​HISTORY

​

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.​​

2016

AccuPoint launches additional databases, now
offering a suite of products to the industry.

AccuPoint launches its first service to assist clients with prospects - email distribution services.

AccuPoint launches its proprietary web portal
(search tool) providing easy and intuitive access to its database(s) via its subscription model. 

​AccuPoint launches its first database - insurance agent - and signs its first client, a major industry
data provider.

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. ​

2018

With over 150 clients, AccuPoint continues to grow, servicing firms of all sizes, including many industry leaders.

AccuPoint enters into a strategic agreement with PT services, offering best of breed telephone campaigns to its clients.

2019

AccuPoint announces additional services to support its email distribution services, including creative services and programming support.

AccuPoint surpasses 300 subscribers as it becomes known as an industry leader in providing data solutions as well as marketing / prospecting services.

AccuPoint partners with CNBC to bring you the CNBC FA 100, a ranked list of forward-thinking financial advisory firms

2020

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.

Despite the pandemic, AccuPoint continues its growth, topping 400 clients. 

2021

AccuPoint adds 150+ data points to its database, providing clients with additional ways to find their target markets.

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.

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 has added to its growing client list of major Fortune 500 companies and industry leaders. 

2022

AccuPoint's client base continues to grow, supporting both small firms and Fortune 500 companies in the insurance and financial services industry

For the fourth consecutive year, AccuPoint partners with CNBC in presenting the CNBC Financial Advisor 100, recognizing those advisory firms that best help clients navigate their financial lives. 

To support growth, AccuPoint secures additional space in our current building.

AccuPoint continues to add key data points to its database, providing clients additional profile points on firms, agents and advisors

AccuPoint continues modifying its Portal, providing users additional ways to profile their targets via our Portal (proprietary search tool).