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Active Self-Directed Investors from Empirics

SEGMENTS

5,000,000 TOTAL UNIVERSE / BASE RATE $95.00/M
1,403,720 Purchase Investment Products and Services via Direct Mail + $10.00/M
950,312 Purchase Investment Products and Services via Multi-Channel + $10.00/M

DEMOGRAPHICS/PROFILE

Women 51%
Men 48%
Average Income $

DESCRIPTION

Since 2003, the Empirics predictive analytic solutions for financial services marketing focused on performance and value for marketing clients in the wealth management, asset management, insurance, and banking sectors.  Active Self-Directed Investors from Empirics are individuals with supreme confidence in their personal investing skills. They manage their own investments and seek our new opportunities for increasing their returns both online and via direct mail.

 

These avid investors will be highly responsive to investment research information and publications that will support their investment activities. Reach those most responsive to multi-channel/online or to direct mail, and further refine your target with Investable Asset Ranges.

For example:

 

• Self-Directed Investor via Direct Mail with Investable Assets $100K + = 511,481
• Self-Directed Investor via Direct Mail with Investable Assets $500K+= 507,865
• Self-Directed Investor via Direct Mail with Investable Assets $2MM+ = 252,744


Or, focus on the financial goals these self-directed investors have for the current year:

 

• Seeking Capital Gains = 775,885
• Seeking Guaranteed Income = 7,803,221
• Seeking High Current Income = 3,782,422
• Seeking Tax Sheltering = 6,648,426


Join recent users including top online brokerage firms, retirement and health insurance companies, major US banking firms and top financial planning firms to reach an optimal active investor audience today!

SOURCE

  • Compiled lists
  • Multi Sourced

NET NAME PRICING

Policy: Net Name 85%
Minimum: 50,000
Run Charge: $ 10 /M
Terms: 20% Commission to Recognized Brokers

PROFILE

Investable Assets   (10.00/M)
Self-Directed Investor via Direct Mail with Investable Assets $100K + 511,481
Self-Directed Investor via Direct Mail with Investable Assets $500K+ 507,865
Self-Directed Investor via Direct Mail with Investable Assets $2MM+ 252,744

Current Financial Goals   (10.00/M)
Seeking Capital Gains 775,885
Seeking Guaranteed Income 7,803,221
Seeking High Current Income 3,782,422
Seeking Tax Sheltering 6,648,426

LIST TYPE

Consumer
 

COUNTS THROUGH

03/31/2025

CARD UPDATED

04/07/2025

UPDATE CYCLE

MONTHLY

NEXT UPDATE

07/31/2025

INCOME

$

SELECTIONS

Age 10.00/M
Contriburots/Donors 10.00/M
Current Financial Goals 10.00/M
Direct Mail/Multi Channel Sold 10.00/M
Gender 7.00/M
Income 10.00/M
Investable Assets 10.00/M
Lifestyle 10.00/M
Net Worth 10.00/M
Phones 45.00/M
State / SCF / Zip 7.00/M

MATERIAL & PROCESSING

Delivery Fee 75.00/F
Tramsmission - HTML 50.00/M

MINIMUM ORDER REQUIREMENTS

NAMES: 5,000
DOLLARS: $

NET NAME POLICY

85% + $ 10/M RUNNING CHARGE ON 50,000 MINIMUM

ID NUMBERS

DMI NUMBER
NEXTMARK NUMBER 568103
MIN NUMBER 568103

CURRENCY

US Dollar

CONTACT

Sales * Mike Mayhew mike.mayhew@data-axle.com (402) 836-5636

*=primary contact

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