MarketPro powered by Discovery Data

Whether you're targeting wirehouse or independent broker-dealers, RIAs, or insurance agents, MarketPro helps you reach the right financial professionals and identify opportunities to grow your business.

Leveraging 20+ years of industry expertise, we aggregate, cleanse, and maintain data on 3 million-plus professionals and 45,000 firms, delivering reliable, up-to-date intelligence to guide your go-to-market strategy.

With over three million financial advisory and insurance professionals active in the US, keeping track of new entrants and movements between firms is crucial. The Rep Movement Report is your comprehensive guide to the ever-changing advisor landscape. With full industry coverage including RIAs, broker-dealers, and insurance agents, the Rep Movement report is essential reading.

Download the report

White Glove Support

Regardless of your subscription level, all of our clients have access to our Client Success team. Our dedicated and knowledgeable team is available to help you effectively use MarketPro to its fullest capabilities.

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Private Funds Data

Identify private investment opportunities, conduct competitor analysis, and segment by fund type with the comprehensive private investment funds data, all in one place. MarketPro, powered by Discovery Data, covers over 90,000 private funds. Drive more efficient distribution strategies in this rapidly growing industry segment.

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Territory Builder & Map View

Our powerful, and user-friendly interface includes the ability to visualize reps and agents on an interactive map. MarketPro, powered by Discovery Data, includes a territory builder which allows you to create segments based on your firm’s specific criteria.

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Wealth Management & Insurance Database

Intuitive Interface

Improve productivity in an interface designed for how you work.

Unified Profiles

Obtain a complete picture across all industry channels.

Accurate Profile Data

Get trusted information on financial services and insurance professionals and firms.

13F & ETF Data

Provides deeper insights on ETF market trends and flows across RIA holdings.

Segmentation Tools

Create different segments of your marketplace easily.

Actionable Workspace

Conduct your daily outreach right in MarketPro powered by Discovery Data.

Customizable Profiles

Surface only the profile elements that are important to your teams.

Marketplace Builder

Build a list of professionals, firms, and branches in your market.

Analyze Performance

Track advisor and firm growth with success level and asset allocation details.

Industry Alerts

Set up custom notifications to alert you of changes in your market.

Collaboration Tools

Accomplish team goals using shared workspaces, notes, and more.

Engagement Statuses

Like or hide profiles using status indicators.

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

Advisors & Key Staff

0 K

Reps Moved to a New Firm

0 K

Insurance

Total Insurance Agents

0 M

Appointments Updated

0 M

CASE STUDIES

Helping Partners. Reaching the Target.

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.

AAA >

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 >

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 >

ISS MI FRAME

Our unique approach to ensure accurate and actionable data

Fuel
We collect, align, and connect millions of data points

Refine
The data is refined through stringent verification and cleansing processes

Analyze
Our proprietary logic and data team analyze the data for any gaps

Magnify
Augmented with additional predictive data, actionable datasets are created

Execute
Data is delivered through live methods and cloud-based solutions

Ready to Grow? Book a Demo

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