegate.example.com | risky | 704-555-0129 | VoIP | pinegate.example.com/team | 2026-10-11 | C | T.I. | S.A. |
| Copperline Wealth (sample) | AZ | $250M–$500M | Alex | Kim | Chief Operating Officer | akim@copperline.example.com | valid | 602-555-0175 | landline | copperline.example.com/our-team | 2026-10-11 | A | T.I. | S.A. |
| Columns | Rule |
|---|---|
firm_name, firm_website, firm_city, firm_state | From the firm's own website. |
firm_sec_number, firm_aum_band | From SEC Form ADV data, never from BrokerCheck. |
first_name, last_name, title | Confirmed on the firm's site or another current public source. |
email, email_status | Verifier result: valid, catch-all or risky. Never built from a name pattern without a check. |
phone_office, phone_direct, line_type | Line type tagged mobile, landline or VoIP, so callers can follow TCPA rules. |
source_url_1, source_url_2, verified_on | At least one public source and the date it was checked. |
confidence | A: two sources agree. B: one strong source. C: inferred and flagged. |
researcher, qa_reviewer | Initials of the person who built the row and the second person who checked the batch. |
Example summary for a 500-record batch. The figures are illustrative.
- Delivered
- 500 records
- QA sample
- 50 rows (10%), checked by a second researcher
- Defects found
- 1 outdated title, corrected before delivery
- Result
- passedthreshold: 95% of sampled rows correct
- Confidence
- A 352 · B 121 · C 27
- Email status
- valid 409 · catch-all 66 · risky 25
- Line type
- landline 318 · VoIP 161 · mobile 21
- Exclusions
- 214 contacts already in your CRM
Confidence
Atwo sources agreeBone strong sourceCinferred, flagged
Email status
validcatch-allrisky
Line type
landlineVoIPmobile
Guarantee
95% correct, or we replace what's wrong
The same terms go into every proposal and statement of work.
- 95%
of records correct at delivery, measured on a random sample of 50 that you can check yourself.
- ≤2%
hard bounces on emails we mark valid, when you send within 14 days of delivery.
- 3days
to replace any failed record, free. Tell us within 7 days of delivery.
We guarantee the data. Meetings and sales depend on your offer and your outreach, so we don't promise them.
Source policy
Where our data comes from
Every row can be traced to a public source. This is the full list of what we use and what we refuse to use.
We use
- Firm websites: team, about and contact pages
- SEC Form ADV data and IAPD
- State registries
- Press releases and firm news pages
- Association directories and conference speaker lists
- An email verifier and a phone line-type lookup
- Database free tiers, for cross-checks only and never as the deliverable
We never use
- BrokerCheck data for marketing lists. FINRA's terms don't allow it.
- LinkedIn scraping tools. We check LinkedIn by hand only.
- Purchased lists of unknown origin
- Personal social media accounts or consumer data
- Guessed emails or phone numbers
How we handle data
- Source URL and check date on every row
- Your suppression list applied before delivery
- Raw working data deleted 90 days after delivery, unless a retainer needs it
- Any data incident reported to you within 24 hours
- Data processing agreement (DPA) available on request
US contacts only, for now. UK and EU work starts once transfer agreements (the UK IDTA or EU standard contractual clauses) are signed.
You send the outreach, so CAN-SPAM, TCPA and similar rules apply to your campaigns. Line-type tags and source links on every row make those rules easier to follow.
The studio
A small research desk in Rangpur, Bangladesh
B2B Badger is run by Atiqur Rahman, a Top Rated researcher on Upwork with a 100% Job Success Score. The team researches US financial advisors, firms and professionals for long-term US clients.
Researchers follow written procedures for every job type, and every batch is checked by someone who didn't build it. Atiqur signs off every pilot personally.
Badgers keep digging until they hit something solid. We work the same way.
Our workday is your night
- Your afternoonSend the brief or approve the calibration rows.
- Your nightWe research, verify and run QA in Rangpur.
- Your morningThe file and a short results note are in your inbox.
- Replies within 12 hours by email or Upwork message.
- Everything in writing. Briefs, results notes and short captioned screen recordings. Calls are welcome but never required.
FAQ
Questions agencies ask before a pilot
Something else on your mind? Ask it in your request and we'll answer in writing.
We already use Apollo, ZoomInfo or Clay. Why add you?
Keep using them. We work after them: send us 100 records from your tool and we'll return an accuracy score and corrections. We focus on what those tools carry least well: niche fields, current titles and recent advisor moves.
A VA costs $5 an hour. Why pay per record?
A VA sells hours. We sell finished records that are 95% correct or replaced free, with sources you can audit. Bounced emails also damage your sender reputation, which takes longer to rebuild than a list.
How do I know the data is accurate?
Run the $99 pilot and check any 50 rows yourself. Every row has its source link and the date we checked it.
Can I see records before paying?
Yes. Request 10 free test records in your niche. We need your work email and agency website, and it's one test per company. The 100-record pilot is paid.
Do you white-label?
Yes. We deliver in your template with no B2B Badger branding, under a signed NDA.
How do you use AI?
AI reads web pages and filings and pulls out candidate fields. People confirm every fact, settle conflicts and sign off each batch. We never deliver a guessed email or phone number as verified.
Is this GDPR-compliant?
We use business contact details from public sources only, record the source of every row and apply your suppression lists. A DPA is available. We currently take US data only; UK and EU work starts once transfer agreements are in place. As the sender, you stay responsible for your outreach.
Can you deliver faster?
Yes. Rush delivery covers up to 300 records in 48 hours for 25% extra.
Can you do it cheaper?
Yes, by narrowing the scope, for example with fewer custom fields. We don't remove the QA check.
How does payment work?
On Upwork, milestones are funded before work starts. Direct clients pay 50% upfront on a first sprint, and data-desk retainers are billed monthly in advance. If you found us on Upwork, we'll keep the contract there.
Start here
Tell us who you sell to
We reply within 12 hours with a written plan and a quote. No call needed.
- We confirm the brief and the acceptance test in writing.
- You approve 5 calibration rows.
- Your pilot arrives within 48 hours.
Already working with us on Upwork? Keep the conversation there.