28stone.comCustom software development for capital markets firms
Buyer list for 28Stone · Checked
15 capital markets firms across 8 states that fit what 28Stone sells, each with the person who signs off.
We read 28stone.com to see what 28Stone sells, then checked each account below against it, one by one, and named the person who signs off at each. The first 5 are open below with work email and phone. The other 10 come with a short walkthrough call, and you keep the full list.
Custom software development for capital markets firms
capital markets firms
Tim Rath of Innovative Radiology on working with us
Checked
The opportunity for 28Stone
The accounts that fit what 28Stone sells, the market behind them, and who signs off.
15
accounts that fit 28Stone, each with the person who signs off
SourceThe list built for 28Stone, 15 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
25,813
firms in three Census industries in the US market
SourceUS Census SUSB 2022, US employer firms, NAICS 523110 Investment Banking and Securities Dealing, 523920 Portfolio Management and 523210 Securities and Commodity Exchanges, US total
8
states on the list
SourceThe list built for 28Stone, 15 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
01Buyer list for 28Stone
Each account checked one by one
First 5 of 15
10
more waiting
Each account fits what 28Stone sells, and each comes with the person who signs off. The first 5 carry a work email and a phone, checked on .
Company
Why it fits
Contact
Status
USA Financial
Mike Walters
CEO
Grand Rapids, MI
USA Financial is a registered investment advisor for financial advisors and their clients. 28Stone builds electronic tools that support traders and brokers working in voice markets.
mwalters@usafinancial.com+1 616 443 1605
Checked
Prime Meridian Capital Management
Don Davis
CEO
Walnut Creek, CA
Prime Meridian Capital Management is a private credit investment management firm. 28Stone builds custom software for buy-side firms that need trading and research tools fit for their business.
ddavis@pmifunds.com+1 925 212 9016
Checked
AAM
Dan Byrnes
Chief Executive Officer
Chicago, IL
AAM is dedicated primarily to insurance asset management. 28Stone builds custom software for buy-side firms that need trading and research tools fit for their business.
dan.byrnes@aamcompany.com+1 773 580 8784
Checked
Eldridge Acre Partners
Warren Wachsberger
Chief Executive Officer
Los Angeles, CA
Eldridge Acre Partners is a privately held real estate investment management firm. 28Stone builds custom software for buy-side firms that need trading and research tools fit for their business.
ww@eldridgeacre.com+1 310 795 0003
Checked
Advanced Portfolio Management
Robert Kiernan
Chief Executive Officer
New York, NY
Advanced Portfolio Management is an independent specialty asset manager. 28Stone builds custom software for buy-side firms that need trading and research tools fit for their business.
Where these accounts sit, counted from US Census business data.
Total addressable market
25,813
firms in three Census industries in the US.
By buyer group
investment banks and securities dealers2,044
portfolio management firms23,738
securities and commodity exchanges31
SourceUS Census SUSB 2022, US employer firms, NAICS 523110 Investment Banking and Securities Dealing, US total
SourceUS Census SUSB 2022, US employer firms, NAICS 523920 Portfolio Management, US total
SourceUS Census SUSB 2022, US employer firms, NAICS 523210 Securities and Commodity Exchanges, US total
By company size
Under 20 staff23,679
20 to 499 staff1,725
500 or more staff409
SourceUS Census SUSB 2022, US employer firms, NAICS 523110 Investment Banking and Securities Dealing, 523920 Portfolio Management and 523210 Securities and Commodity Exchanges, US total
SourceThe list built for 28Stone, 15 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
Who signs off on the list
CEO15
SourceThe list built for 28Stone, 15 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
What the numbers say
01
About 9 in 10 firms in three Census industries have under 20 staff. That is about 24,000 of them. About 1,700 have 20 to 499 staff and about 410 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523110 Investment Banking and Securities Dealing, 523920 Portfolio Management and 523210 Securities and Commodity Exchanges, US total
02
CEOs sign off most often. Of the 15 people who sign off, 15 are CEOs.
SourceThe list built for 28Stone, 15 accounts with the person who signs off at each, the first 5 with a work email and a phone checked Oct 23, 2026
03
Where the larger accounts sit. About 410 of the firms in three Census industries have 500 or more staff.
SourceUS Census SUSB 2022, US employer firms, NAICS 523110 Investment Banking and Securities Dealing, 523920 Portfolio Management and 523210 Securities and Commodity Exchanges, US total
03How it runs for you, from the list to the meeting.
In the engagement, intent data and fit pick the accounts. ECG's AI brain reads every reply, scores it and routes it. Your CRM and your team get the meeting, the record and the next step.
Intent and fit
Once it runs for you, intent data read with fit sets which accounts to reach first.
AI brain
ECG's own AI reads every reply, scores it and routes it to the right person.
The person who signs off
Name, title, work email and phone for each account, checked before anyone reaches out.
Workflow automation
The meeting lands in your calendar, the record lands in your CRM, and the rep gets the alert.
Intent data
Email replies
LinkedIn replies
Phone calls
Website inquiries
Your CRM
ECG AI brain
Reads, scores and routes
Meeting booked
Account scored
Rep alerted
Personal reply sent
CRM record updated
Next step scheduled
Every reply and every intent signal goes through one brain, then out to your calendar, your CRM and your team.
Build, Run, Own
Enquirer Consulting Group
Build.Run.Own.
01Build.
Built for 28Stone
The list, the messages, the CRM link and the workflows, set up for your market.
02Run.
Run live with your team for four months
We run it with your team and prove it on your own numbers.
03Own.
Then you own it
We hand it over, and the system stays yours.
04What to expect
What we have achieved on our own outbound, and what happens next.
88
interested replies in one week, on our own outbound
SourceInterested replies to our own outbound, one per person, Oct 12 to Oct 18, 2026, read October 18, 2026
33
sales calls booked that same week, on our own outbound
SourceECG booking table, sales calls booked Oct 12 to Oct 18, 2026, one per person, read October 22, 2026
19
industries our own outbound runs in
SourceECG fleet plan, read October 17, 2026
These are our own results. Your numbers depend on your market and your offer.
Recent work includes outreach for BOY Machines, sent in each field rep's own name.
What happens next
1Matthew walks you through all 15 accounts on a short call.
2You keep the full list.
3If it fits, we map how the outbound unit runs for 28Stone.