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The ultimate data
source for
the financial
services industry.


Recruit qualified candidates

Expand sales efforts

Improve marketing

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Visualize your target market.

A robust mapping tool to locate opportunities.
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BD & RIA Firms




Map Details
Robust Mapping Tool
Robust Mapping Tool
Robust Mapping Tool

Our data services have helped hygiene
and update over 4.3 billion records.

Increase productivity with accurate data, and lots of it.

Data Hygiene   Data Feeds   Discovery DataLink
Simplify Your Salesforce Workflow

Make better decisions.

With Discovery Data Market Insight we provide you with the missing resources
you need to make informed business decisions.


The financial services industry's largest
asset managers, wealth managers,
clearing firms, service providers
and hundreds of other top firms all partner
with Discovery Data.

Discovery Data

❝What you accomplished
with that
one click would
have taken us 3 ½
of work.❞

Recruiting Director,
Major Wealth Manager

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

Marketing VP,
Major Clearing Firm

❝I have never
seen advisor
data this good

Regional Director,
Top Wealth Management Firm


Discovery Data


Ipreo LLC

Looking for institutional data on the industry? Learn more about Ipreo and our data offerings here.


Discovery Data is part of Ipreo, the global leader in market intelligence, data, and technology solutions to the global capital markets, with 800 employees around the world, expanding our resources to help you identify, reach and do business with the financial services industry. To reach the institutional market, including portfolio managers and research analysts, or to access powerful workflow tools for your capital markets business, visit

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