Discovery Data

Discovery Data offers a consolidated view of the financial services and insurance industries, including all BD and RIA firms, over 725,000 reps, 2,200 trust companies and over 2 million insurance agents. Access to the firm's data is provided via subscription to an online portal and through Discovery Data's CRM and API integrations. In addition, Discovery Data is the industry leader in data hygiene services and expert in data-driven market insight, email marketing campaigns and outbound call center lead generation. Many of the world's largest and most successful institutions rely on Discovery Data to understand the industry, and to identify, reach and do business with firms and professionals throughout North America.