市场

Financial Services Data

Comprehensive firm 和 professional data.

Find new opportunities 和 accelerate revenue with access to financial services industry data on BDRIA firms 和 professionals, as well as trust companies 和 key staff.

Company

  • 经纪自营商 (BD), Registered Investment Adviser (RIA), 和 Trust Company
  • Assets under management 和 AUM growth rate
  • Product 和 asset allocation including ETFs, mutual funds, fixed income, 和 private funds
  • Custodial assets

专业人士

  • Registered Representatives, Financial 顾问, 和 Key Decision Makers
  • Contact information including phone numbers 和 email addresses
  • Titles such as owners, executives, research directors, 和 advisors
  • 许可证

渠道

  • Including Retail, Independent, Traditional, 和 Wirehouse
Comprehensive firm 和 professional data.

Empower your outreach.

What can you do with the most accurate financial services industry data on all FINRA 和 SEC registered firms 和 professionals in your market?

  • Find RIA firms by AUM, investment strategies, types of clients they work with, 和 more
  • Analyze asset growth year-over-year
  • Uncover changes in asset allocation models
  • Segment firms by investments 和 custodial platforms utilized
  • Track rep movement, breakaways, 和 M&一个活动
  • 访问 custom RIA brochure keyword search 和 conference 分析
  • Improve your lead generation 和 go-to-market efforts with accurate professional contact data
  • And much more including 多样性 & 包容, advisor behavioral 意图 Signals, 和 利益 & 生活方式的数据
Empower your outreach.

了解你的市场. 内外.

百老汇888’s proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, 市场营销, 分析, 和 data management. No other provider outperforms our data in:

  • 宽度
  • 深度
  • 精度
  • Number of Attributes
  • 价值和投资回报率

Learn how we deliver the most accurate 和 impactful financial services industry data.

了解你的市场. 内外.

Unlock financial services market opportunities.

2.3K

数据字段

500

过滤器

44K

RIA、双相障碍 & 信托Company

750K

顾问 & 关键员工

Financial Services Data Made Easy

Select the tier that's right for you.

核心

  • Basic Contact Data
  • Company详细信息
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

先进的

  • Basic Contact Data
  • Company详细信息
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

溢价

  • Basic Contact Data
  • Company详细信息
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

访问

Unrivaled Enablement

访问 financial services market data how you want it, when you want it.

MarketPro

The next generation market intelligence tool.

MarketLink API

Real-time integration with your CRM or data warehouse.

MarketLink提要

Customized file delivery in the format you need.
 

Contact us today to learn more!

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