Discovery Data Reviews & Product Details

Discovery Data Overview

What is Discovery Data?

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives. In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments.

Discovery Data Details
Product Description

Discovery Data helps companies grow their business in the financial services and insurance industries through data and analytics delivered through cloud-based applications, CRM integrations and data-driven marketing and market insights. Our robust profiles on 40,000 BD and RIA firms, over 730,000 active registered reps and over 2 million insurance agents allow asset managers, wealth managers, insurance companies and financial technology providers to recruit qualified candidates, expand distribution and deliver precision targeted sales and marketing outreach.

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921 Twitter followers
LinkedIn® Page
74 employees on LinkedIn®
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Discovery Data Reviews

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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

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

What do you dislike?

I find the software incredibly time consuming to search through. It rarely feels easy to find new people. Sometimes I feel like I am going through a lot of records in order to find just a few new qualified people to call. Review collected by and hosted on

Recommendations to others considering the provider:

I would recommend the salesforce integration so you don't have to be operating in two different systems and manually adding new people to your CRM Review collected by and hosted on

What problems are you solving with the provider? What benefits have you realized?

As our sales team grew, we were able to get access to more advisors to call and make more niche reports. Review collected by and hosted on

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