Press Releases

Our press releases keep you informed of the latest
data and service enhancements, and company announcements.

Discovery Data
Reports
Total U.S. Financial Services Industry Firms Has Reached 40,000 for the First Time in History

October 28, 2016

Discovery Data, a leading financial services industry provider of data on firms and professionals, announced today that it has recorded...
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Discovery Data Publishes June YTD 2016 Rep Movement Study

October 10, 2016

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has published a new edition of its Discovery Data Rep Movement Study...
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Discovery Data Updates its Long-Term Rep Movement Study, 2009 – 1H2016

October 10, 2016

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its Discovery Data Rep Movement Study...
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Discovery Data
Expands Offering with
Registered Reps in Canada

August 26, 2016

Discovery Data, the leading provider of data on firms and professionals in the financial services industry, released its newest dataset today. For the first time Discovery Data...
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Discovery Data
Appoints Craig Katz as
Executive Vice President

May 16, 2016

Discovery Data, the leading provider of data on firms and professionals in the financial services industry, announced that it has appointed Craig Katz as Executive Vice President...
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Discovery Data
Acquires Meridian-IQ

...solidifying its leadership position.

May 16, 2016

Discovery Data, the leading provider of data on firms and professionals in the financial services industry, announced it has acquired essentially all the business assets of Meridian-IQ...
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Discovery Data Publishes
U.S. Financial Services Industry Branch Study

April 15, 2016

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has published the latest edition of its U.S. Discovery Data Financial Services...
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Discovery Data Publishes
2015 Rep Movement Study

March 17, 2016

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has published a new edition of its Discovery Data Rep Movement Study...
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Discovery Data Releases a Mapping Tool to Visualize Branches and Analyze and Manage Territories

March 15, 2016

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has released a powerful
new mapping tool...
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Discovery Data
Completes Redesign to Deliver Improved Financial Services Industry Targeting

October 26, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, has completed its search experience redesign...
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Discovery DataLink
for Salesforce.com
Rolls Out More Robust Audience Criteria

October 26, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, has rolled out the newest version of its Salesforce.com app, Discovery DataLink™...
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Discovery Data: Clear Evidence of Major Shift in Advisor Marketplace

Retail RIA Channel - A Ten Year View
details accelerating trend in independently owned retail RIA channel

September 9, 2015

Discovery Data, a leading financial services industry provider of data and analytics, today...
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Discovery Data Updates its Long-Term Aging of the Advisor Population Study,
2008 – 2014

September 2, 2015

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its...
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Discovery Data
Launches Redesign Dramatically
Improving Financial Services
Industry Targeting

August 20, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, has redesigned and added functionality to...
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Discovery Data
Expands its Lead with Enhanced Search Experience

June 15, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, has implemented exciting enhancements to...
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Discovery Data
Publishes Inaugural Edition
of the Almanac

April 6, 2015

Discovery Data, a leading financial services industry provider of data and analytics on firms and professionals, has published the...
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Discovery Data Hires Head of Business Development

March 23, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, announced that it has hired John Gulino...
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Discovery Data Surpasses One Million Insurance Agents with Emails Available

February 13, 2015

Discovery Data, a leading financial services industry provider of data on firms and professionals, has surpassed one million insurance agents with...
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Discovery Data Releases Fully Automated Data Integration App, Discovery DataLink, for Salesforce.com

July 7, 2014

Discovery Data, a leading financial services industry provider of data on firms and professionals and recognized expert in CRM data hygiene...
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Discovery Data Hires
Director of Research

June 30, 2014

Discovery Data, a leading financial services industry provider of data on firms and professionals, announced that it has hired Jim Hyland...
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Discovery Data
Introduces Interactive Market Insight Dashboards

June 29, 2013

Today Discovery Data introduced Discovery Data Market Insight Dashboards™, providing clients for the first time with direct access to...
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Number of RIA Firms
within Discovery Data
Surpasses 30,000

April 8, 2013

Discovery Data announced today that the number of investment advisory (RIA) firms within its online system has surpassed 30,000...
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Discovery Data Adds Team
Details to Industry Leading
Advisor Profiles

February 23, 2013

Discovery Data has added a new search filter, Team Available, to assist clients in narrowing the universe of reps down to a target list...
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Discovery Data Expands RIA Industry View to Include Exempt Reporting Advisers

February 15, 2013

Discovery Data RIA now offers information on over 2,300 Exempt Reporting Advisers (ERAs), expanding clients' industry view to over 29,500...
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Discovery Data Clients
Add 1,000 Users Since
Launch of New System

November 6, 2012

The leading financial services industry data provider, Discovery Data, has announced the addition of 1,000 users since the launch of...
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Discovery Data Adds
One Million Pinpoints

July 16, 2012

Discovery Data has announced the addition of over one million personal profile and contact data points for financial services industry...
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Discovery Data Introduces
the Only Single View of Financial Services Industry

April 3, 2012

Today Discovery Data has made available the only database offering a single view of the financial services industry...
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Discovery Data
Launches World Class
Online System

April 3, 2012

Discovery Data has launched a new, state-of-the-art online system providing access to its revolutionary new consolidated financial...
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