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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.

Weekly Updates and Powerful Tools

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.

The Ultimate Data Source for the Industry

The world’s largest, most successful and fastest growing asset managers, broker-dealers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution. With more data, data professionals, industry clients and expertise than any other provider, we are able to compliment your distribution and recruiting needs of any scale. Learn More

Online System Devices
Online System

Financial Services Industry

Our Financial Services Industry dataset is the only one of its kind, providing a single view of extensive information on all broker-dealer (BD) and investment advisory (RIA) firms and reps, and 2,400 trust companies. [Read More...]

Insurance Agent

Detailed data on 1.7 million insurance agents such as business and home contact information, carrier appointments and licenses. [Read More...]

Data Process

Our Data Team is led by industry veterans and composed of the most experienced team of data professionals in the financial services industry.

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Data Process

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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. Learn More

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