Extended NAICS 523940-01 Part of official NAICS 523940 Extended NAICS 523940-01 · Parent 523940
Investment Management Business List
Reach companies across the U.S. and Canada. Build a list by state or province, with mailing addresses and phone numbers, plus contact emails where available for U.S. companies.
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Available business records
United States
United States
- Companies 1,900
- Phones 1,239
- Websites 1,125
- Contact emails 45,228
Canada
- Companies 100
- Phones 94
- Websites 79
Canadian counts for this segment are available on request.
What does 523940-01 Investment Management cover?
Investment Management is a specialized industry that involves the professional management of various securities and assets to meet specific investment goals for clients. Investment managers work with individuals, corporations, and institutions to create and manage investment portfolios that align with their financial objectives. The industry is highly regulated and requires a deep understanding of financial markets, risk management, and investment strategies.
Official parent industry: NAICS 523940 - Portfolio Management and Investment Advice
Industry Examples & Products
Examples of products and services associated with companies in this industry.
- Mutual funds
- Hedge funds
- Pension funds
- Endowment funds
- Sovereign wealth funds
- Exchange-traded funds (ETFs)
- Private equity funds
- Venture capital funds
- Real estate investment trusts (REITs)
- Insurance companies
Common Equipment
Machinery these companies typically run. Equipment, parts and repair suppliers use this list to reach them.
- Portfolio management software
- Risk management software
- Financial modeling tools
- Investment analysis software
- Trading platforms
- Performance measurement tools
- Asset allocation software
- Investment research databases
- Compliance management software
- Client relationship management (CRM) software
Website-reviewed records can include equipment details.
What your list can include
How to request your free sample
See how well the data matches your targeting before you decide to order.
Available for this segment: 1,900 U.S. companies · 45,228 contact emails
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Sample preview · details masked
- Company: name, status, HQ/branch, year opened, public/private
- Location: address, county, metro, latitude & longitude
- Contacts: name, title, email (with verification status), phone
- Firmographics: employees, sales volume, square footage, fleet size
- Digital: website, LinkedIn and social profiles
- Classification: SIC & NAICS (primary and secondary)
Some fields are available for selected records. See every field in the Data Dictionary
✓ Website-reviewed data included with purchased U.S. lists at no extra charge · How we review →
- Tell us who you want to reachChoose your industries, locations, company sizes and other targeting preferences.
- Receive your scored sample and pricingWe review your requirements and send a free sample scored for relevance, along with personalized pricing.
- Review and decideReview your sample and quote. If you decide to order, we re-scan your list before delivery to check for recently closed businesses, classification accuracy, duplicate records and relevance to your targeting.
Usually a reply within 1 hour during business hours.
Industry History
The Investment Management industry has a long history dating back to the 18th century when the first mutual fund was created in the Netherlands. In the 20th century, the industry experienced significant growth, particularly in the United States, where the first index fund was created in the 1970s. The industry continued to evolve with the introduction of new financial products such as exchange-traded funds (ETFs) and the growth of alternative investments such as hedge funds and private equity. In recent years, the industry has faced challenges such as increased regulation and the rise of robo-advisors, which use algorithms to provide investment advice. Despite these challenges, the industry has continued to grow and adapt to changing market conditions.
In the United States, the Investment Management industry has a more recent history, with the first mutual fund established in 1924. The industry experienced significant growth in the 1980s and 1990s, driven by the rise of defined contribution retirement plans such as 401(k)s. The industry also faced challenges during this period, including the stock market crash of 1987 and the dot-com bubble of the late 1990s. In the 21st century, the industry has continued to evolve with the growth of passive investing and the increasing popularity of ETFs. The industry has also faced increased scrutiny from regulators in the wake of the financial crisis of 2008. Despite these challenges, the Investment Management industry in the United States remains a vital part of the financial sector, providing individuals and institutions with a range of investment options.
Why buyers choose SICCODE.com
Cited in research and government
Referenced by CDC/NIOSH, Columbia University, and other academic and government sources since 1998. See citations
15 million businesses
U.S. and Canadian companies across SIC and NAICS industries.
Campaign-specific lead scoring
Companies are rated for fit with your targeting so your team can focus on the best prospects.
Questions about buying this list
What's included in a free sample?
Your free sample includes example companies matching your target industry, with available business details such as company names, locations, phone numbers, and websites. You can review the data before deciding to purchase. Email addresses are not included in free samples.
How much does a list cost?
Pricing depends on how many companies you need, which data fields you choose and how targeted your list is. Request a free sample to get a personalized quote, or view our standard business list pricing.
Can I customize my list by location, company size, or other criteria?
Yes. Filter by state, province, city, county, ZIP code, geographic radius, employee count, sales volume, years in business, contact titles, and more. We offer extensive targeting options using our business data dictionary. Tell us what you're looking for, and we'll help build a list that matches your requirements.
How current is the data?
Our business database is regularly maintained and updated. Each purchased list is checked again before delivery, including website and business-activity reviews where available, to help identify outdated or mismatched records. Read our data verification methodology
What file formats do you deliver?
Business lists are available in CSV, Excel-compatible, and text formats. Other delivery options may be available depending on your requirements. We'll confirm the format before preparing your list.
Can I use the list for email marketing?
Yes. Business email contacts are available by request for eligible U.S. lists, where available. Canadian business lists do not include contact email addresses. You're responsible for ensuring your outreach complies with applicable email marketing laws.
How does SICCODE.com ensure high-quality business lists?
Every business list is prepared specifically for your order and reviewed by our team before delivery.
We evaluate companies against your specific targeting criteria, review available company websites and business information, and score leads for relevance to your target market or campaign.
Each purchased list is re-scanned on the day of delivery to help identify outdated, closed, or misclassified businesses.
Our Website-Reviewed & Enriched service is included with purchased U.S. business lists at no additional charge, helping you receive more relevant, actionable company data. It does not promise that every field is perfect or individually verified.
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NAICS classification hierarchy
Five official Census levels, from sector to national industry, plus a commercial extended level.
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Extended 8-digit NAICS 523940-01 Investment Management
523940-01 is an 8-digit commercial segment used for business lists, not an official Census NAICS code. For government forms and filings, use NAICS 523940. Classification methodology →
About this classification
This page represents a commercial Extended NAICS industry classification used for business targeting, industry research, data analysis, and company classification. It is not an official U.S. Census Bureau NAICS code. Its parent industry is an official NAICS classification defined by the U.S. Census Bureau. Classifications are reviewed regularly by SICCODE.com's Classification Review Team.
SICCODE.com classifies companies under both Extended NAICS and Extended SIC. A company may appear in both classification systems, so company counts should not be added together without deduplication.