Data Subscriptions

Data
Subscriptions

The ultimate data source for the industry.

Discovery Data offers a consolidated view of the financial services industry, 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 690,000 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
 

1.4 million emails, 1.4 million phone numbers and 1.8 million addresses

13.1 million carrier appointments and 13.2 million licenses

Work and home addresses and phone numbers

Business and personal email addresses

 
 
 
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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, interactive dashboards, consulting and white papers and studies.

 

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Market Insight

We have the entire industry in one place.

Our dataset is the only one of its kind.
Request a live tour

 
 

40,000

Firms

4,000 Broker-Dealers
34,300 Investment Advisers
2,300 Trust Companies

2 Million

Professionals

690,000 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

1.8 Million Agents

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