Clean Your Financial Services Contact Data
Upload the list and Cleanlist AI verifies the contacts you have, then fills missing work emails and phone numbers from 25+ providers. Coverage varies by industry, and you pay only for the rows that come back.
A Cleanlist AI audit of HubSpot Contacts · 1,284 records. The scan flags a duplicate record, a bounced email, empty title and phone fields and two unformatted or stale titles. Agents merge the duplicate, replace the bounced address with a verified one, fill the empty fields, normalize the titles and write the result back to HubSpot.
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How does Cleanlist AI clean your financial services contact data?
Cleanlist AI provides data cleaning purpose-built for financial services compliance requirements. It verifies advisor and client emails, standardizes firm names and CRD numbers, removes duplicates across business units and logs every change it makes. For wealth management and insurance prospecting, it checks advisor records against several sources to confirm the current firm, license status and contact details.
Why this is hard to do by hand
Financial services firms (wealth managers, banks, insurance brokers, fintechs) need accurate, auditable contact records for compliance, and the data keeps moving: advisors change broker-dealers, relationship managers switch banks, and clients update their details. FINRA and SEC examinations look more and more at data governance, so a firm that can't show a systematic data quality process carries regulatory risk on top of the cost of dirty data.
Financial advisors change firms at 12% a year, so contact data is a compliance risk
12%annual advisor turnover rate across broker-dealers
Cerulli Associates' 2025 Advisor Metrics report found that 12% of financial advisors changed broker-dealer in the past year, rising to 15% among advisors with under 10 years of experience. If you sell to advisors (asset managers, platform providers, insurance carriers), that turnover makes a list go stale quickly. An advisor who moves from Edward Jones to Raymond James has a new work email, office phone and mailing address on day one. If your database still shows the old firm, compliance may be sending regulatory notices to a dead address. It shows up in sales too: a pitch that names the advisor's old firm tells them your data is out of date. Cleanlist AI catches firm changes by checking BrokerCheck data, business contact databases and email verification in its waterfall.
Source: Cerulli Associates U.S. Advisor Metrics 2025
What a lookup costs
Each lookup walks 25+ providers in cost order, and you're charged once for what comes back: 1 credit for a verified work email, 10 for a phone number, 11 for both. Validation is 0.5 and AI qualification is 5. A lookup that finds nothing is free, and the whole team pays from one wallet.
- Verified work emails25 leads searched23 × 123
- Phone numbersVerified before anyone calls18 × 10180
- Qualification agentFit score with reasons25 × 5125
- 25+Providers queried in cost order on a single lookup
- 98%Verified work emails on our 500-lead benchmark
- 85%Phone numbers found on that same benchmark
- 0Credits for a lookup that finds nothing
How it works.
- 01
Upload your contact database
Upload your advisor, broker or client list as a CSV. Cleanlist AI recognizes the industry's fields, including CRD number, firm name, FINRA registration status, series licenses and office location.
- 02
Audit for compliance issues
Cleanlist AI scans for the issues that affect compliance reporting: duplicate records, advisors listed at a firm they've left, and emails at those old firms.
- 03
Confirm each advisor's firm
Advisor records are checked against BrokerCheck, SEC IARD and B2B contact databases for current firm, registration status and office address. Anyone who has moved since your last update gets flagged.
- 04
Standardize and dedupe
Firm names get one form ('Merrill Lynch' and 'Merrill, a Bank of America Company' become one), CRD numbers and phone formats are standardized, and duplicates are merged across business units, product lines and territories.
- 05
Verify emails and phone numbers
Every email and phone number is checked. Compliance teams need advisor notices and regulatory messages to reach a live address.
- 06
Export with a change log
Download the cleaned file with a change log of every edit: the field, the old value, the new value and when it changed. Hand it to compliance reviewers or your data governance team.
What you get.
98% verified work emails
That's on our 500-lead benchmark. Cleanlist AI checks each email and flags catch-all and disposable addresses before you send.
25+ data providers
Cleanlist AI asks them one at a time and stops at the first deliverable result. When one provider has nothing, the next one gets its turn.
No code required
Upload a CSV or connect your CRM. If your engineers want it, the API is there from the Pro plan.
14-day Pro trial
250 credits and 3 seats on Pro for 14 days. You don't need a card or a sales call to start.
Manual process vs Cleanlist AI.
| Feature | Manual | Cleanlist AI |
|---|---|---|
| Advisor firm affiliation verification | Manual BrokerCheck lookups per advisor | Automated cross-reference against regulatory databases |
| CRD number validation | Individual FINRA lookups | Bulk CRD verification and normalization |
| Compliance audit trail | No change history maintained | Full change log with timestamps and old/new values |
| Cross-business-unit deduplication | Excel VLOOKUP across spreadsheets | Fuzzy matching across all divisions and territories |
| Email verification for advisors | Send and wait for bounce | Verified before sending, with firm changes flagged |
| Data handling compliance | Depends on individual process | Encrypted at rest and in transit, role-based access controls, audit logging |
How accurate is Cleanlist AI's data?
Cleanlist AI returned 98% verified work emails and 85% phone numbers on our 500-lead benchmark, pulling from 25+ data providers. Each lookup stops at the first deliverable result, meaning a verified or likely-valid email.
What do I get when I sign up?
A 14-day Pro trial: 250 credits, 3 seats, and every Pro feature. After it, the Free plan gives you 50 credits a month. A verified work email costs 1 credit, a phone number 10, and a miss nothing.
What data providers does Cleanlist AI use?
Cleanlist AI runs a waterfall across 25+ B2B data providers. For each record it asks one, moves to the next when that one has no match, and stops at the first deliverable result.
Can I connect my CRM?
Yes. HubSpot and Salesforce sync both ways on the Pro and Enterprise plans, and Salesloft and Lemlist take a one-way push. You can also upload a CSV, or use the REST API from Pro.
Does Cleanlist AI have good coverage for my industry?
Coverage varies by industry, so Cleanlist AI asks 25+ providers in sequence until one returns a deliverable result. On our 500-lead benchmark, Cleanlist AI returned 98% verified work emails and 85% phone numbers.
Is Cleanlist AI compliant with FINRA and SEC data handling requirements?
Cleanlist AI processes data with encryption at rest and in transit, role-based access controls, and comprehensive audit logging. Our data handling practices are designed to be consistent with FINRA Rule 3110 recordkeeping requirements and SEC data governance guidelines. We do not store your data permanently, files are processed and deleted within 30 days unless you request earlier deletion.
Can Cleanlist AI verify if a financial advisor is still registered with their listed firm?
Yes. Cleanlist AI checks advisor records against several sources that track broker-dealer affiliation and registration. When an advisor has moved, it flags the record, updates the firm if the new one is known, and marks the old firm email as likely invalid.
Does Cleanlist AI provide a change log for compliance audits?
Yes. Every cleaning run produces a change log with the record, the field, the old and new values, the time of the change and the source behind it. Export it as CSV or PDF for your compliance records.
Describe the job once. An agent runs it every week.
Clu turns one sentence into an agent. It searches 1B+ profiles, finds verified emails and phone numbers across 25+ providers, adds the people to your sequence and posts each run to Slack.
Weekly ICP outbound
Built by Clu from: “Every week, find 500 new people who match my ICP, get their emails and phones, and add them to Series B outbound.”
- Searched 1B+ profiles for new ICP matches500 foundPeople Search
- Ran the waterfall across 25+ providers487 emails · 412 phonesWaterfall
- Verified every email and phoneSMTP + catch-allVerification
- Added them to Series B outbound500 peopleSequences
- Posted the run to #pipelineSlackAgents
Friday 4:52 PM15 replies · 5 calls booked
Everything in the 14-day Pro trial
- Clu and agentsDescribe the job in one sentence. Clu builds the agent, runs it on a schedule or a CRM trigger and posts every run to Slack.
- People and Company SearchFind your buyers in 1B+ profiles from one sentence. Searching costs 0 credits.
- Waterfall enrichmentAsk 25+ providers in order and stop at the first verified email or phone number. 98% verified work emails and 85% phone numbers on a 500-lead benchmark.
- Email verificationRun SMTP and catch-all checks on every address before it reaches a sequence, at half a credit an email.
- ICP scoringScore every lead 0 to 100 against your ICP, with the reasons written down. The Research and Qualification skills do the digging.
- SequencesSend email from your reps' own inboxes, with call tasks. A reply stops the sequence. Sending costs 0 credits.
- CRM syncTwo-way sync with HubSpot, Salesforce and Pipedrive. Push finished lists to Outreach, Salesloft and Lemlist.
- Chrome extensionGet a verified email and phone number in one click on LinkedIn, Sales Navigator, Salesforce and HubSpot.
- MCP and APIRun the same search and waterfall from Claude or ChatGPT with 36 MCP tools, or from your own code with the REST API.
14 days of Pro, free: 250 credits, 3 seats, agents, Sequences and Clu in Slack. Then Free at 50 credits a month, or Starter at $49 and Pro at $89 a seat a month.
Hand the job to an agent.
Upload a CSV or connect HubSpot, Salesforce or Pipedrive, and run it on your own data today.
14 days of Pro, free.
Get 14 days of Pro, free.
250 credits and 3 seats. Sign up with your work email for 100 more.