CNBC FA 100 ranking
For the third year in a row, AccuPoint is proud
to have contributed to the CNBC FA 100.
For more on the rankings...
Here’s how we determine the FA 100 rankings for 2021
Meet the financial advisor ranked No. 1 by CNBC
CNBC ranks the top-rated financial advisory firms of 2021
CNBC recognizes advisory firms that help clients navigate their financial lives
For the third year in a row, AccuPoint is proud
to have contributed to the CNBC FA 100.
For more on the rankings...
Here’s how we determine the FA 100 rankings for 2021
Meet the financial advisor ranked No. 1 by CNBC
CNBC ranks the top-rated financial advisory firms of 2021
CNBC recognizes advisory firms that help clients navigate their financial lives
The combination of our Information, Experience and Services
assists firms with
Sales, Marketing, Recruiting and Data Enhancement Efforts
AccuPoint Solutions is an innovative industry data provider offering extensive information on Insurance Agents, Financial Advisors and Firms distributing financial products and services. We provide proprietary tools and filters that enable you to focus your search, presenting you with the advisors, firms and actionable information that best help you broaden your business results. Use our solutions to get the most use of our data, including mass email distribution services, outbound phone calling services, and digital marketing campaigns, or ingest our data into your own proprietary and / or third party platforms.
Lead by a team with over 150+ years of relevant industry experience, AccuPoint Solutions understands how to collect and present value added information.
Access information on 2.8 million unique insurance professionals and financial advisors
as well as 185k+ Firms including Insurance Agencies, Broker Dealers and Registered Investment Advisors
2.5 million insurance professionals and associated carriers and agencies
140 thousand agencies through our unique and growing agency portal
750k financial advisors and all associated firms (BD's and RIA's)
Our web based portal enables you to search, preview and download detailed and timely information. With hundreds of data points, including multiple addresses, phone numbers and emails, branch information, executive titles, employment history, and more, we assist firms with their data enhancement, recruiting, sales and marketing efforts.
Subscribe to our data and gain access through our portal, or via custom file delivery, secure SFTP and FTP sites, and the latest technologies or services your firm uses. As the industry leader in data hygiene services, digital (re-targeting and programmatic) marketing programs, email marketing campaigns, custom content creation (including landing pages, brand and event promotion), and outbound calling campaigns for lead generation, we have a suite of products unmatched in the industry.
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Access relevant and quality information, including consolidated profiles on advisors, agents and firms across distribution channels
to help you quickly, efficiently and intuitively...
Enhance information you may have in order to better profile potential recruits
Target prospects, no matter how small or large the desired pool
Update your existing data with the most current information
enabling you to...
Grow Your Business
_____________________________________________
Our Primary Success Factors:
We do not offer non-core products or services - if it doesn't help with data quality we don't offer it
We are not just a data / technology firm - our experience enables us to be a true partner
Our technology & data aggregation architects are principals of the firm and, therefore, are
aligned with your goals and objectives of providing quality data and customer support
We have an experienced team to assist in targeting your market
We provide quality, timely, and relevant data
We offer great value at very competitive fees
We do NOT take a one size fits all approach
Access to our data is easy and intuitive
We provide diligent customer service
We are independently owned
assists firms with
Sales, Marketing, Recruiting and Data Enhancement Efforts
AccuPoint Solutions is an innovative industry data provider offering extensive information on Insurance Agents, Financial Advisors and Firms distributing financial products and services. We provide proprietary tools and filters that enable you to focus your search, presenting you with the advisors, firms and actionable information that best help you broaden your business results. Use our solutions to get the most use of our data, including mass email distribution services, outbound phone calling services, and digital marketing campaigns, or ingest our data into your own proprietary and / or third party platforms.
Lead by a team with over 150+ years of relevant industry experience, AccuPoint Solutions understands how to collect and present value added information.
Access information on 2.8 million unique insurance professionals and financial advisors
as well as 185k+ Firms including Insurance Agencies, Broker Dealers and Registered Investment Advisors
2.5 million insurance professionals and associated carriers and agencies
140 thousand agencies through our unique and growing agency portal
750k financial advisors and all associated firms (BD's and RIA's)
Our web based portal enables you to search, preview and download detailed and timely information. With hundreds of data points, including multiple addresses, phone numbers and emails, branch information, executive titles, employment history, and more, we assist firms with their data enhancement, recruiting, sales and marketing efforts.
Subscribe to our data and gain access through our portal, or via custom file delivery, secure SFTP and FTP sites, and the latest technologies or services your firm uses. As the industry leader in data hygiene services, digital (re-targeting and programmatic) marketing programs, email marketing campaigns, custom content creation (including landing pages, brand and event promotion), and outbound calling campaigns for lead generation, we have a suite of products unmatched in the industry.
_____________________________________________
Access relevant and quality information, including consolidated profiles on advisors, agents and firms across distribution channels
to help you quickly, efficiently and intuitively...
Enhance information you may have in order to better profile potential recruits
Target prospects, no matter how small or large the desired pool
Update your existing data with the most current information
enabling you to...
Grow Your Business
_____________________________________________
Our Primary Success Factors:
We do not offer non-core products or services - if it doesn't help with data quality we don't offer it
We are not just a data / technology firm - our experience enables us to be a true partner
Our technology & data aggregation architects are principals of the firm and, therefore, are
aligned with your goals and objectives of providing quality data and customer support
We have an experienced team to assist in targeting your market
We provide quality, timely, and relevant data
We offer great value at very competitive fees
We do NOT take a one size fits all approach
Access to our data is easy and intuitive
We provide diligent customer service
We are independently owned
BY THE NUMBERS
Advisors & Insurance Agents
380k Investment Advisory Representatives (IAs)
619k Registered Representative (RRs)
2.5 million Insurance Professionals (2.2 million Producers / Agents)
Firms
140k Insurance Agencies*
6.5k Insurance Carriers
39.6k Registered Investment Advisors
3.5k Broker Dealers
Number of Advisors, Professionals and Firms is continuously updated.
Numbers for Advisors and Professionals contain multi registered individuals.
Number of Firms contains dually registered firms.
*Accessed via our one of a kind Insurance Agency database.
Advisors & Insurance Agents
380k Investment Advisory Representatives (IAs)
619k Registered Representative (RRs)
2.5 million Insurance Professionals (2.2 million Producers / Agents)
Firms
140k Insurance Agencies*
6.5k Insurance Carriers
39.6k Registered Investment Advisors
3.5k Broker Dealers
Number of Advisors, Professionals and Firms is continuously updated.
Numbers for Advisors and Professionals contain multi registered individuals.
Number of Firms contains dually registered firms.
*Accessed via our one of a kind Insurance Agency database.
_____________________________________________
888-978-1677
Info@AccuPointSolutions.com
888-978-1677
Info@AccuPointSolutions.com
Subscriptions:
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Information To:
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Services Offered:
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Search and access our information through our proprietary web portal, by calling our Customer Service Team, or by accessing a variety of upload and download capabilities.
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