Discovery Data

Discovery Data specializes in providing comprehensive information services tailored for the financial services and insurance sectors. The company maintains a unique database that offers a consolidated view of the industry, encompassing 34,000 firms and over 2 million professionals. Its proprietary data, insights, and analytics are used by leading asset managers, broker-dealers, clearing firms, insurance companies, and service providers to better understand target markets and identify new business opportunities. Discovery Data's services are recognized as a premier solution in the industry, enabling clients to effectively reach and engage with firms and professionals across 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

2 past transactions

Financial Media Group

Acquisition in 2018
Financial Media Group specializes in providing recruitment solutions and marketing services tailored for the financial industry. The company maintains comprehensive databases that include lists of financial advisors, registered representatives, and insurance agents, facilitating recruitment and employment opportunities. With a focus on delivering verified leads, Financial Media Group employs a team of experienced professionals who utilize targeted email strategies and research tools to generate real-time leads for clients. This approach not only enhances the recruitment process for financial advisors but also allows for easy testing and the creation of personalized content, ultimately promoting client products effectively within the financial sector.

Meridian-IQ

Acquisition in 2016
Meridian-IQ operates a comprehensive research database platform focused on the financial intermediary market in the United States. The company offers a next-generation sales and marketing workflow engine that integrates an extensive and highly accurate advisor database, including detailed information from S&P Capital IQ on Registered Investment Advisers and Broker-Dealers. This database draws on long-term relationships spanning up to 25 years and combines critical data with advanced time management tools and business planning software, enabling financial professionals to enhance their operational efficiency and strategic decision-making.
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