Discovery Data Completes Redesign to Deliver Improved Financial Services Industry Targeting

New York – October 26, 2015 – Ipreo, a leading financial services industry provider of data on firms and professionals, has completed its redesign of Discovery Data. Phase one of the redesign was launched back in August and included a simplified search screen layout for targeting BD reps, RIA reps and RIA firms. Today phase two was released and included major updates to the BD firms, insurance agents, and trust companies and staff search screens.

This reorganization allows for a more fluid sequence of selecting filters. All common filters between search screens are now in the same place for easy locating and each search screen is divided into distinct sections so that it is clear as to where users will find the filter they need. Search screen sections encompass Location and Contact Information, Firm, Titles and Licenses, and Success and Experience.

“Feedback from users has been extremely positive and we are very thankful for that,” said Nina Bomba, Senior Product Analyst for Discovery Data. “We are now off and running on our next enhancement and cannot wait to share it with everyone in the coming months.”

For more information, contact 732-933-1899 or

About Ipreo

Ipreo is a leading global provider of financial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 900 employees serving clients in every major financial hub around the world.

About Discovery Data

Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 670,000 BD and RIA reps, 2,400 trust companies and 1.7 million insurance agents via a state-of-the-art online system, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and business intelligence capabilities to follow industry trends and mine key data. Additional services include a comprehensive data hygiene program, extensive data feeds for integration with any CRM or data warehouse, data-driven market insight and strategic guidance. Many of the world’s largest and most successful asset managers, wealth managers, clearing firms, insurance companies and service providers rely on Discovery’s data and services to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. For more information, please go to


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060


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