Full Industry Coverage
- All registered BD and RIA firms and registered reps
- Millions of licensed insurance agents
- Thousands of trust companies and key staff
- 10+ years of retirement plan-level investment and service provider intelligence across the largest DC plans covering $6T in assets.
Consolidated View
- RIA only, Dually Registered BD-RIA, and BD only profiles
- Easily view detailed profiles of financial service reps and licensed insurance agents
Expansive & Accurate Contact Information
Direct Dial Phone Numbers
Branch and Firm Available
Business and Personal Emails
Validated for Mass Emailing
Business and Personal Mailing Addresses
USPS Certified
Locations and
Geo-coordinates
Latitude and longitude
Social Media Profiles on Rep and Agent Records
Including LinkedIn, Twitter, and Facebook
Ease of Integration, Data Cleansing and Enrichment
Optimize your CRM through data cleansing and enrichment services, making sure your firm and contact data is always complete, accurate, and actionable. Benefit from the flexibility to integrate data through APIs, feeds and specialized datasets.
CASE STUDIES
Helping Partners. Reaching the Target.
Nitrogen partnered with MarketPro to access the accurate and robust data and the consultancy services needed to advance in the market. As a result, Nitrogen experienced a monumental return upon its investment to the tune of 600%.
Nitrogen Wealth >
MarketPro’s ability to provide Morningstar with a seamless connection to the marketplace through its intelligence tool and MarketLink API has allowed Morningstar to maintain an accurate and complete view of the advisor landscape, while creating new leads and significantly increasing their ROI.
Morningstar >
By engaging with MarketPro’s intelligence platform and email and call center MarketReach services, the AAA team touts its email marketing campaigns as having great responses, with a 98% delivery success rate and an email open rate consistently in the double digits.