The Data Intelligence Platform for Financial Services.
Find financial professionals and firms, build targeted audiences, and turn your search into useful reports and outreach lists.
Approximate coverage. Channels overlap; counts do not indicate current registration status. Contact us for coverage details.
One platform. Three intelligence domains.
Connected through one identity — a professional registered in more than one domain is a single record, not three.
Insurance Intelligence
- Professionals
- Agencies
- Licenses
- Appointments
- Carriers
- NPN data
- Contact information
- Professional history
Securities Intelligence
- Broker-dealers
- Registered reps
- CRD information
- Registrations
- Examinations
- Employment history
- Professional information
Investment Intelligence
- RIA firms
- Adviser reps (IARs)
- CRD information
- Registrations
- Firm relationships
- Professional history
- Contact information
Search across millions of financial professionals and firms.
Combine filters across every domain in one query — location, firm, license, carrier, registration, designation, years in business, email, phone, NPN, CRD.
Much more than a database.
Find precisely targeted professionals and firms.
Explore detailed professional and organizational profiles.
Create reusable searches, reports, result views and export templates.
Generate datasets tailored to your business requirements.
Connect intelligence to your systems through APIs and data delivery.
Go beyond the search result.
Every professional and firm has a full profile — insurance, securities and investment registrations, employment and licensing history, appointments and contact information, organised across every domain they belong to.
Example profile — illustrative record, not a real professional.
Build the dataset you actually need.
Templates you keep
Select fields, save report and export templates, and reuse them — the download you shaped once becomes the one your team runs every week.
Saved searches & views
Save searches, customise result views, and re-run against fresh data as the index refreshes.
Targeted downloads
Per-channel base files plus deeper multi-record files — appointments, licenses, exams, branches — scoped to exactly the audience you built.
Put AccuPoint data inside your workflow.
REST API, SFTP, cloud data delivery, scheduled exports and custom feeds.
What teams do with it.
Sales intelligence
Identify and prioritize financial professionals and organizations.
Recruiting
Find professionals by experience, registrations, licenses, geography and firm relationships.
Market intelligence
Analyze firms, professionals, markets and distribution networks.
Compliance & verification
Validate licensing, registration, firm and professional information.
Data enrichment
Enhance CRM and internal datasets with authoritative financial-services intelligence.
AI & automation
Explore ways to use AccuPoint data in AI research and automated workflows. Talk with our team about integration requirements and MCP preview access.
A data company first.
Explore insurance, securities and investment advisory professionals and firms in one place.
Talk with our team about available fields, updates and your project requirements.
One identity per professional across every domain they belong to.
Platform, exports, API, SFTP and scheduled feeds.
Turn financial data into business intelligence.
Discover how AccuPoint can help your organization search, analyze, and activate financial-services data.