superPIXEL
Identify website visitors at the individual level where possible, distinguish licensed insurance and financial professionals from consumers, and enrich resolved visitors with Accupoint's professional and consumer data.
Accupoint Has More.
More depth. More connections. More ways to grow.
Find the right professionals, firms, and consumers with connected insurance, financial services, and consumer intelligence. Put that intelligence to work with AI-enabled search, flexible data access, and hands-on data and marketing services.
Explore Our Products & Services
High-quality, frequently updated national databases with strong fill rates across a broad range of fields. AI-powered technology. Hands-on data and marketing services.
National Data & Intelligence
- National Insurance & Financial Services Databases Agents, Agencies, Registered Representatives, Broker Dealers, Investment Adviser Representatives & RIA Firms
- Advisor & Team Data Registered & Non-Registered Team Members at Leading Broker Dealers
- Consumer Data & Audience Intelligence
- Investment Holdings, Form 13F & Fund Flow Intelligence
- superPIXEL Website Visitor Identification
- Intent Prospects & Behavioral Data
- Advisor & Firm Movement Reports
Platform, AI & Data Services
- Accupoint AI-Enabled Portal & Unified Search
- Marge™ AI Search & Analysis
- Historical Data Analysis
- Data Matching, Enrichment & Appending
- Custom Reporting
- Flexible Data Delivery & Integrations CRM | REST API | SFTP | Cloud | Scheduled Files | Custom Feeds
- MCP Connectivity for Claude & ChatGPT
Marketing & Managed Services
- Email Distribution Services
- Outbound Calling Services
- Social Campaigns
- Direct Mail Services
- Digital Advertising Display | IP-Targeted | Native | Geofenced
- Audience Enhancement
- Reactivation Campaigns
- Custom Data & Research Projects
Data
More Data. More Depth.
High-quality, frequently updated national databases with strong fill rates across a broad range of fields. Find the right professionals and firms with connected insurance, financial services, and consumer intelligence.
Nationwide insurance agent and agency data
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Financial professionals, firms and teams
Financial advisors, registered representatives, investment adviser representatives, Broker Dealers, RIA firms, and advisor teams.
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Advisor & Team Data
Registered and non-registered team members identified across leading Broker Dealers.
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Licensing and registrations
Licensing, registration and regulatory information, including hybrid and dual registrations.
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Relationships and affiliations
Producer-to-agency relationships, carrier appointments, professional and firm affiliations, and custodian and clearing-firm relationships.
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Assets, holdings and flows
AUM, asset allocation, ETF and individual stock holdings, 13F intelligence, and fund flows.
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Consumer intelligence
Combine professional and consumer data for deeper segmentation and targeting.
Search & AI
More Powerful Search.
Find and analyze the information you need through the Accupoint Portal and Marge, our AI search and analysis tool.
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Unified search and profiles
Search across your subscribed datasets and view connected professional and firm information.
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Marge
Ask questions in plain English and use AI to explore prospects and analyze data.
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Customizable searches and downloads
Save search templates and choose the fields and headers included in your downloads.
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Map and content search
Explore results geographically and search Form ADV filings and website content.
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Self-service reporting
Create reports directly in the Portal with Report Builder.
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Historical analysis
Use historical data to examine changes and support deeper analysis.
Prospect Intelligence
More Prospect Intelligence.
See who is showing interest and stay informed as professionals, firms, and your target market change.
Intent Prospects
Identify individuals showing relevant off-site research and intent signals to help focus your outreach.
Advisor & Firm Movement Reports
Track advisor and advisory firm movement, receive alerts when new records match your criteria, and follow relevant news summaries and updates.
Marketing Services
More Ways to Reach Your Audience.
Put Accupoint data to work through targeted marketing services.
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Email Distribution Services
Reach selected audiences with email campaigns using content you provide.
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Outbound Calling Services
Reach selected prospects through targeted phone outreach.
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Social Campaigns
Targeted social campaigns using audiences built and enriched with Accupoint data.
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Direct Mail Services
Reach targeted audiences through direct-mail campaigns.
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Digital Advertising
Support display, IP-targeted, native and geofenced campaigns.
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Audience Enhancement
Enrich advertising audiences to support targeting and platform matching.
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Reactivation Campaigns
Re-engage dormant customers and prospects.
Data Enrichment
More Value From Your Data.
Make your existing records more useful with matching, enrichment, updates, and reporting tailored to your needs.
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Data Matching, Enrichment & Appending
Match client files, conference lists and inbound leads, then append available professional, firm and consumer intelligence.
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Cleansing and updates
Clean records, refresh information and flag changes.
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Identity resolution and verification
Use layered matching and data-quality checks to connect and validate records.
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Custom reporting
Have our team build and deliver reports around your business requirements.
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Custom Data & Research Projects
Bring us your specialized data, research or analysis requirements and our team will build the solution around your needs.
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Portal feedback
Submit record feedback directly through the Portal to support data quality.
Access & Integrations
More Ways to Access Our Data.
Access Accupoint intelligence through our Portal or the systems, applications, and AI tools your team already uses.
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Portal access
Work directly in the Accupoint Portal.
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CRM integrations
Connect Accupoint data with supported platforms, including Salesforce and HubSpot.
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APIs and data feeds
Deliver subscribed data into your applications and workflows.
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AI connectivity
Connect Accupoint intelligence to supported AI tools and workflows.
Experience & Support
More Experience. More Personal Support.
Advanced technology, backed by people who understand insurance and financial services.
150+ years of combined data sourcing and management experience.
Dedicated support for implementation, targeting, data and campaign needs.
Privately owned, with no outside investors.
Put More to Work for Your Business.
Tell us what you want to accomplish. We'll help you find the right combination of data, technology, and services.