Press Releases

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

Discovery Data Publishes 2017 Rep Movement Study

May 2, 2018

Discovery Data, the 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...

 
 

Discovery Data Updates its Long-Term Rep Movement Study, 2009 – 2017

May 2, 2018

Discovery Data, the 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...

 
 

Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers

March 12, 2018

Discovery Data, the leading financial services industry provider of data on firms and professionals, has partnered with...

 
 

Discovery DataLink Surpasses
5 Billion Client CRM Data Fields Updated or Verified

February 8, 2018

Discovery Data, the leading financial services industry provider of data on firms and professionals and recognized expert in CRM data hygiene, has surpassed five billion client data fields updated or verified by its...

 
 

Discovery Data and BizEquity Partner to Create an Industry Standard for Valuing Financial Advisors

New Big Data and Cloud based service offers a free initial valuation and report for advisors to value their own business

August 21, 2017

Discovery Data, the leading provider of...

 
 

Discovery Data and OneWire Forge Strategic Alliance to Strengthen Financial
Services Recruiting

Partnership will provide clients access to a dynamic portfolio of data and human capital solutions

August 8, 2017

Discovery Data, the leading financial services...

 
 

Discovery Data Releases Much Anticipated Enhancements to its Salesforce.com App

April 28, 2017

Discovery Data, the leading financial services industry provider of data on firms and professionals and recognized expert in CRM data hygiene, has launched a dramatically enhanced Salesforce.com app.

 
 

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

March 21, 2017

Discovery Data, the leading financial services industry provider of data and analytics, has...

 
 

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, the leading financial services industry provider of data on firms and professionals, announced today that it has recorded...

 
 

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...

 
 

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...

 
 

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...

 
 

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...

 
 

Discovery Data Releases a Mapping Tool to Visualize Branches and Analyze and Manage Territories

March 15, 2016

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has released a powerful
new mapping tool...

 
 

Discovery Data Completes Redesign to Deliver Improved Financial Services Industry Targeting

October 26, 2015

Discovery Data, the leading financial services industry provider of data on firms and professionals, has completed its search experience redesign...

 
 

Discovery DataLink for Salesforce.com Rolls Out More Robust Audience Criteria

October 26, 2015

Discovery Data, the leading financial services industry provider of data on firms and professionals, has rolled out the newest version of its Salesforce.com app, Discovery DataLink™...

 
 

Discovery Data Updates its Long-Term Aging of the Advisor Population Study, 2008 – 2014

September 2, 2015

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its...

 
 

Discovery Data Launches Redesign Dramatically Improving Financial Services Industry Targeting

August 20, 2015

Discovery Data, the leading financial services industry provider of data on firms and professionals, has redesigned and added functionality to...

 
 

Discovery Data Expands its Lead with Enhanced Search Experience

June 15, 2015

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

 
 

Discovery Data Publishes Inaugural Edition of the Almanac

April 6, 2015

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has published the...

 
 

Discovery Data Surpasses One Million Insurance Agents with Emails Available

February 13, 2015

Discovery Data, the leading financial services industry provider of data on firms and professionals, has surpassed one million insurance agents with...

 
 

Discovery Data Releases Fully Automated Data Integration App, Discovery DataLink, for Salesforce.com

July 7, 2014

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

 
 

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...

 
 

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...

 
 

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...

 
 

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...

 
 

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...

 
 

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...

 
 

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...

 
 

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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