Complete Coverage of the Financial Advisor and Insurance Agent Channels
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Distribution and recruitment intelligence for growth-focused teams.
MarketPro Discovery helps asset managers, wealth managers, insurance providers, recruiters, and service providers discover, profile, and engage financial advisors and insurance agents.
Combining verified contact profiles, firmographics, 13F holdings, territory mapping, and more, the platform helps accelerate business development through targeted sales, marketing, and recruitment efforts.
Market coverage across wealth management teams, RIAs, wirehouse advisors and independent broker-dealers, family offices, insurance agents.
Impact your team can rely on.
The financial advisor and insurance agent landscape is vast, delivering opportunity that's matched by its complexity. Identifying the right professionals, tracking changes, and prioritizing outreach can require significant time and effort without the right intelligence.
Find Talent, Spot M&A Opportunities
Empower your growth strategy or succession planning: Deep industry intelligence helps you identify, prioritize, and connect with high-value candidates, teams, and firms.
Reach the Right Decision-Makers
Clean contact data and detailed individual and firm profiles ensure Marketing and Sales engage intermediaries with confidence.
Stop Chasing Updates, Automate Them
People enter the industry, move, retire, add registrations, licenses, and carrier appointments. Firms launch, merge, and close. We capture every change, and update every record.
Plan Smarter with Territory Builder & Map View
Assign coverage by region, state, or ZIP code clusters. Get the most from every trip: segment prospects and plan with precision using interactive maps.
Identify and segment with advanced search, filtering, and geographic mapping.
MarketPro’s combined intelligence covers every critical data point you need to discover, profile, and engage.
Featured data coverage
Advisor & Agent Contact Data & Profiling
Credentials, Licensing, & Registrations
Team Structures & Roll/Title Mapping
Rep. Movement & Opportunity Signals
Allocations & 13F Holdings
Client Demographics
Production & Growth Metrics
Custodian & Tech Stack Mapping
Personal Signals (Alma Mater, Interests, etc.)
The market leader in wealth management and insurance industry data, insights, and analytics.
760K
Financial Advisors
and Key Staff
45K / 203K / 19K
Wealth Firms /
Branches / Teams
Branches / Teams
2.5M
Insurance Agents
500+
Data Filters
Wealth Management
Dually Registered Reps
0
BD Only Reps
0
RIA Only Reps
0
Insurance & Annuity
Life & Health Agents
0
M
Property & Casualty Agents
0
Carrier Appointments
0
M
As of Jun, 2026
Data delivery
Platform access. Search and filter the complete database through our web platform. Save searches, create lists, and export results. Set up alerts for important changes.
Seamless integration. MarketLink, our integration tool, simplifies how MarketPro data is received into your systems. Whether loading into CRMs, BI tools, or data lakes/warehouses, we ensure ease, customization, and minimal disruption to workflows.
Targeted marketing and outreach
Effective distribution requires consistent, quality outreach. For firms with limited sales and marketing resources, our MarketReach services run email and call sequences on your behalf to the exact advisor targets you select from MarketPro Discovery. Working hand-in-hand with your team we build, test, execute, and optimize campaigns to help achieve your growth goals.
Frequently Asked Questions
With verified advisor/agent and firm data, sales staff spend less time researching prospects and more time engaging them. This leads to more meetings, better‑qualified conversations, and faster conversion at every stage of the sales cycle.
Yes. By revealing advisor/agent density, production potential, and product alignment the platform helps sales leaders design more effective territories, rebalance workload, and deploy sales staff where they can have the highest impact.
You can segment producers by region, licenses, specialties, experience level, product preferences, and business model characteristics. This ensures Sales and Marketing focus on the right producers with the messages most likely to resonate.
Absolutely. Real‑time updates on advisor/agent transitions, firm consolidations, and channel‑level shifts help teams stay proactive, protect existing relationships, and capitalize on new opportunities as they emerge.
Marketing teams gain access to clean, enriched data that enables more precise segmentation and personalization. This improves campaign performance, aligns messaging with producer needs, and strengthens product‑launch support.
Yes. You can prioritize the right producers by evaluating their business models, licenses, appointments, and 13F holdings to pinpoint replacement opportunities and product gaps.