Easily populate and maintain an up-to-date CRM system. Introducing the Salesforce App Discovery DataLink™
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The Ultimate Data Source
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Data Subscriptions

Discovery Data offers a single consolidated view of the financial services industry with the highest quality and quantity of data, including 38,000 firms and over 2 million professionals along with hundreds of profile data points.

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Data Services

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.

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Market Insight

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.

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We are more than just data.

An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful tools
allowing you to quickly set your target market and grow your business.

Search Target Audience
Search Target Audience
  • Demographic, Asset, Business & Personal Filters

  • 350-plus Data Fields, including Individual, Firm & Branch Level Details

Access In-Depth Profiles
Access In-Depth Profiles
  • Retail Financial Advisors, Asset Managers, Insurance Agents, Executives & Other Key Staff

  • Family Offices, Wealth Management Firms & Trust Companies

Analyze Trends
Analyze Trends
  • Business Intelligence Dashboards

  • White Papers & Studies

  • Industry Movement Delivered Weekly to Your Inbox & Available 24/7

Build Territories
Build Territories
  • Interactive Territory Builder

  • Create, Realign & Distribute to Your Team

  • By Region, Zip Codes, Cities, States, Counties & Layer in Other Filters

Plan Business Trips
Plan Business Trips
  • Map Locations of Target Clients & Prospects

  • Get Directions, Revise Your Itinerary & More

Find out how Discovery Data helps:

Uncover Opportunities

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.

Asset managers, wholesalers and marketers log into Discovery Data over 135,000 times each year.

Identify

Titles, Licenses, Years a Rep, Firm Registration History, Success Indicators, Other Reps in Office, Products & Services, Asset Allocation Details, Firm Types & Footprints, Disclosures

Reach

Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles

Do Business

Build and Maintain Relationships, Expand Distribution, Create/Realign Territories, Make Strategic Decisions

Line Up Candidates

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.

Clients of Discovery Data have recruited over 50,000 registered reps in the last three years.

Identify

Titles, Licenses, Years a Rep/Agent, Years at Current Firm, Carrier Appointments, Captive Indicators, Firm Registration History, Success Indicators, Disclosures

Reach

Work & Home Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles

Do Business

Recruit Reps/Agents, Create/Realign Territories, Make Strategic Decisions

Get Your Story in Front of Decision Makers

Promote your products and services with access to Discovery Data.

Through the use of hundreds of search filters and a dedicated account manager, clients of Discovery Data are able to improve targeting and free up time for more sales and marketing.

Identify

Titles, Licenses, Years a Rep, Firm Registration History, Success Indicators, Other Reps in Office, Products & Services, Asset Allocation Details, Firm Types & Footprints, Disclosures

Reach

Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Firm & Professional Websites, Team Profiles

Do Business

Build and Maintain Relationships, Expand Distribution, Create/Realign Territories, Make Strategic Decisions

Communicate Your Message

Communicate with 38,000 firms and over 2 million professionals including executives, advisors and other reps, and insurance agents.

With over 1.2 million business and personal email addresses available marketers rely on Discovery Data daily to execute email programs.

Identify

New Reps/Agents, Current Clients, Ideal Prospects, Industry Movement

Reach

Business & Personal USPS® CASS™ Certified Mailing Addresses, Validated Email Addresses, Phone Numbers, Firm & Professional Websites

Do Business

Generate Leads, Expand Client Relationships, Increase Deliverability Rates & Company Visibility

Recruit Professionals and Expand Distribution

Extensive agent and rep data to create, save and export your target audience.

Access to 1.7 million insurance agents with over 11 million carrier appointments and 11 million licenses available to help you recruit qualified candidates and identify agents for distribution.

Identify

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

Reach

Work & Home Addresses, Phone Numbers, Email Addresses, View on LinkedIn, Websites

Do Business

Recruit Reps/Agents, Expand Distribution, Create/Realign Territories, Make Strategic Decisions

Build Relationships and Gain New Business

Discovery Data can help you gain new business with detailed information on all BD and RIA firms, 2,400 trust companies and over 640,000 financial services industry professionals.

Last year Discovery Data recorded thousands of new RIA firms and tens of thousands of reps in our database as having switched firms.

Identify

Clearing Firm/Custodian Used, Firm Sizes & Types, Investment Strategies, Advisory Services, Fee Structures, Assets, Footprints

Reach

Addresses, Phone Numbers, Firm Websites

Do Business

Expand Client Relationships, Generate New Business

Partner with Discovery Data

Join the ranks of industry leaders today.

❝ Discovery Data is an indispensable tool for our sales team! ❞
❝ We are expanding our relationship with Discovery because the data is the best and the service is fantastic! ❞
❝ I have never seen advisor recruiting data this good! ❞
Quote
CRM Manager,
Major Asset Management Firm
Quote
Marketing VP,
Major Clearing Firm
Quote
Regional Director,
Wirehouse BD
Email

1,266,978

email addresses

Search

1,054,038

industry searches made

Support

365

days of support

Satisfied

1,000's

of satisfied customers

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