Financial Services Industry

Access the only consolidated view of the financial
services industry.

Our Financial Services Industry dataset provides extensive information on all firms and over
750,000 professionals.

Financial Services Industry Data

Data Analysts

Data Fields




Do business with the financial services industry.

Expand distribution, recruit candidates, establish selling
agreements, and uncover additional opportunities and partnerships.


Detailed profiles on
asset managers,
wealth managers and trust companies


Contact information
for financial advisors, owners, gatekeepers and research directors


Advisor success indicators including a specific overall score and quintile grouping


Firm filters
including 40+ business types, AUM and investment strategies


Ability to save
dynamically update
your target audience
or territory


PDF call lists and
Excel spreadsheets
for sales and marketing campaigns


Online tools to see all reps in branch, view on LinkedIn and map your search results


CRM and
data warehouse connections
to automate
data updates

What are the benefits of a
Financial Services Industry subscription?


Search for people and companies


Create effective call lists and efficient
travel plans


Know which firms and reps are new to
the industry


Target direct mail and email to only
your market


Track rep movement and channel changes


Understand your market share


We're expanding our relationship because the
data is the best and the service is fantastic!


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