Company

Better information.
Stronger connections.

AccuPoint helps financial-services teams find the professionals and firms that matter to their business.

Illustration of connected professional profiles and offices

Our story

Built around the people behind the data.

AccuPoint began in 2015 with a focus on the breadth and quality of financial-services information. That focus continues through our data products, platform and client services.

2015
A focused beginning
AccuPoint Solutions launches to serve the information needs of the financial-services industry.
2016
From data to discovery
The first insurance-agent database and subscription search portal launch, alongside email distribution services.
2017
Supporting the full workflow
Services expand to include CRM integration, data updates, custom reporting and firm and advisor movement reports.

Who we help

Make your next conversation count.

Practical information for teams building relationships across insurance, securities and investment advice.

Distribution & sales

Identify firms and professionals that fit your market, understand their affiliations and plan your outreach.

Recruiting

Build candidate audiences around location, registrations, experience and the requirements that matter to your team.

Marketing & data teams

Segment audiences and discuss data matching, updates and delivery options for your existing workflows.

Leadership

Industry experience. Personal commitment.

Gary Weber

Founder, President & CEO

Gary brings experience across financial-services operations, strategy, distribution and data to his leadership of AccuPoint.

Jose Abreu

Director of Engineering

Jose leads engineering with a background in financial-services data, application development and APIs.

Chip Miller

Advisory Board Member · Sales, Strategy & Data Advisor

Chip contributes experience in investment management, distribution technology and data strategy.

Rob Trube

Advisory Board Member

Rob contributes expertise in marketing, lead generation and business growth.

Tell us what you're working toward.

Let's discuss the audience, information and support your team needs.

Better information.Stronger connections.