Discovery Data: Interests & Lifestyle Data

Comprehensive interests and lifestyle data on financial advisors and insurance agents.


Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives.

In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments.

150+ Personal & Financial Data Fields:
– First & Last Name
– Primary Company Information
– Job Title & Rank
– Investments Owned
– Age

80+ Education Data Fields:
– School Attended
– School Location
– Degrees Earned
– Majors
– Start & End Dates

40+ Household & Charitable Contribution Data Fields:
– Estimated Income
– Wealth Segment
– Marital Status
– Number of Children
– Charitable Contributions including Animal, Political, General, and More

70+ Hobbies & Interests Data Fields:
– Auto Work
– Baseball
– Crafting
– Current Affairs
– Fitness
– Golf
– Music Preferences
– Reading Preferences

Empower Your Outreach:
– Find unique ways to recruit reps or agents (i.e. sports and alumni events)
– Focus your distribution efforts towards reps by personal net worth or with specific interests
– Execute strategic demand generation efforts with our comprehensive financial services and insurance profiles combined with powerful interests and lifestyle data
– Deliver a personalized experience and have more relevant discussions
– Acquire new customers in a crowded marketplace with precise targeting on
household, personal, and financial demographics

Know Your Market Inside and Out:
Our proprietary Discovery Data FRAME process provides the most accurate data on the financial services industry for sales, marketing, recruiting, analytics, and data management. No other provider outperforms our data in:
– Breadth
– Depth
– Accuracy
– Number of Attributes
– Value and ROI


About the Provider:

Discovery Data is the market leader in data, insights, and analytics in the financial services industry. We are committed to empowering clients to trust their decisions and their data. As their strategic go-to-market partner, we improve the impact of their data-driven sales, marketing, and recruiting to increase win rates and accelerate growth.

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