Data Subscriptions

Effectively target opportunities.

Discovery Data helps companies grow their business in the financial services and insurance industries. We provide detailed profiles on 40,000 firms and over 2 million professionals.

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Data Subscriptions

See which data subscription works best for you.


Financial Services Industry

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All firms and 750,000 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


Subscriptions include:

Weekly Data Updates


Validated Emails


Certified Mailing Addresses


Do Not Call Indicators


Territory Builder


Trip Planner


Client Success Team

Marketing services.

Discovery Data is a full-service marketing agency that leverages our
data-targeting capabilities and multi-channel
solutions to execute engaging
campaigns to the financial services and insurance industries.



Communicate timely
messaging regarding industry or
business changes, send invitations
to virtual events and more with our
email marketing programs.


Call Center

Ensure a consistent
flow of leads and recruiting
candidates utilizing our call center
team to initiate the conversation
and set appointments.


Ad Targeting

Create a customized online
experience with ad targeting to
current and prospective clients. List
matching is available along with lookalike audiences.



Continue the discussion offline
with a direct mail campaign sent on your behalf to your target market. Our services include creative design, fulfillment and tracking.


Actionable intelligence.

Using over a decade of historical information encompassing 100 billion data points, 70,000
firms and 4 million
professionals, Discovery Data Insights provides actionable intelligence on
the financial services and insurance industries within
a simple to use, powerful, cloud-based
data platform. Let us help you identify strategic opportunities to grow your business.


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We have the entire industry in one place.

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




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

2+ Million


750,000 Advisors & Key Staff

Covering Retail and Institutional Channels

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

Investment Bankers
Portfolio Managers
Research Analysts
Executives / Owners
Corporate Functions

2 Million Agents

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