data coverage & intelligence

More depth behind every connection

Explore the contact, professional, firmographic, demographic and behavioral intelligence available across Accupoint's data solutions. Connect people with their firms, licenses and affiliations, then add consumer insights and engagement signals for a more complete view of your market.

coverage

Coverage at a glance

Carrier Appointment Intelligence

Explore connections between insurance professionals and carriers, alongside licensing and agency intelligence.

National Insurance Coverage

Insurance agents and insurance agencies nationwide.

Nationwide Securities & Advisory Coverage

Registered representatives, investment advisor representatives, Broker Dealers and RIA firms.

Connected Consumer Intelligence

Available consumer attributes add depth to matched professional profiles.

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measured coverage

People and firms across every channel.

Measured from Accupoint's national dataset. Channels overlap, so channel totals are not added together.

Individuals

3,183,323Unique Individuals

2,726,471Insurance Agents

651,838Registered Reps

440,448Investment Advisor Reps

Companies

279,516Unique Firms

213,117Insurance Agencies

3,240Broker Dealers

43,630RIA Firms

Approximate coverage. Channel totals do not indicate current registration status. Contact us for coverage details

Where the people and firms are

Top states by business address for individuals, and by main office for firms. Measured from Accupoint's national dataset.

Top statesindividuals, by business address

Texas 399,236

Florida 324,000

California 287,496

New York 214,671

Illinois 124,403

North Carolina 116,452

Counted once, across channels

A person licensed in insurance and registered with a Broker Dealer is in both channel totals, and counted once in unique individuals. A firm that is both a Broker Dealer and an RIA counts once in unique firms.

Individuals by channelmeasured

Insurance only 2,414,761

Broker Dealer only 241,599

Advisory only 75,190

More than one channel 436,014

3,183,323unique individuals

data solutions

Our data solutions

Detailed profiles. Broader market insight. More opportunities.

Insurance Agents & Professionals

National coverage. Detailed professional intelligence. Find licensed insurance professionals nationwide and explore their qualifications, carrier relationships and business affiliations.

Contact & demographics: Names, age, gender, business and personal email addresses, phone numbers, and business and home locations.
Licensing & experience: National Producer Numbers (NPNs), producer and non-producer license types, licensed states, lines of authority, professional designations, licensing dates and years licensed.
Carrier relationships: Carrier and group names, NAIC identifiers, and appointment start and cancellation dates.
Business affiliations: Agency relationships and linked Broker Dealer or RIA affiliations for professionals who also hold securities or advisory registrations.

Insurance Agencies

A unique insurance agency intelligence database. National coverage. Understand agencies through their licensing, carrier relationships, leadership and associated agents.

Firmographics & contact: Agency names, NPNs, affiliations, agent counts, websites, email addresses, phone numbers and business locations.
Licensing & market coverage: Resident state, licensed states, years licensed, license types, lines of authority and license effective and expiration dates.
Carrier appointments: Carrier and group relationships, NAIC identifiers, appointment dates and active-status indicators.
Leadership, ownership & associated agents: Reported executives, titles, executive NPNs, ownership interests, start dates and associated-agent information.

Registered Representatives

Understand who they are, their qualifications and their firm relationships.

Contact & demographics: Names, age, gender, email addresses, phone numbers, and branch, main-office and home locations.
Professional background: Individual CRDs, exams and exam dates, licenses, professional designations, job roles, industry experience and employment history.
Firm & branch context: Broker Dealer affiliations, firm classifications, branch relationships, representative counts and tenure.
Registration intelligence: Registered states, linked advisory and insurance registrations, executive indicators and disclosure flags.

Broker Dealers

Assess firms by their size, distribution footprint, leadership and business activities.

Firmographics & contact: Firm CRDs, legal and business names, firm type, classification, years in business, websites, email addresses, phone numbers and locations.
Distribution footprint: Representative and branch counts, branch locations, registered states and geographic reach.
Products & relationships: Business activities, products and services, clearing firms, and affiliated Broker Dealer and RIA firms.
Executive intelligence: Executive names, titles, management levels, functional responsibilities, contact information and professional registrations.

Investment Advisor Representatives

Connect individual advisor profiles with their qualifications, career history and advisory-firm context.

Contact & demographics: Names, age, gender, email addresses, phone numbers, and office and home locations.
Qualifications & experience: Individual CRDs, registered states, exams, professional designations, job roles, experience and employment history.
Firm relationships: Current RIA and branch affiliations, advisor counts, tenure, and linked Broker Dealer and insurance registrations.
Firm-level financial context: Affiliated RIA assets under management and indicators of whether the firm serves high-net-worth clients, not an estimate of the individual's personal book of business.

Registered Investment Advisor Firms

Understand advisory firms through their assets, clients, services, leadership and operating structure.

Firmographics & contact

Firm CRDs, registration details, firm type, years in business, employee and advisor counts, websites and business contact information.

Assets & client base

Total, discretionary and non-discretionary AUM; accounts under management; and client counts and assets by client category.

Business model & services

Advisory services, compensation arrangements, financial planning, pension consulting, portfolio management and wrap-fee programs.

Relationships & regulatory detail

Custodians, financial affiliations, other business activities, custody information and regulatory disclosures.

Leadership

Executive contacts, titles, management levels, functional responsibilities and linked professional registrations.

Institutional holdings intelligence (Form 13F)

Explore reported institutional equity and ETF holdings from Form 13F filings to understand investment allocations and identify relevant firms and investment managers.

Form 13F data reflects reported quarter-end holdings of filing managers, not their complete portfolios or an individual advisor's book of business.

consumer & behavioral

Consumer & behavioral intelligence

Add consumer insights and engagement signals to better understand and reach your audience.

Consumer Intelligence

Add personal, household and professional context to understand and segment your audience more effectively.

Contact & identity: Names, residential addresses, business and personal emails, direct, mobile and personal phones, and available validation and do-not-call indicators.
Demographics & household: Age or age range, gender, marital status, presence of children and homeownership indicators.
Financial indicators: Estimated household income and net-worth ranges.
Career & company context: Job titles, departments, seniority, employment and education history, skills, social profiles, and employer industry, size and revenue ranges.
Additional audience-selection criteria: Education, occupation, household composition, property characteristics, home values and mortgage attributes can help refine audience selection. Some criteria are available for targeting only, rather than as delivered fields.

superPIXEL Website Visitor Data

Connect website activity with individual-level visitor intelligence where resolution is available.

Visitor identity & contact: Resolved names, available email addresses, phone numbers and locations.
Professional & consumer context: Available NPNs and CRDs, job and company details, demographics, household information and estimated financial ranges.
Website engagement: Page URLs, event types, timestamps, activity dates and visitor event counts, with referral information available in the event-level data.

Use these insights to understand which visitors are licensed professionals, connect engagement with audience profiles and inform follow-up.

Intent Prospects

Identify individuals showing relevant off-site research and intent signals, then add context to help focus outreach.

Contact information: Available names, business and personal emails, phone numbers and residential locations.
Professional & firmographic context: Job titles, seniority, employer details, industry, company size and revenue ranges.
Consumer & industry context: Demographics, household attributes, estimated income and net-worth ranges, and available NPNs and CRDs.

Combine intent-based audience selection with professional and consumer intelligence to prioritize relevant prospects, not as a guarantee of purchase intent.

client feedback

What our clients & partners say

Hear firsthand about Accupoint's data coverage, quality and hands-on service.

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