Discovery Data

Discovery Data specializes in providing comprehensive information services tailored for the financial services and insurance sectors. It maintains the only database that offers a consolidated view of the industry, encompassing 34,000 firms and over 2 million professionals. Recognized by leading asset managers, broker-dealers, clearing firms, and insurance companies, Discovery Data's solutions support clients in understanding the financial landscape. By offering proprietary data, insights, and analytics on registered investment advisers, brokers, and insurance agents, the company enables its clients to effectively identify, assess, and capitalize on new business opportunities within the U.S. market.

Holly Carafa

Executive Director, Head of Data Operations

Kyle Ebbets

Senior Vice President

Ryan Ginsberg

VP, Data Integration

Bob Herrmann

President and CEO

Adam Kornegay

Director of Data Analytics

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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