2 Online Research Projects

This project was awarded to Venkyb for $100 USD.

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Project Budget
$100 - $300 USD
Total Bids
Project Description

1. Personal Wealth Advisors


Find 200 US companies that provide advice to wealthy and high net worth individuals and families.

Sometimes referred to as "Personal CFO" or "Personal Wealth advisor" or "Family Ofice" or "Wealth Management". In some cases they may be divisions of larger financial companies, but often they will be independent companies.

Note these may be called "Financial Planners" BUT most financial planners serve all levels of people not just the wealthy, and I'm just looking for those who serve the wealthy.

For each company find the name of the company, url, contact details (individual email + contact us page), individuals first and last name, phone number.

I'll pay a bonus if you provide 2 lots of contacts details for each company - one business person one advisor

2. Geocodes


Find latitude and longtitude geocodes for a list of 520 properties - I will supply the list.

The property address will include city + state or county + country and in some cases will include the street address and zip/postal code.

There are several free online tools for producing geocodes, I can point you to some.

So all that is needed is to put the address into these free tools and record the results for latitude and longtitude in excel.

In each case the results from each of these research projects should be delivered in excel.

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