Data Subscriptions

The ultimate data source for
the industry.

Discovery Data offers a consolidated view of the financial services and insurance industries, including 40,000 firms and over 2 million professionals along with hundreds of profile data points. An annual subscription 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. 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.

 
 
Data Subscriptions

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

See which data subscription works best for you.

 

Financial Services Industry

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All firms and 740,000 professionals including advisors and executives

Headquarters, branch and home addresses and phone numbers

Business and personal email addresses

Titles, licenses, success and experience

Advisor teams, all reps in branch and professional websites

 
 

Insurance Agent

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Over 2 million insurance agents
 

1.8 million emails, 1.9 million phone numbers and 2.1 million addresses

19 million carrier appointments and 19 million licenses

Work and home addresses and phone numbers

Business and personal email addresses

 
 
 
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Subscriptions include:

 

A dedicated account manager. You never have to log into Discovery Data—we will do the work for you!

 
 

Unlimited access to the data, weekly updates and
no hidden fees

 
 
 
 
 

Validated mailing and email addresses

Make better decisions for your business.

Using decades of historical data and monthly updates we are able to provide an in-depth overview of the industry along with forecasting capabilities all within an interactive application, making our market insight a necessity for strategic or business planning.

 

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Market Insight

We have the entire industry in one place.

Our dataset is the only one of its kind.
Request a live tour

 
 

40,000

Firms

4,000 Broker-Dealers
35,000 Investment Advisers
2,200 Trust Companies

2+ Million

Professionals

740,000 Advisors & Key Staff

Covering retail and institutional channels

Financial Advisors
Advisor Assistants
Branch Managers
Planning Specialists
Executives / Owners
Corporate Functions

Investment Bankers
Traders
Portfolio Managers
Research Analysts
Executives / Owners
Corporate Functions

2 Million Agents

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