MarketLink Feeds

Data feeds tailored to your business needs to deliver immediate benefits

Customized data updates with full market coverage

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Customized file structure for your CRM

Expansive data delivery from daily to quarterly

Receive full datasets or delta files

Enhanced data segments available

Grow your business with enhanced datasets.

Financial Services

BD, RIA, and Trust firms and over 760,000 professionals.

Insurance

Data on over 2.3 Million agents by license types, specialties, and more.

Private Funds

Insights including Fund Type, Structure, Value, and Third-Party Service Providers.

Exchange Traded Securities

Spans 4,800+ RIA Firm 13F Filings including each ETS holding within an entity’s portfolio.

Canada

Access data on over 116,000 Registered Reps including Financial Advisors and 3,500 Firms.

Active vs. Inactive

Accurate data on Inactive Firms, Reps and Agents.

Regulatory Disclosures

Insight into 10 Disclosure categories spanning over 90,000 Reps and 1,500 BD & RIA Firms.

Diversity & Inclusion

Reflect the clients and communities you serve.

Advisor IP Match

Identify and convert website visitors into sales leads.

Streamline your workflow.

Seamlessly integrate Discovery Data into your organization's existing workflow to quickly improve the impact of your data-driven sales, marketing, and recruiting.

ISS MI FRAME

Our unique approach to ensure accurate and actionable data

Fuel
We collect, align, and connect millions of data points

Refine
The data is refined through stringent verification and cleansing processes

Analyze
Our proprietary logic and data team analyze the data for any gaps

Magnify
Augmented with additional predictive data, actionable datasets are created

Execute
Data is delivered through live methods and cloud-based solutions

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