Discovery Data Reviews
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Write a ReviewJesse P
Senior Account Executive
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Describe the project or task the provider helped with:
Discovery Data has helped me find new financial advisors to call that I wouldn't have found normally. When I am looking for new people to call, I can create some pretty intelligent reports that narrow down my search quite a bit. I like that I can search for advisors that have developed businesses that are part of specific broker dealers that have current websites. Review collected by and hosted on G2.com.
What do you like best?
I like that the list is extremely comprehensive. I feel like every single financial advisor is in the system. Sometimes I make reports that show all the recent advisors that did a broker dealer change Review collected by and hosted on G2.com.
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