Discovery Data provides data, insights, and analytics on financial advisors and agents at broker-dealers, RIAs, trust firms and insurance companies.
Discovery Data also publishes indices of financial advisor buying intent.
The database covers 2.7 million professionals.
The data is used by asset and wealth management firms, insurance companies, and service and technology providers.
Discovery Data is part of Institutional Shareholder Services’ Market Intelligence (ISS MI) business unit.
Information on The Fund Marketer is for general informational purposes only and comes from the organizations we list. We may enter into commercial relationships with organizations that allow them to add additional content to their listings. We don't verify information or provide recommendations. For more details, see About Us and Terms.
