The entire industry in one place.

 
 

Map

 

39,000

Firms

Broker-Dealers
Investment Advisers
Trust Companies

2 Million

Professionals

680,000 Advisors & Key Staff

Covering retail and institutional channels

Financial Advisors
Advisor Assistants
Branch Managers
Planning Specialists
Executives / Owners
Corporate Functions

Investment Bankers
Traders
Portfolio Managers
Research Analysts
Executives / Owners
Corporate Functions

1.7 Million Agents

 
 
 
 

Firms Added and Removed

887

Firms
Added

588

Firms
Removed

 
 

145,678

Professionals
Added YTD

 

227,332

Professionals
Removed YTD

 
 

Discovery Data Logo

145,869,818

Total Fields Updated
in 2014

Our data services have helped hygiene
and update over 4.3 billion records.

Increase productivity with accurate data, and lots of it.

 

Make better decisions.

With Discovery Data Market Insight we provide you with the missing resources
you need to make informed business decisions.

 
 

The financial services industry's largest
 
asset managers, broker-dealers,
clearing firms, service providers
 
and hundreds of other top firms all partner
with Discovery Data.

 
Discovery Data

❝What you accomplished
with that
one click would
have taken us 3 ½
days
of work.❞

Recruiting Director,
Major Wealth Manager

❝We're expanding our
relationship
because the
data is the best and the
service is fantastic!❞

Marketing VP,
Major Clearing Firm

❝I have never
seen advisor
recruiting
data this good
!❞

Regional Director,
Top Wealth Management Firm

 

Discovery Data

732-933-1899
info@discoveryco.com

Ipreo LLC

Looking for institutional data on the industry? Learn more about Ipreo and our data offerings here.

Ipreo

Discovery Data is part of Ipreo, the global leader in market intelligence, data, and technology solutions to the global capital markets, with 800 employees around the world, expanding our resources to help you identify, reach and do business with the financial services industry. To reach the institutional market, including portfolio managers and research analysts, or to access powerful workflow tools for your capital markets business, visit www.ipreo.com.

© Ipreo. All Rights Reserved.

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