Reach highly targeted audiences with Accupoint's AI-enabled solutions. Find the right professionals and firms, uncover actionable insights, and target them with greater precision.
AccupointProfessionals licensed in insurance and registered in securities, with an email on file→ 2 filtersChannel · Agent + RR or IAHas email
| Name | Channels | Firm | Location | Licenses & exams | Contact |
|---|---|---|---|---|---|
| SWSarah K. Whitmore | AgentRRIA | Meridian Financial Group | Chicago, IL | Life · Series 6, 63, 65 | Email on filePhone on file |
| JWJames Whitfield | AgentRR | Carolina Estate Planning | Charlotte, NC | Life · Series 6, 63 | Email on filePhone on file |
| RARobert Alvarez | AgentIA | Desert Bloom Financial | Phoenix, AZ | Life · Series 65 | Email on fileNo phone on file |
| MDMonica Delgado | AgentRR | Gulf Coast Financial Services | Mobile, AL | Life · Series 6, 63 | Email on filePhone on file |
| KBKevin Brennan | AgentRRIA | Keystone Planning Group | Pittsburgh, PA | Life · Series 7, 66 | Email on filePhone on file |
| LBLauren Brooks | AgentIA | Prairie Wind Advisors | Wichita, KS | Annuity · Series 65 | Email on filePhone on file |
| CMCarlos Medina | AgentRR | Rio Grande Financial Group | El Paso, TX | Life · Series 6, 63 | Email on filePhone on file |
Insurance Agents & Agencies, Broker Dealers & Registered Representatives, and Registered Investment Advisors & Investment Advisor Representatives, all resolved into one unified record per person and per firm.
Pick the attributes your team sells, recruits or verifies against, across one unified dataset.
Licenses and carriers from insurance. Exams and employment history from Broker Dealers. Assets, client types and fees from RIAs. All in the same search.
Describe the audience in your own words. Marge turns it into filters you can see, edit and save.
Individuals by business address, from Accupoint's national dataset.
Coverage and data qualityEverything after the search: shareable profiles, audiences that refresh with new data, and delivery that fits your team.
Share any person or firm's profile with your team, including licenses, registrations, firm history and contact information such as email, phone and LinkedIn.
Reads public regulator documents and the web, then returns key facts with their sources.
Save your criteria, re-run it against fresh data, see how the count has changed since the last run, and share it with your team.
Keep the people and firms you want to track in one place, and revisit them as the data changes.
Choose your columns, customize your headers and save your template, then download a file or push it directly to your CRM.
Upload your records and match them by CRD, NPN, email, phone number or name, then append license status, firm information and contact details. Our team can also add licenses, LinkedIn and more, and provides current and historical advisor and advisory firm movement reports.
Connect Accupoint to the AI assistant your team already uses. Ask questions in plain English, and it searches Accupoint's rich, unified, high-quality datasets based on your request.
Three data services our team delivers alongside Accupoint's core licensed professional data: uncover who is visiting your website, identify who is ready to hear from you now based on their internet searches and journey, and identify the consumers you want to reach.
A tag on your website that resolves visits to identifiable people where possible, and tells licensed professionals apart from consumers.
Find people whose research across the web shows interest in the topics you choose, even before they visit your website.
280M+ consumer profiles with contact, demographic, financial indicators and other attributes, to reach on their own or with professional data.
Find prospects that match your target profile using a wide range of attributes (licenses, years in the business, carriers, exams, age, geography and more), then push them directly to your CRM.
Sales intelligenceFind advisors by firm, tenure, exams, registration history and other multiple data points to target advisors that fit your profile.
RecruitingSize your target segment, then use Accupoint's marketing services (bulk email distribution, outbound calling, social campaigns and direct mail) to deliver your message.
MarketingConfirm a license or registration with our team, and revisit a firm's registered population after each data update.
VerificationBring the data into your warehouse or apps through our REST API, SFTP or scheduled feeds.
IntegrationsConnect Claude or ChatGPT through MCP and put Accupoint data inside your AI workflows.
MCP previewPush records from our proprietary web-based portal to your CRM, or have the data delivered on a schedule. You pick the fields and even the column headers.
Accupoint not only provides high-quality data but also actively collaborates on our initiatives. Their commitment is evident through personalized support, responsiveness to our data needs, and the development of innovative products and services.
Todd VilleneuveManaging Partner, IFC National Marketing, an Integrity CompanyBring us your custom data, research or outreach project and we'll build the solution around your requirements.
