--- title: Discovery Data Reviews meta\_title: 'Discovery Data Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Discovery Data works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 4 scale: '5' date\_modified: '2026-07-12' parent\_category: name: Marketing Services url: https://www.g2.com/categories/marketing-services --- # Discovery Data Reviews & Provider Details Claimed ###### Profile Status This profile is currently managed by Discovery Data but has limited features. Are you part of the Discovery Data team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Discoveryco](https://www.g2.com/sellers/discoveryco) Discussions [Discovery Data Community](https://www.g2.com/products/discovery-data/discuss) Overview by Calie Valore (Digital Marketing Specialist at Discovery Data) Show More ## Top-Rated Alternatives [ ![Deloitte Consulting](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Deloitte Consulting") Deloitte Consulting 4.2/5(66) ](https://www.g2.com/products/deloitte-consulting/reviews) [ ![Direct Online Marketing](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Direct Online Marketing") Direct Online Marketing 4.9/5(48) ](https://www.g2.com/products/direct-online-marketing/reviews) [ ![RevOps Global](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RevOps Global") RevOps Global 5/5(55) ](https://www.g2.com/products/revops-global/reviews) [ View All Alternatives ](https://www.g2.com/products/discovery-data/competitors/alternatives) ![Brittania C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brittania C.") BC Brittania C. Sales Development Representative Mid-Market (51-1000 emp.) 10/31/2022 "A Great Resource for anyone!" 5/5 What do you like best about Discovery Data? I like that I can search for any name, and the information is available 90% of the time. Review collected by and hosted on G2.com. What do you dislike about Discovery Data? The phone number to the Broker-dealer is sometimes the only information available. Review collected by and hosted on G2.com. Recommendations to others considering Discovery Data: Reach out to the team to schedule a tutorial. The team is always willing to help! Review collected by and hosted on G2.com. What problems is Discovery Data solving and how is that benefiting you? Finding advisors and their business contact information fairly easily. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ryan P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan P.") RP Ryan P. Senior Account Executive Small-Business (50 or fewer emp.) 4/28/2022 "Excellent Lead source" 5/5 Describe the project or task Discovery Data helped with: Finding leads and getting detailed data on people. Experience, how many people are in the office etc. Great tool. Review collected by and hosted on G2.com. What do you like best about Discovery Data? The detail that they provide is amazing. Review collected by and hosted on G2.com. What do you dislike about Discovery Data? It took a bit to get use to running queries and getting things to load a little slow sometimes. Review collected by and hosted on G2.com. Recommendations to others considering Discovery Data: Great tool to get detailed info on prospects Review collected by and hosted on G2.com. What problems is Discovery Data solving and how is that benefiting you? Detailed data helps me get a picture of who a prospect is. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/3/2022 "Discovery Data" 4.5/5 What do you like best about Discovery Data? Ease of use and specific to financial service industry Review collected by and hosted on G2.com. What do you dislike about Discovery Data? Not all integrations are available to connect to 3rd party apps Review collected by and hosted on G2.com. What problems is Discovery Data solving and how is that benefiting you? Providing high-level and detailed BI analytics for Financial Services. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Discovery Data for G2 to provide buying insight. 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Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Discovery Data ](https://www.g2.com/products/discovery-data/discussions/new) GU Guest User What is Discovery Data used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-discovery-data-used-for) [ View all Discussions ](https://www.g2.com/products/discovery-data/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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