Discovery: Intelligence on Financial Professionals and Firms

Discovery is the premier provider of intelligence on financial professionals and firms to help build your client relationships and gain new business. Our web-based databases offer extensive information on all 28,000 registered investment advisers, nearly 600,000 registered representatives, 5,200 broker/dealer firms, over 1.5 million insurance agents and 2,000 trust companies to help firms sell and market effectively. In addition to our databases, we assist our clients with the design and execution of marketing and sales initiatives, and provide specialized industry consulting.

The Discovery products and services are used by mutual fund companies, broker/dealer firms, insurance companies, banks, service providers and many other sectors to help indentify qualified prospects, increase client base through profiling and segmentation, communicate messaging effectively and assist with overall strategy and goals.