2019
AccuPoint partners with CNBC to bring you the CNBC FA 100, a ranked list of forward-thinking financial advisory firms.
Click here to see an interview with the number one firm.
AccuPoint surpasses 300 subscribers as it becomes known as an industry leader in providing data solutions as well as marketing / prospecting services.
2018
AccuPoint enters into a strategic agreement with PT Services, offering best of breed telephone campaigns to its clients.
With over 150 clients, AccuPoint continues to grow, servicing firms of all sizes, including many industry leaders.
January - June 2017
AccuPoint launches a variety of services, including CRM integration, Data Hygiene (Matching, Updating & Appending to client's data), Firm and Advisor Movement Reporting, Custom Reporting and File Delivery, and more.
May - December 2016
AccuPoint launches additional databases (RIA, IA, BD, RR), now offering a suite of products to the industry.
AccuPoint launches its first complimentary service - Email Distribution Services.
April 2016
AccuPoint launches its proprietary web portal, providing easy and intuitive access to its database(s) via its subscription model.
March 2016
AccuPoint launches its first database - Insurance Agent - and signs its first client, a major industry data provider.
2015
A group of colleagues begins talking about a gap that exists in the market between the large and small information providers. Determined to fill this gap by focusing on the quality and breadth of data provided, they launch AccuPoint Solutions.
AccuPoint partners with CNBC to bring you the CNBC FA 100, a ranked list of forward-thinking financial advisory firms.
Click here to see an interview with the number one firm.
AccuPoint surpasses 300 subscribers as it becomes known as an industry leader in providing data solutions as well as marketing / prospecting services.
2018
AccuPoint enters into a strategic agreement with PT Services, offering best of breed telephone campaigns to its clients.
With over 150 clients, AccuPoint continues to grow, servicing firms of all sizes, including many industry leaders.
January - June 2017
AccuPoint launches a variety of services, including CRM integration, Data Hygiene (Matching, Updating & Appending to client's data), Firm and Advisor Movement Reporting, Custom Reporting and File Delivery, and more.
May - December 2016
AccuPoint launches additional databases (RIA, IA, BD, RR), now offering a suite of products to the industry.
AccuPoint launches its first complimentary service - Email Distribution Services.
April 2016
AccuPoint launches its proprietary web portal, providing easy and intuitive access to its database(s) via its subscription model.
March 2016
AccuPoint launches its first database - Insurance Agent - and signs its first client, a major industry data provider.
2015
A group of colleagues begins talking about a gap that exists in the market between the large and small information providers. Determined to fill this gap by focusing on the quality and breadth of data provided, they launch AccuPoint Solutions.