Discovery Data

Discovery Data offers the only database with a single consolidated view of the financial services industry, including 34,000 firms and over 2 million professionals. The world's largest, most successful and fastest growing asset managers, broker-dealers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States

Holly Carafa

Executive Director, Head of Data Operations

Kyle Ebbets

Senior Vice President

Ryan Ginsberg

VP, Data Integration

Joseph Nieves

Data Associate

1 past transactions

Meridian-IQ

Acquisition in 2016
Meridian-IQ's next generation sales and marketing workflow engine now incorporates the deepest and most accurate advisor database, including deep data from S&P Capital IQ on Registered Investment Advisers (RIAs) and Broker-Dealers (BDs) from the directories formerly known as the "Blue Book" and "Red Book", which lever relationships spanning up to 25 years, in combination with cutting edge time management tools and business planning software.
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