MarketPro Discovery powered by Discovery Data is a financial adviser, broker-dealer and insurance distribution intelligence platform that helps sales, distribution, marketing and recruiting teams identify, segment and engage the right financial professionals.
MarketPro Discovery combines firmographic, contact, territory, licensing, appointment, holdings, and movement data across more than 3 million financial professionals and 45,000 firms, giving go-to-market teams a complete view of the wealth management and insurance landscape.
Everything you need to understand and reach your target market
Find the Right Prospects
Understand Your Market
Execute More Effectively
Adapt to Market Changes
Marketplace Builder
13F & ETF Data
Actionable Workspace
Rep Movement Tracking
Segmentation Tools
Performance Analysis
Collaboration Tools
Industry Alerts
Accurate Profile Data
Territory Builder
Engagement Statuses
Unified Profiles
Identify and Segment Your Target Market
Quickly segment your target market using our territory builder feature and hundreds of filters across region, industry focus, firm type, size, titles, licenses, and more. Pinpoint advisors most likely to use your products or find every insurance agent in the U.S. by license, then keep tabs on your highest‑priority prospects.
In-depth look into Advisors' Books of Business
Gain visibility into the solutions advisors prioritize. Target specific asset classes, track year‑over‑year asset growth, and spot shifts in allocation models. Access insurance companies’ carrier appointments—including agent name, group, and issue and expiration dates.
Find, Connect, and Deliver the Right Candidates
Our broad financial advisor and insurance agent coverage gives you the data you need to identify and recruit leading financial professionals. With MarketPro, you can target, rank, and engage candidates with ease.
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 direct CRM APIs, open APIs, feeds, and cloud-based delivery.
Our Data Coverage
Our datasets are unmatched in the industry, providing deep coverage of financial and Insurance professionals and firms. MarketPro tracks RIA, BD dually-registered, and independents rep movement weekly.
Financial Services
Insurance
Get up-to-date activity highlights for Agents, Reps, and Firms added throughout all industries. See our coverage by state below.
Related Research & Insights
RIA Aggregators Redrawing the Wealth Management Map
During the five-year period between 2021 and 2025, retail-focused RIAs attracted 9,525 reps from other channels, while independent broker-dealers brought
The Booming Shift Toward RIA Independence Isn’t One-Size-Fits-All
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in
Growing Wave Toward Independence Gains Steam Amid Shifting Wealth Management Channels
A net of more than 2,500 representatives left broker-dealer firms to join RIAs in 2025. Independent channels gathered the second