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Enquirer Consulting Group

Buyer list · Checked

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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.

5 open10 to unlock

Report prepared for

28Stone

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 .

CompanyWhy it fitsContactStatus

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.

rkiernan@apmcap.com +1 561 842 7111

Checked

Beech Hill Securities, Inc

Vi***** Ia***** CEO New York, NY

Unlock CEOBook a call

Sage Asset Management

Ma***** Fo***** Founder, CEO La Crosse, WI

Unlock Founder, CEOBook a call

Elmcore

Fe***** Da***** Chief Executive Officer Chicago

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Virtu Financial

Aa***** Si***** Chief Executive Officer New York City

Unlock Chief Executive OfficerBook a call

Acadian Asset Management

Ke***** Yo***** Chief Executive Officer Boston, MA

Unlock Chief Executive OfficerBook a call

Elm Wealth

Ja***** Wh***** Chief Executive Officer Philadelphia, PA

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ArcStone Securities and Investments Corp

Mi***** As***** Chief Executive Officer New York, NY

Unlock Chief Executive OfficerBook a call

MFS Investment Management

Te***** M.***** Ma***** Chief Executive Officer Boston, MA

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Stansberry Asset Management

Ch***** De***** Chief Executive Officer New York, NY

Unlock Chief Executive OfficerBook a call

Vector Advisory Partners LLC

Kr***** Ma***** Chief Executive Officer Orlando, FL

Unlock Chief Executive OfficerBook a call

10 more accounts are on the list for 28Stone, each with the person who signs off. They come with a short walkthrough call, and you keep the full list.

Unlock the full list

02The market for 28Stone

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

By state, on the list

New York4
California2
Massachusetts2
Florida1
Illinois1
State not listed2

3 more states in the breakdown

The full breakdown comes with the call.

Book a call to unlock

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.

  1. Intent and fit

    Once it runs for you, intent data read with fit sets which accounts to reach first.

  2. AI brain

    ECG's own AI reads every reply, scores it and routes it to the right person.

  3. The person who signs off

    Name, title, work email and phone for each account, checked before anyone reaches out.

  4. 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.

  1. 01 Build.

    Built for 28Stone

    The list, the messages, the CRM link and the workflows, set up for your market.

  2. 02 Run.

    Run live with your team for four months

    We run it with your team and prove it on your own numbers.

  3. 03 Own.

    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

  1. 1Matthew walks you through all 15 accounts on a short call.
  2. 2You keep the full list.
  3. 3If it fits, we map how the outbound unit runs for 28Stone.
Get the full list on a call
List readyTalk to MatthewEnquirer Consulting Group

Get all 15 capital markets firms, with the person who signs off at each.

The first 5 are above. Matthew walks you through the other 10 on a short call, and you keep the full list.

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See the full list on a call.

Matthew walks you through every account, who signs off at each, and how the outreach runs for 28Stone.

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