Professional-IQ™
A consolidated data foundation for financial services professionals and firms.
Professional-IQ brings together quality information on insurance agents, insurance agencies, broker dealers, registered reps, RIA firms, and investment advisors for marketing, recruiting, and data enhancement workflows.
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What it is
Portal access, reports, files, and service-backed data delivery.
Built by an experienced industry team, Professional-IQ helps firms identify, target, reach, and enhance records for financial professionals and related organizations. Use detailed data points and multiple points of contact through AccuPoint's proprietary portal or with team-supported deliverables.
Professional-IQ datasets
Insurance Agents
Information on over 2.67 million insurance professionals and the firms with which they are associated.
Learn more →Insurance Agencies
Agency and firm intelligence to support producer, office, and organization-level targeting.
Learn more →Broker Dealers
Information on 3.29K broker dealer firms and executive contacts for marketing and recruiting workflows.
Learn more →Registered Reps
Registered representative records for outreach, segmentation, and data enhancement programs.
Learn more →RIA / IARs
Information on 41.4K RIA firms and over 415K advisors for firm and advisor-level targeting.
Learn more →Data points overview
Professional-IQ supports contact, firm association, professional classification, and segmentation workflows. Consumer-IQ can be appended when a professional also matches a consumer profile, enabling deeper analysis and audience activation.
Put Professional-IQ to work.
Use the portal, request files, or let the AccuPoint team support your next audience build.