History
2021
For the third year in a row, AccuPoint partners with CNBC in presenting the CNBC Financial Advisor 100, recognizing those advisory firms that best help clients navigate their financial lives.
AccuPoint's business remains strong. While still servicing small businesses, AccuPoint has added to its growing client list of major Fortune 500 companies and industry leaders.
Focused on continuing to provide value added data and tools, AccuPoint launches a new version of its portal, adding functionality while keeping the same easy and efficient approach to targeting agents, advisors and firms.
AccuPoint adds 150+ data points to its database, providing clients with additional ways to find their target markets.
2020
Despite the pandemic, AccuPoint continues its growth, topping 400 clients.
AccuPoint continues its partnership with CNBC to provide the proprietary data behind the second annual CNBC FA 100 ranking of top-rated financial advisory firms.
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.
AccuPoint announces additional services to support its Email Distribution Services, including Creative Services and programming support.
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.
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. (January – June)
2016
AccuPoint launches additional databases (RIA, IA, BD, RR), now offering a suite of products to the industry. (May – December)
AccuPoint launches its first complimentary service - Email Distribution Services.
AccuPoint launches its proprietary web portal, providing easy and intuitive access to its database(s) via its subscription model. (April)
AccuPoint launches its first database - Insurance Agent - and signs its first client, a major industry data provider. (March)
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.
For the third year in a row, AccuPoint partners with CNBC in presenting the CNBC Financial Advisor 100, recognizing those advisory firms that best help clients navigate their financial lives.
AccuPoint's business remains strong. While still servicing small businesses, AccuPoint has added to its growing client list of major Fortune 500 companies and industry leaders.
Focused on continuing to provide value added data and tools, AccuPoint launches a new version of its portal, adding functionality while keeping the same easy and efficient approach to targeting agents, advisors and firms.
AccuPoint adds 150+ data points to its database, providing clients with additional ways to find their target markets.
2020
Despite the pandemic, AccuPoint continues its growth, topping 400 clients.
AccuPoint continues its partnership with CNBC to provide the proprietary data behind the second annual CNBC FA 100 ranking of top-rated financial advisory firms.
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.
AccuPoint announces additional services to support its Email Distribution Services, including Creative Services and programming support.
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.
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. (January – June)
2016
AccuPoint launches additional databases (RIA, IA, BD, RR), now offering a suite of products to the industry. (May – December)
AccuPoint launches its first complimentary service - Email Distribution Services.
AccuPoint launches its proprietary web portal, providing easy and intuitive access to its database(s) via its subscription model. (April)
AccuPoint launches its first database - Insurance Agent - and signs its first client, a major industry data provider. (March)
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.
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