Discovery Data offers a consolidated view of the financial services industry, including 40,000 firms and over 2 million professionals. Our online tools and weekly updates allow you to search, view and export in-depth, up-to-date profiles with information such as business and home addresses, phone numbers and emails, titles, advisor teams, licenses, firm registration history and much more to assist your sales and marketing efforts.
Access to our data is provided via subscription to an online portal and through our Salesforce app, custom API integrations, and secure HTTPS and FTP sites. In addition, we are the industry leader in data hygiene services and experts in data-driven market insight and marketing campaigns.
The world's largest, most successful and fastest growing asset managers, wealth managers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout North America.