Match the companyAdd firmographicsAdd growth and hiring
Ready to dialExample
Jordan ExampleCFO · Example Co
Example Co · 120 staffCompany
Headcount up this yearGrowing
3 open rolesHiring
Matched
Built for reaching finance leaders
A selection of teams in financial services & fintech using Forager for company enrichment · plus other teams in financial services & fintechA selection of teams using Forager
Evident
For financial services & fintech teams
The job
Give an outbound team serving M&A boutiques, capital raisers and cross-border advisors a list of owner-founders and investors that fit each mandate.
When
An advisor takes a sell-side, buy-side or fundraising mandate and needs conversations with owners or investors fast.
Outcome
Advisors get founder and investor conversations within weeks of a new mandate.
Who evaluates company enrichment at financial services & fintech teams, and what they are judged on
Product manager who owns the enrichment feature: judged on what users see when they open a record
Engineering lead integrating the API: judged on response time and errors they can route on
Partnerships or data lead managing vendors: judged on cost per valid result
A selection of teams in financial services & fintech using Forager for company enrichment · plus other teams in financial services & fintechA selection of teams using Forager
Clay
GTM workflow builders
Selected use case: Forager mobile numbers, emails and people data inside Clay tables.
Evident
Market intelligence
Publisher of the Evident AI Index, which ranks banks, insurers and payments firms on AI maturity.
HubSpot
CRM add-ons
Selected use case: enriching contact and company records with people, company and job-posting data.
Monk
Embedded in a platform
Accounts-receivable automation platform for scaling B2B companies.
Dynasty Financial Partners
Internal use
Firm that helps financial advisors build and grow independent practices.
Kalkine
Internal use
Equities research publisher.
Leasecake
Internal use
Lease management platform for franchisees and multi-unit operators.
Cube Software
Internal use
FP&A platform that unifies financial data for planning and reporting.
“Forager leads in accuracy across all regions, Forager's dual strength in accuracy and volume makes it a powerhouse for sales teams that are targeting businesses around the globe.”
ClayStefan K.Data Partnerships
800M+people
65M+companies
How to test it
Test company enrichment on your own sample
Pull a sample. Take profiles your users looked up last week.
Run it. Use a self-serve key, or book a demo and send us the list.
Measure what your users feel. Connect rate for mobiles, bounces for emails, and whether the right person answers.
How do financial services and fintech companies use Forager company enrichment?
⌄
Give an outbound team serving M&A boutiques, capital raisers and cross-border advisors a list of owner-founders and investors that fit each mandate. Firmographics for a company from its domain or name: industry, headcount, locations, growth and open roles. This page walks through 3 workflows with the exact steps.
What does company enrichment cost for financial services and fintech companies?
⌄
Company enrichment: 1 credit per request, charged whether or not data comes back. 1,000 company lookups use 1,000 credits: about $13 of Starter credits month to month, or about $10 on Pro with yearly billing. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices
Which financial services and fintech workflows use company enrichment?
⌄
Book founder and investor meetings for M&A and capital advisors, monitor a company watchlist's hiring for research notes and reach companies right after they file a Form D. Each is on this page with its trigger, steps and outcome.
How do I find business owners for sell side mandates?
⌄
Find companies that fit the mandate by industry, size, location and founding year with POST /organization_search/. Find founders, owners and CEOs (or partners at investment firms) with POST /person_role_search/.
What do I send, and what comes back?
⌄
You send region, company size range and company watchlist (domains). You get back work_email, CEO, CFO or founder, event URL and date and filing date and URL, from POST /organization_search/, as JSON.
Am I charged when nothing is found?
⌄
Yes. Company enrichment is charged per request, whether or not data comes back. Only mobile and email lookups are free when nothing is found, so try your inputs on a small run before you scale.
Is there a free way to try Forager?
⌄
Yes. Create a free account at app.forager.ai: it comes with $5 in free credits and an API key, and there is no credit card to sign up. Run it on records you already know, or book a demo and send us a list: we run it and show you what we find.
How can analysts track hiring at the companies they cover?
⌄
Resolve each watchlist company to an organization id with POST /organization_search/ (domains). Count new postings per company for the week with POST /job_search/totals/ (organization_ids, date_featured_start, date_featured_end).
How do you check data quality?
⌄
The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.
How is a company enrichment API different from a company database export?
⌄
An export is a snapshot you have to refresh yourself. A company enrichment API returns firmographics for a domain or name when you ask: industry, headcount, locations, growth and open roles, ready to write to the record.
Does Forager integrate with the tools we already use?
⌄
Native in Clay, partner-built in Deepline and Cargo and called through the API from Make, n8n and your own code. Everything else connects through the REST API with one API key.
Is there a contract or minimum commitment?
⌄
No contract to start: a free account comes with $5 in credits. To keep using company enrichment, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.
Written answers are not available right now. The matching pages above still help, or book a demo and ask the team.
