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The market leader in financial services industry data, insights, and analytics.

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News: Fewer Licensed Reps are Managing More AUM

News: Fewer Licensed Reps are Managing More AUM

New Discovery Data research deep dives into COVID-19 impact on rep movement.
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Institutional Shareholder Services Closes Acquisition of Discovery Data

Institutional Shareholder Services Closes Acquisition of Discovery Data

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NEW! Advisor Intent Indices

NEW! Advisor Intent Indices

The leading measure of financial advisor buying intent.
See Advisor Intent Indices
Podcast: Discover and Reach New Markets Through Snowflake Data Marketplace

Podcast: Discover and Reach New Markets Through Snowflake Data Marketplace

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Video: Predicting Advisor Behavior Using Advanced Data Science

Video: Predicting Advisor Behavior Using Advanced Data Science

Surface timely, active interests specific to an individual advisor. Learn how predictive data can enhance your recruiting, distribution, and marketing efforts.
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Data and solutions for firms covering financial services and insurance markets.

Our Data

Financial Services

BD, RIA, and Trust firms and professionals.

Broker-Dealer

Comprehensive BD rep and firm data.

RIA

Comprehensive RIA firm and rep data.

Insurance

Agents by license types, specialties, and more.

Diversity & Inclusion

Reflect the clients and communities you serve.

Intent

Predictive financial advisor data intelligence.

Interests & Lifestyle

Personalized recruiting and distribution.

Solutions by Industry

Asset Management

Accelerate distribution and increase AUM.

Insurance

Power agent recruiting and product distribution.

Solutions by Use Case

Lead Generation

Activate revenue efforts with high-quality leads.

Data Correction

Cleanse, update, and activate your database.

Go-to-Market Campaigns

Execute multi-channel initiatives.

Talent Acquisition

Find and connect with the right candidates.

Raise Capital

Power distribution and increase AUM.

New Market Entry

Gain the confidence to master your market.

Product Launch

Informed insights and flawless execution.

Fueling impact for leading firms.

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Discovery Data FRAME

Our unique approach to ensure accurate and actionable data.

Behind Discovery Data’s ability to deliver the most accurate and impactful data for the financial services and insurance markets is the Discovery Data FRAME.

Explore Discovery Data FRAME

What could you do with the industry’s most accurate data?

  • 2.5 Billion Data Points
  • 2.7 Million Professionals
  • 2,500 Data Fields
  • Learn how Discovery Data can power your business.
Financial Services Insurance
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Activate your target market and make decisions that accelerate growth.

MarketPro
  • Intelligence tool
  • Navigate complex markets
  • Generate qualified leads
  • Surface industry trends
MarketSage
  • Market visualization suite
  • Leverage actionable insights
  • Track industry movement
  • Uncover new segments
MarketLink
  • Real-time data updates
  • Automate with API and Feeds
  • Cleanse your existing records
  • Enrich all inbound leads
MarketReach
  • Go-to-market expertise
  • Deliver marketing impact
  • Drive awareness to products
  • Optimize campaigns
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Trusted by the world’s most innovative companies.

19

Years in the Business

1K

Enterprises Supported

95%

Customer Retention Rate

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