Data Subscriptions

The ultimate data source for
the industry.

Discovery Data offers a consolidated view of the financial services and insurance industries, including 40,000 firms and over 2 million professionals along with hundreds of profile data points. An annual subscription 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. Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives, to help guide your firm to success.

Data Subscriptions

See which data subscription works best for you.


Financial Services Industry

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All firms and 725,000 professionals including advisors and executives

Headquarters, branch and home addresses and phone numbers

Business and personal email addresses

Titles, licenses, success and experience

Advisor teams, all reps in branch and professional websites


Insurance Agent

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1.8 million insurance agents

1.6 million emails, 1.7 million phone numbers and 1.8 million addresses

12 million carrier appointments and 12 million licenses

Work and home addresses and phone numbers

Business and personal email addresses


Subscriptions include:


A dedicated account manager. You never have to log into Discovery Data—we will do the work for you!


Unlimited access to the data, weekly updates and
no hidden fees


Validated mailing and email addresses

Make better decisions for your business
with a Market Insight subscription.

Need to access historical information on the financial services industry? With Discovery Data Market Insight we provide you with the missing resources you need to make informed business decisions. Our offering includes the Almanac, custom research and consulting.


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Market Insight

We have the entire industry in one place.

Our dataset is the only one of its kind.
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4,000 Broker-Dealers
34,000 Investment Advisers
2,200 Trust Companies

2 Million


725,000 Advisors & Key Staff

Covering retail and institutional channels

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

Investment Bankers
Portfolio Managers
Research Analysts
Executives / Owners
Corporate Functions

1.8 Million Agents


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