Target the Financial Services Industry
Easily identify, reach and do business with all broker-dealer (BD) and investment advisory (RIA) firms and reps, trust companies and 1.7 million insurance agents.
Easily identify, reach and do business with all broker-dealer (BD) and investment advisory (RIA) firms and reps, trust companies and 1.7 million insurance agents.
Discovery Data offers a single consolidated view of the financial services industry with the highest quality and quantity of data, including 37,000 firms and over 2 million professionals along with hundreds of profile data points. Learn More ►
Our data services help ensure that you are communicating with the right clients and prospects in a cost-effective manner, while optimizing resources. Populate and maintain an up-to-date CRM system or data warehouse. Learn More ►
Through our market insight offerings you can also access detailed, historical information on the industry, providing you with the tools, resources and complete picture you need to make informed business decisions. Learn More ►
An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful toolsallowing you to quickly set your target market and grow your business.
Review hundreds of data points on a recruit you are talking to and identify and pursue recruits in a specific area, from a particular firm, with certain tenure in the business or at their current employer.
Contact key advisors, prioritize sales calls, realign or create territories, establish selling agreements, locate RIA firms that focus on mutual funds, separate accounts or alternatives, pre-qualify conference attendees and more.
Segment the market, execute email and direct mail campaigns, conduct market research, increase brand awareness, understand the competitive landscape and deliver timely messaging.
Demographic, Asset, Business & Personal Filters
350-plus Data Fields, including Individual, Firm & Branch Level Details
Retail Financial Advisors, Asset Managers, Insurance Agents, Executives & Other Key Staff
Family Offices, Wealth Management Firms & Trust Companies
Business Intelligence Dashboards
White Papers & Studies
Industry Movement Delivered Weekly to Your Inbox & Available 24/7
Interactive Territory Builder
Create, Realign & Distribute to Your Team
By Region, Zip Codes, Cities, States, Counties & Layer in Other Filters
Map Locations of Target Clients & Prospects
Get Directions, Revise Your Itinerary & More
Whether you are a wholesaler, marketer, data analyst or owner of an investment management firm, Discovery Data offers the edge you need to stay ahead in a competitive marketplace.
Titles, Licenses, Years a Rep, Firm Registration History, Success Indicators, Other Reps in Office, Products & Services, Asset Allocation Details, Firm Types & Footprints, Disclosures
Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles
Build and Maintain Relationships, Expand Distribution, Create/Realign Territories, Make Strategic Decisions
As a recruiter having Discovery Data at your fingertips equips you with the best target list available, increasing your knowledge and efficiency and maximizing your recruiting time.
Titles, Licenses, Years a Rep/Agent, Years at Current Firm, Carrier Appointments, Captive Indicators, Firm Registration History, Success Indicators, Disclosures
Work & Home Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles
Recruit Reps/Agents, Create/Realign Territories, Make Strategic Decisions
Promote your products and services with access to Discovery Data.
Titles, Licenses, Years a Rep, Firm Registration History, Success Indicators, Other Reps in Office, Products & Services, Asset Allocation Details, Firm Types & Footprints, Disclosures
Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles
Build and Maintain Relationships, Expand Distribution, Create/Realign Territories, Make Strategic Decisions
Communicate with 37,000 firms and over 2 million professionals including executives, advisors and other reps, and insurance agents.
New Reps/Agents, Current Clients, Ideal Prospects, Industry Movement
Business & Personal USPS® CASS™ Certified Mailing Addresses, Validated Email Addresses, Phone Numbers, Firm & Professional Websites
Generate Leads, Expand Client Relationships, Increase Deliverability Rates & Company Visibility
Extensive agent and rep data to create, save and export your target audience.
Years a Rep/Agent, Years at Current Firm, Carrier Appointments, Captive Indicators, Licensing Details, Retirement Plan Indicators, Rep Titles, Firm Registration History, Other Agents in Office, Firm Associations
Work & Home Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Websites
Recruit Reps/Agents, Expand Distribution, Create/Realign Territories, Make Strategic Decisions
Discovery Data can help you gain new business with detailed information on all BD and RIA firms, 2,400 trust companies and over 650,000 financial services industry professionals.
Clearing Firm/Custodian Used, Firm Sizes & Types, Investment Strategies, Advisory Services, Fee Structures, Assets, Footprints
Addresses, Phone Numbers, Firm Websites
Expand Client Relationships, Generate New Business
email addresses
industry searches made
days of support
of satisfied customers
