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High-quality contact information and company data is indispensable for building a network of potential customers and acquisition targets. No matter if you are a business owner, executive, or analyst, having the right contacts is important. This begins with choosing the right B2B data providers.
In the fast-paced world of finance, access to accurate and timely data is paramount. Whether you're an institutional investor, a fintech startup, or a financial analyst, the right data provider can significantly impact your decision-making process. Here's a curated list of the top financial data providers in the U.S. for 2025, highlighting their unique offerings and strengths.
**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.