New Introducing Discovery Data Retirement Plans, a centralized data source with 800,000 plans and $1 trillion in assets.

The ultimate data source
for the
financial services and insurance industries.

Recruit qualified candidates, expand sales efforts and improve
marketing. Our data subscriptions and
services help you instantly grow
your pipeline and quickly connect you with your target market.

 
 
Search by name, company or group.

Step 1

Search by name,
company or group.

 
Filter on hundreds of data fields.

Step 2

Filter on hundreds
of data fields.

 
View and download your results.

Step 3

View and download
your results.

 
 
 
Visualize your target market, build and realign territories, and access historical information on the financial services industry.
Visualize your target market, build and realign territories, and access historical information on the financial services industry.

Discover the power of data.

Understand Discovery Data with our 2 minute video.

 
Watch Video

Keep your data up-to-date and
automate the process.

Keep your data up-to-date and automate the process.
 
 

Send campaigns and make
calls with confidence.

Send campaigns and make calls with confidence.
 
 

Let us guide you to success.

 
 
 
 

We can help you grow your business.

Recruiting Director,
Major Wealth Manager

“What you accomplished with that one click would have taken us 3 ½ days of work.”

 
 

Marketing VP,
Major Clearing Firm

“We're expanding our relationship because the data is the best and the service is fantastic!”

 
 

Regional Director,
Top Wealth Management Firm

“I have never seen advisor recruiting data this good!”

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

 
 
 
 

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