Discovery Data offers the only database with a single consolidated view of the financial services industry, including 35,000 firms and over 2 million professionals. Annual subscriptions to the database include access to our state-of-the-art online system, weekly updates and powerful tools such as Territory Builder, Trip Planner and business intelligence capabilities to follow industry trends and mine key data.

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.

Financial Services Industry

Our Financial Services Industry database is the only one of its kind, providing a single view of extensive information on all broker-dealers (BDs) and investment advisory (RIA) firms, 2,400 trust companies and over 630,000 professionals. [Read More...]

• Broker-Dealer
• Investment Adviser
• Trust Company

Insurance Agent

The Insurance Agent database provides detailed data on over 1.6 million insurance agents such as business and home contact information, carrier appointments and licenses. [Read More...]

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 and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. 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