Finding Companies in Finance: A Step-by-Step Guide | Clay

Finding Companies in Finance: A Step-by-Step Guide

hey team - how do i find companies from these industries as i cant find them on linkedin as well? listing them below: Hedge Funds and Private Equity Mutual Funds & Assset Managers Investment Banks Trading Firms & Markets Makers Insurance (Variable Products) Fund Administrators & Transfer Agents Please share a step by step guide to navigate this

7 comments

Channeled
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To find companies in specific financial industries, you can use our "Find Companies by Keywords" feature. Here's a step-by-step guide: 1. Use the "Find Company" source in Clay. 2. In the search filters, focus on the "Industry" and "Include description keywords" options. 3. For the industry, select broader categories like "Financial Services" or "Investment Management". 4. In the "Include description keywords" field, enter specific terms like "hedge fund", "private equity", "mutual fund", etc. 5. Adjust other filters like company size and location as needed. 6. Review the results and import them to a new table in Clay. This approach allows you to target companies in niche financial sectors more precisely.
Sources: Data points: Company Industry | Clay.com Find Companies by Keywords with Store Leads Find Companies [Clay 101] - Clay University
Manav S.
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can you please add these sections as well in the options given, when it comes to finding companies in clay?
Martin G.
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Did you check Crunchbas?
Manav S.
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Martin G. thank you! crunchbase will help me a lot
Mark L.
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Do you have any better luck when you include those phrases in the "description keywords" for a company search? Curious to know any tables where you're having trouble. Another option could be to use the "Find company lookalikes with Ocean.io" import source. You could supply a list of domains in the relevant industry, and generate new ones that are similar. (And thanks, Martin, for chiming in! :)
Channeled
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Manav S.
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Mark L. i will be trying them out today or tomorrow, will let you know!