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Industry · Financial services & fintech

People search API for financial services & fintech

Find the right person.

What financial services & fintech teams need from people search, what Forager returns, and how teams like yours test it.

8 recipes use people search for financial services & fintech teams.

  • $5 free credits
  • 800M+ people
  • 65M+ companies

A selection of teams in financial services & fintech using Forager for people search · plus other teams in financial services & fintech

  • Dynasty Financial Partners
  • Deep Lake
  • Leasecake
  • Bioverge
  • Cube Software
  • Monk
  • QuruAI
  • Kalkine
For financial services & fintech teams
The job
Let dealmakers build private-company target lists, attach owners and leadership, and find best-fit buyers for sell-side mandates.
When
An M&A advisor or PE associate starts a buy-side screen or a sell-side mandate.
Outcome
Dealmakers build target long lists in minutes instead of weeks and run broader buyer outreach.
Lead recipe 1

Power private-market deal sourcing and buyer lists with a company feed

When to use it: An M&A advisor or PE associate starts a buy-side screen or a sell-side mandate.

  1. Screen private companies in company_feed (industry, employees, location, founded date)
  2. Attach owners and leadership from people_feed
  3. Reveal work_email and mobile for outreach targets via contact endpoints
  4. For sell-side, find strategic acquirers with similar profiles and their corp-dev leads via POST /person_role_search/
InputsOutputs
screening criteriatarget long-list
mandate profileowner/leadership contacts
acquirer list
corp-dev contacts
Lead recipe 2

Find the right accounts-payable contact when an invoice has no billing contact

When to use it: An invoice bounces, has no billing contact, or the billing contact has left.

Show the steps
  1. Check the existing contact's role with POST /person_detail_lookup/ (role_is_current)
  2. Search AP/finance roles at the debtor with POST /person_role_search/ (organization_domains, role_title "accounts payable" OR controller)
  3. Get work_email and attach to the invoice
  4. Resume the collections sequence with the new contact
InputsOutputs
debtor domainAP contact
invoicerole_title
current billing contactwork_email
Open the recipe: Find the right accounts-payable contact when an invoice has no billing contact
Lead recipe 3

Prospect finance leaders when companies hire their first finance-ops role

When to use it: A company posts its first finance operations, controller or AP role.

Show the steps
  1. Detect first finance-ops postings with POST /job_search/ (title controller OR "finance operations" OR "accounts payable")
  2. Confirm company stage and size with POST /organization_search/
  3. Find the finance leader with POST /person_role_search/
  4. Enrich work_email and mobile and sequence with a set-up-finance offer
InputsOutputs
finance role keywordscompany
ICP size bandfinance posting
finance leader contact
Open the recipe: Prospect finance leaders when companies hire their first finance-ops role
Fields

Fields you get back

  • target long-list
  • owner/leadership contacts
  • acquirer list
  • corp-dev contacts
  • AP contact
  • role_title
  • work_email
  • company
  • finance posting
  • finance leader contact

From the workflows above. Full field reference: People search and the People search API reference.

Who owns this

Who evaluates people search 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 people search · plus other teams in financial services & fintech

  • Dynasty Financial Partners
    • Internal use

    Firm that helps financial advisors build and grow independent practices.

  • Deep Lake
    • Internal use

    Early-stage programmable money infrastructure company.

  • Leasecake
    • Internal use

    Lease management platform for franchisees and multi-unit operators.

  • Bioverge
    • Internal use

    Venture firm backing early-stage therapeutics companies.

  • Cube Software
    • Internal use

    FP&A platform that unifies financial data for planning and reporting.

  • Monk
    • Embedded in a platform

    Accounts-receivable automation platform for scaling B2B companies.

  • QuruAI
    • VC & PE research

    Expert-research platform that matches a research thesis to operators and practitioners for AI-led interviews.

  • Kalkine
    • Internal use

    Equities research publisher.

“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 people search on your own sample

  1. Pull a sample. Take profiles your users looked up last week.
  2. Run it. Use a self-serve key, or book a demo and send us the list.
  3. Measure what your users feel. Connect rate for mobiles, bounces for emails, and whether the right person answers.
  • $5 free credits
  • No credit card
  • Run your sample
FAQ

Frequently asked questions

How do financial services and fintech companies use Forager people search?

Let dealmakers build private-company target lists, attach owners and leadership, and find best-fit buyers for sell-side mandates. Find the people who hold a role at target companies, filtered by title, seniority, department and location. This page walks through 3 workflows with the exact steps.

What does people search cost for financial services and fintech companies?

People search: people search 1 credit per request and people search: role details 1 credit per request, charged whether or not data comes back. 1,000 search requests 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 people search?

Power private-market deal sourcing and buyer lists with a company feed, find the right accounts-payable contact when an invoice has no billing contact and prospect finance leaders when companies hire their first finance-ops role. Each is on this page with its trigger, steps and outcome.

How do I find owners of private companies contact?

Screen private companies in company_feed (industry, employees, location, founded date). Attach owners and leadership from people_feed.

What inputs does it take and what does it return?

You send fund thesis keywords, region and company size range. You get back work_email, acquirer list, AP contact and CEO, CFO or founder, from POST /person_role_search/, as JSON.

Am I charged when nothing is found?

Yes. People search 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.

Can financial services and fintech companies test people search for free?

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 do I find accounts payable contact at a company?

Check the existing contact's role with POST /person_detail_lookup/ (role_is_current). Search AP/finance roles at the debtor with POST /person_role_search/ (organization_domains, role_title "accounts payable" OR controller).

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 people search API different from searching profiles by hand?

Searching by hand works for a handful of accounts. A people search API filters by title, seniority, department and location across your target companies in one request, returns people your product can act on, and hands off to a contact lookup for the mobile or email.

Where can I use Forager people search?

Native in Clay, partner-built in Deepline and Cargo and called through the API from your own code. Everything else connects through the REST API with one API key.

Do I need a subscription?

Not to test: a free account comes with $5 in credits. To keep using people search, 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.

More

More recipes

Start building

Put people, company and job data your users can act on inside your product

Send us a list. We run it, show you what we find, then talk volume and terms.

  • $5 free credits
  • No credit card
  • Run your sample
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