Promote your products, services and industry solutions with access to Discovery Data. Our database offers extensive firm and professional data to help you segment the market, limit sales calls to only your target audience, conduct market research, increase brand awareness, understand the competitive landscape, and deliver your message via email and direct mail campaigns.
Get Your Story in Front of Decision Makers
Our database is updated weekly to provide you with the most accurate and up-to-date information on all broker-dealers (BDs) and investment advisory (RIA) firms, 2,400 trust companies and over 2 million professionals including reps, advisors, insurance agents and executives. Utilize these key data fields to help get your story in front of decision makers:
- Work and home addresses and phone numbers
- RIA types, investment strategies, advisory services, fee structures and much more
- RIA Firm Assets Under Management (AUM) and BD Rep AUM, in certain cases
- BD profiles including types and footprints (e.g. wirehouse, independent, regional)
- Radius tool to locate targets in certain towns/areas
- Extensive rep profiles including types, success likelihood and firm registration history
- Insurance and securities licenses
- Business and personal email addresses
- Carrier appointments
- Personal trust and retirement plan accounts
Our data services and market insight give you the edge you need to stay ahead in a competitive marketplace. Last year alone we recorded thousands of new RIA firms and tens of thousands of reps in our database as having switched BDs, and continue to track industry movement and new entrants to analyze and notify you as these changes take place.
"Discovery Data saves us a substantial amount of time when it comes to establishing relationships with independent BDs and reps...
Financial Services Software Provider
"Through the use of Discovery Data we are able to better target prospective students for our educational programs...
Extensive data, combined with exceptional client service, has provided a success rate that has far surpassed our expectations."
Financial Planning Program Director