A data-driven approach for connecting issuers to the investment community.

InvestorOutreachCenter (IOC) uses a data-driven approach and a team of over 70 professionals to offer comprehensive coverage in both United States and Canadian markets.

How is InvestorOutreachCenter (IOC) unique?

We have built a constantly evolving platform with an interactive database of more than 300,000 investment advisors and 30,000+ institutions and family offices across North America. These unique investor profiles are updated daily with information like purchasing habits, sector preference, product interests and much more.

The difference shows clearly in the numbers.

North American investor relations outreach focuses on institutional clients, brokers & end retail.

Heighten market awareness of your company and offering with the right retail advisors and end-retail audiences via a national database of broker dealers and registered investment advisors including 30,000+ institutions and family offices across North America, 11,500+ (IIROC) brokers and 200,000+ American Financial Advisors. Our team uses a proprietary outreach system with machine-learning capabilities to optimize sales results while also facilitating individual and mass email strategies.

2020 Performance

1.5MM+ Calls Connected
5000+ Buyers
5.5MM+ Emails Sent

Strategy Details

Our strategies are purposely designed to help you build and educate new and existing retail audiences, attract and retain investors, generate leads with demographic targeting, perform investor retargeting based on previous media consumption patterns, facilitate social media management and growth with curated content, as well as benefit from expert media and distribution consultation.

Investor Relations Heighten market awareness of your company with the right investment audience by building an investment brand that attracts, engages and retains targeted investors.

Continual Engagement Truly connect with your subscriber list by deploying strategic phone and email-based outreach strategies. By providing direct accessibility to professional IR specialists, you create loyal investors who are engaged with your story.

Analytics Fully optimize overall efforts as we collect the valuable data generated by each interaction and accurately report the results of our proprietary outreach system every month.

View Case Studies

Our outreach program is available in three distinct campaigns.

Explore Our Program Options