Data Subscriptions

Financial Services
Industry

Access the only consolidated view of the financial services industry.

Our Financial Services Industry dataset provides extensive information on all firms and over 690,000 professionals. We have spent many years refining our data collection and management process and understanding our clients’ distribution and recruiting needs, resulting in what today are unparalleled tools to help you do business with the financial
services industry.

 
 
Financial Services Industry Data

30+
Data Analysts

700+
Data Fields

425+
Filters

40K
Firms

690K
Professionals

Do business with the financial services industry.

Expand distribution, recruit candidates, establish selling
agreements, and uncover additional opportunities and partnerships.

 
 

Detailed profiles on
asset managers,
wealth managers and trust companies

 

Contact information
for financial advisors, owners, gatekeepers and research directors

 

Advisor success indicators such as title, team, # of registered states and production

 

Firm filters including
40+ business types, AUM and investment strategies

 

Ability to save
and
dynamically update
your target audience
or territory

 

PDF call lists and
Excel spreadsheets
for sales and marketing campaigns

 

Online tools to see all reps in branch, view on LinkedIn and map your search results

 

CRM and
data warehouse connections
to automate
data updates

What are the benefits of a
Financial Services Industry subscription?

 
 

Search for people and companies

 
 
 

Create effective call lists and efficient
travel plans

 
 
 

Know which firms and reps are new to
the industry

 
 
 

Target direct mail and email to only
your market

 
 
 

Track rep movement and channel changes

 
 
 

Understand your market share

 
 
 
 
 
 
 
 

We're expanding our relationship because the
data is the best and the service is fantastic!

 

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