BROKER DEALERS

​DATABASE & PORTAL
Built by a team of experienced industry veterans, our Broker Dealer solution provides information on 3.5k Broker Dealer Firms and over 10k Executives.

WHY

Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Broker Dealer Firms and their Executives for marketing and recruiting efforts.  Or, add to your current database of information for a more robust and complete view of Broker Dealers and Executives.

HOW

Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.

OUR DATA - BY THE NUMBERS​​​​

Please contact us for a complete listing of hundreds of data points including:

3.5 k

Broker Dealer Firms - include all actively registered

14 k

Executive Records

138 k

BD Branch Offices
We have relevant and unique information:

Number of years in the business
Multiple points of contact
Professional Designations
Number of BD Affiliations
States Registered
Multiple CRDs
​Exams
and more

OUR SERVICES

​​Database Subscriptions
CRM Integration & Custom File Delivery
Customized Reporting and Report Delivery
Data Matching Cleansing & Updating
Digital Advertising
Email Distribution Services
Firm & Advisor Movement Reports
Outbound Calling & Script Writing
Team Access
We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.

​Our proprietary web portal is easy to use and intuitive, enabling you to target the professionals you most want, whether your search criteria returns 100 Agents, or 100k. 

We have professionals in our database you most likely have not targeted before.

For a subset of the professionals, we have multiple entries for particular data points - ​i.e., more than one email address.
We take meticulous steps to ensure the quality of our data - we don't guess.

​We consider ourselves an extension of your Team.
​
We provide notification of changes/updates to our data.​

We continuously update our databases.

​We offer a variety of upload and download capabilities.
​
We spend time with our clients to get them the best information available in order to help them meet their goals and objectives.