Financial advisors and lenders · California

Financial advisors and lenders in Fremont, CA

136 financial advisors in Fremont with phone numbers, 63 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Fremont list freeSee a sample
136
businesses
100%
have a phone number
46%
have an email address (63)
—
average Google rating
Sample

A sample of financial advisors and lenders in Fremont

Twelve of the 136 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Wells Fargo LockboxLoans Agency—Yes(510) •••-••••Available
Stacey HuangFinancial Service—Yes(408) •••-••••Available
Fremont Hii LoansLoans Agency—Yes(510) •••-••••Available
Horizon Financial AssociatesLoans Agency—Yes(510) •••-••••Available
KEYPOINT CREDIT SERVICES LLCFinancial Service; Legal Service—Yes(800) •••-••••Available
Fremont Gatl Title LoansFinancial Service; Legal Service—Yes(510) •••-••••Available
Kai Lee at Guaranteed Rate Affinity - NMLS #291318Financial Service; Legal Service—Yes(510) •••-••••Available
Moore & Burkhardt Wealth ManagementFinancial Service; Legal Service—Yes(510) •••-••••Available
Padgett Business Services FremontFinancial Service; Legal Service—Yes(510) •••-••••Available
A3logicsComputer Repair Service; Loans Agency; Organization—Yes(510) •••-••••Available
Mission Mortgage & Real EstateFinancial Planner—Yes(510) •••-••••Available
Rockridge Lending GroupLoans Agency—Yes(510) •••-••••Available

Showing 12 of 136. Data refreshed October 2026.

The market

What Fremont's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 136 have no rating yet — prime prospects for review and reputation services.
32 (24%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service57
  • Loans Agency32
  • Financial Planner21
  • Bank; ATM; Financial Service4
  • Insurance Agency; Financial Service; Legal Service4
  • Real Estate Agency; Financial Service; Legal Service3

Area codes

  • (510)115
  • (408)5
  • (925)3
  • (415)2
  • (888)2
  • (844)1
Playbook

How to sell to financial advisors in Fremont

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Fremont financial advisors leads

How many financial advisors and lenders in Fremont, CA are in the database?
136 financial advisors and lenders in Fremont, CA, as of October 2026. 136 of them have a phone number and 63 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Fremont list of 136 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Fremont

Construction companiesRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesDaycares, tutors and schoolsIT service companiesConsultantsEverything in Fremont →

Start calling Fremont financial advisors today

25 free credits, no card. Search "financial advisors in Fremont" and unlock your first 25 contacts.

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