Bregal Milestone
03 Dec 2024
The acquisition expands Discovery Data’s client coverage to 1,200 institutions and over 20,000 users across asset managers, wealth advisors, custodians, clearing firms, insurance companies and service providers.
Bob Herrmann
CEO - Discovery Data
Financial Media Group clients should visit Discovery Data’s welcome page to learn more.
Discovery Data offers a consolidated view of the financial services industry, including all BD and RIA firms, over 700,000 reps, 2,200 trust companies and 1.8 million insurance agents. Access is provided via subscription to an online portal and through a Salesforce app, custom API integrations, and secure HTTPS and FTP sites. In addition, Discovery Data is the industry leader in CRM data hygiene services and experts in data-driven market insight and marketing campaigns. Many of the world’s largest and most successful institutions rely on Discovery Data to understand the industry, and to identify, reach and do business with firms and professionals throughout North America. For more information, contact (646) 798-7770 or info@discoveryco.com.
Discovery Data