Financial Services Industry Data

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Our Insurance Agent data provides extensive information on 1.7 million insurance agents such as business and home contact information, carrier appointments and licenses. With over 11 million carrier appointments and 11 million licenses available, we can help you recruit qualified candidates and identify agents for distribution.

Weekly Updates and Powerful Tools

An annual subscription to the data 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.
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Data Process

Our Data Team is led by industry veterans and composed of the most experienced team of data professionals in the financial services industry.

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Data Process
Insurance Devices

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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

Learn what really counts when choosing your data provider.

Insurance Data Counts

Identify Firms and Professionals

  • All BD and RIA firms and 2,400 trust companies

  • Over 640,000 professionals including reps, advisors, executives and other key staff

  • 350-plus data fields available, including individual, firm and branch level detail

  • Demographic and asset filters to search

Reach Your Target Audience

  • Headquarters, branch and home addresses and phone numbers

  • RIA and client types, ownership type, investment strategies, advisory services, fee structures and much more

  • BD profiles including types and footprints (e.g. wirehouse, independent, regional)

  • RIA, BD and trust company affiliations

  • RIA Firm Assets Under Management (AUM) and BD Rep AUM, in certain cases

  • Personal trust and retirement plan accounts

  • Extensive rep profiles including securities licenses and firm registration history

  • Business and personal email addresses

Search Results

Do Business with the Financial Services Industry

  • Expand distribution and existing relationships

  • Recruit ideal candidates

  • Establish selling agreements

  • Uncover additional opportunities and partnerships


  • Limit sales calls to only firms and professionals that meet your criteria

  • Locate RIAs that focus on mutual funds, separate accounts or alternatives

  • Know which firms and reps are new to the industry

  • Target direct mail and email to only your market

  • Perform share of wallet analysis on current clients

  • Understand your market share

  • Track rep movement from a BD to an RIA

  • Perform competitive analysis

Mailing and Email Address Validation

Through our data process to continuously validate, update, correct, standardize and format mailing addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. All email addresses have the same process through one of the industry’s most reputable email hygiene vendors, meet a long list of requirements before they are made available to clients and continue to do so to remain accessible in the database. Conduct direct mail and email campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.


An Insurance Agent subscription includes unlimited access to the data, along with a dedicated consultant and account manager to assist your firm both strategically and hands on to help you utilize the database to its fullest potential. Sign-up for a variety of training webinars, review monthly tips and updates, and access market insight to educate and encourage best practices when targeting the financial services industry.
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