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THE ONLY INDUSTRY DATABSE OF ITS KIND

Highest Level of Quality Data and Services

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 financial services industry, and to identify, reach and do business with firms and professionals throughout the United States.

Users up over 100% in 2012, expanding Discovery Data's client relationships and dominant market leadership.

Data on all BD and RIA firms, 630,000 BD and RIA reps, 2,400 trust companies, and over 1.6 million insurance agents.
Populate your CRM system or data warehouse and implement frequent updates via HTTPS, FTP and API integrations.
Understand what the data is telling you and employ that intelligence effectively as a subscriber of Discovery Data.

Our state-of-the-art online system is compatible with smartphones and tablet devices. Conduct quick searches and location-based lookups while on the go.

2009 - 2011 BD Rep Movement Study
Which BD channels were the winners? Which were the losers? How many reps moved to and from each channel?
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Data Hygiene Analysis & Recommendation
Learn at no cost or obligation what the condition of your data is and what it would require to clean it up by taking advantage of our hygiene report.
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