Start by targeting people who are most similar to your best existing customers or those who match your ideal investor profile. With Leadsforge, you can easily build a lead list based on traits like high-net-worth status, accredited investor credentials, or prior engagement with alternative investment products. Here is why: Focusing on customers who already find value in your approach increases your chances of positive replies and quicker conversions.

You can identify potential leads by focusing on individuals who follow competitor company pages or leading day trading/investment pages on LinkedIn. Simply provide the company name and website in Leadsforge, and it will gather the relevant followers for you. Here is why: Followers of similar firms signal active interest in day trading and are likely to be receptive to your outreach. Share their LinkedIn company page link in Leadsforge and it will find it for you.

Segment your audience for better results: Segment A: Accredited individual investors in the US Segment B: Family offices/multi-family offices in the US and UK Segment C: Prop trading firms and commodity/FX funds Segment D: Registered investment advisors and broker/referral partners Here is why: Segmentation allows for tailored messaging, higher engagement, and a clearer value proposition for each group.

Within the broader financial category, consider vertical slices such as: 1) Private wealth advisors 2) Family offices 3) Hedge funds or prop trading desks 4) Registered investment advisors Here is why: Narrowing focus lets you match messaging to specific needs and decision cycles, making your outreach more relevant and credible.