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Ipreo Publishes Inaugural Edition of the Discovery Data Retail Financial Services Industry Almanac™

New York – April 16, 2015 – Ipreo, a leading financial services industry provider of data and analytics on firms and professionals, has published the Discovery Data Retail Financial Services Industry Almanac™: 2014 Edition. The first in an annual series, the Almanac was developed from over two years of extensive research into Discovery Data Archive™, the most comprehensive historical dataset on firms and reps in the financial services industry, identifying key trends and opportunities.

Within the publication Discovery Data seeks to answer the question: What is going on in the retail financial services industry? To do so, a vast array of themes and topics are covered such as The Move to Independent, Aging of the Advisor Population, Firm Segmentation, Rep Registration Activity and Retail RIA AUM Analysis, and over 200 charts, graphs and tables are presented throughout.

Discovery Data Retail Financial Services Industry Almanac™ is unlike any other industry research study available,” stated Bob Herrmann, Managing Director of the Global Asset & Wealth Management division of Ipreo. “To help our clients make the best strategic decisions for their businesses we are providing them research built on 3 billion data points on BD and RIA firms and reps, with in-depth commentary and breakdowns on the entire industry rather than narrow views compiled by extrapolating from a small sampling.”

The Almanac is only one component of the Discovery Data Market Insight offering. Clients receive an annual subscription to Discovery Data’s interactive Market Insight Dashboards, enabling them to conduct their own custom analyses, along with quarterly white papers and six hours of company specific research and consulting.

For more information on Discovery Data, contact 732-933-1899 or

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to

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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