Name

AccuPoint Solutions

Legal name

AccuPoint Solutions, LLC

Website

https://accupointsolutions.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Services Data & Analytics

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Marketing Database & Contact Data Providers (B2B/B2C Lists) (BPAFAKAF)

akta.pro secondary industries

Data & Analytics for CRM (Attribution, BI, Predictive) (BPAFAFAE), Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

Keywords

• Financial advisor data
• Insurance agent database
• Wealth management analytics
• Consumer intent data
• Lead generation platform

Headquarters

HQ city

Avon By The Sea

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Database Subscriptions: Subscription-based access to Professional-IQ and Consumer-IQ databases via proprietary web portal, providing data on insurance agents, agencies, broker dealers, registered reps, RIA firms and investment advisors. Multiple data points including contact information, licensing, carrier appointments, and firm details.
2. CRM Integration & Custom File Delivery: Ingestion of customized data files directly into client CRM systems or data warehouses, including secure SFTP and FTP delivery options.
3. Email Distribution Services: Third-party outsourced email campaign execution from 10k to 500k+ recipients, including content creation (HTML, landing pages), with complete reporting packages delivered within four days of completion.
4. Digital Advertising: Targeted advertising campaigns including display, IP targeting, native, and geo fence options reaching target audiences as they browse the internet.
5. Data Matching, Cleansing & Updating: Matching client-provided firm/advisor/agent data against AccuPoint's databases, providing latest information with modification indicators, or appending data to client records using unique identifiers (CRDs, NPNs).
6. Customized Reporting: Customized reporting of AccuPoint's current data points, tailored to client specifications, including Firm & Advisor Movement Reports tracking industry entry/exit, registration changes, and status updates.
7. Outbound Calling & Script Writing: Complete outbound calling campaigns including list generation, script writing, and execution by seasoned calling teams, delivered in partnership with PT Services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

AccuPoint Solutions provides consolidated financial services and insurance data intelligence through its Professional-IQ database (covering 3.1M+ insurance agents, agencies, broker dealers, registered reps, RIA firms, and investment advisors) and Consumer-IQ database (280M+ US consumers with 1,100+ data points), combined with proprietary tracking technologies (WebTRAC, IntentTRAC, superPIXEL) and managed services including email distribution, outbound calling, digital advertising, data matching/cleansing, and custom reporting. The company sells database subscriptions, CRM-integrated file delivery, and consulting services to financial services firms, insurance companies, asset managers, broker dealers, and recruiters.

Product overview

AccuPoint Solutions offers a unified data intelligence platform for the financial and insurance services industry, combining two core databases—Professional-IQ and Consumer-IQ—with tracking and analytics products. Professional-IQ provides consolidated data on 3.1+ million insurance and financial professionals across agencies, broker dealers, registered representatives, RIAs, and investment advisors. Consumer-IQ, powered by simple|Audience, covers 280+ million US consumers with 1,100+ data points. The product portfolio is anchored by WebTRAC (website visitor identification using superPIXEL technology) and IntentTRAC (intent-based lead generation scanning 60+ billion URLs), which layer onto the core databases to provide real-time prospect intelligence. TeamIQ, launched March 2025 in partnership with SFS, adds comprehensive advisor team structure data with CRM integrations. Additional services include database subscriptions via proprietary web portal, CRM integration, email distribution, outbound calling, movement reporting, and digital advertising—all designed to support sales, marketing, recruiting, and data enhancement workflows for asset managers, broker dealers, insurance carriers, and industry service providers.

Differentiator

Problem solved

Functional benefit

Brands

• Professional-IQ™: Quality consolidated databases of information on Insurance Agents, Insurance Agencies, Broker Dealers, Registered Reps, RIA firms and Investment Advisors
• Consumer-IQ™
• WebTRAC™
• IntentTRAC™
• TeamIQ™

Products and services

• Professional-IQ Consolidated database of insurance and financial services professionals covering 2.67M Insurance Agents, 223k Insurance Agencies, 3.29k Broker Dealers, 636k Registered Representatives, 41.4k RIA Firms, and 415k Investment Advisors. Includes hundreds of data points per record such as contact information, licensing, carrier appointments, firm AUM, products supported, fees, clients, and activities.
• Consumer-IQ Quality database of 280M+ US-based consumer profiles with 1,100+ data points, including contact information, demographic data, financial indicators, behavioral signals, and device information. Powered by simple|Audience and derived from online, offline, skip trace, and scrape trace data. Enables B2B2C targeting when overlaid with Professional-IQ.
• TeamIQ Comprehensive advisor team intelligence solution providing visibility into 100k+ advisor team members and 20k non-advisor members across 21.5k unique teams at top broker dealers. Tracks advisors across multiple teams and firms, surfaces team movement, contact information for all team members including non-advisor members, titles/roles, areas of expertise, and social media links. Integrates with MARS, Salesforce, and Advisor Track CRM.
• WebTRAC Website visitor identification and tracking product that uses superPIXEL technology to identify up to 60% of website visitors, transforming unknown traffic into actionable leads. Provides profile information on agents, advisors, firms, and consumers visiting the client's website, including frequency of visits and pages viewed.
• IntentTRAC Intent-based lead generation product that tracks the internet journey of target audiences using keyword, pre-made, or custom searches. Analyzes 15k+ premade intent categories and scans 50B+ behaviors and URLs weekly to identify individuals searching for client solutions or meeting profile criteria.
• Email Distribution Services Third-party outsourced email campaign execution service handling list generation, content creation (HTML, landing pages), and campaign delivery to 10k to 500k+ recipients, with complete reporting package delivered within four days of completion.
• Outbound Calling & Script Writing Complete outbound calling campaign service including list generation and script writing, with execution by seasoned calling teams targeting client-specified lists. Offered through partnership with PT Services.
• Firm & Advisor Movement Reports Weekly reporting service on firms and advisors entering or leaving the industry, changing registration status (dually registered), changing active/inactive status, plus new disclosure reporting and updated contact/firm information.
• CRM Integration & Custom File Delivery Data delivery service ingesting customized data files directly into client CRM systems or data warehouses, supporting custom file specifications and delivery via secure SFTP and FTP.
• Data Matching, Cleansing & Updating Data quality service that matches AccuPoint data against client-provided firm/advisor/agent records and returns the latest information with modification indicators, or appends data to client records using unique identifiers (CRDs, NPNs).
• Digital Advertising Targeted advertising campaign management service including display, IP targeting, native, and geo-fence options that present client brands to targeted prospects as they browse the internet.
• Proprietary Web Portal Web-based subscription portal providing search, preview, and download access to Professional-IQ and Consumer-IQ databases, with intuitive search tools surfacing hundreds of data points including addresses, phone numbers, emails, branch information, and executive titles.

Quantifiable outcome

• superPIXEL technology identifies up to 60% of website visitors
• +5 more outcomes

Named customers11 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature7 records

Partnerships

Four partnerships are on record, tiered core, flagship and minor.

• SFS (SalesFocus Solutions)coreStrategic or Co-development Partner · 1 January 2024Strategic partnership with SFS to create and deliver TeamIQ, a comprehensive advisor team intelligence solution. The partnership combines AccuPoint's data expertise with SFS's MARS sales reporting platform to provide detailed advisor team structures, tracking advisors across multiple teams and firms, contact information for team members including non-advisor team members, and integration with CRM and sales reporting systems like MARS, Salesforce, and Advisor Track CRM.
• simple|Audience (Strategy Simple)coreTechnology or Integrationsimple|Audience powers the Consumer-IQ database, providing access to 280M+ US-based consumer profiles with 1,100+ data points. Their intent-based identity resolution technology integrates with AccuPoint's professional data to enable B2B2C targeting capabilities.
• CNBCflagshipStrategic or Co-development Partner6+ year strategic partnership where AccuPoint provides proprietary data and methodology for CNBC's annual FA Top 100 ranking of top RIA firms. This partnership establishes AccuPoint as an industry thought leader and validates data quality.
• PT ServicesminorImplementation/ SI/ Consulting PartnerPartnership with PT Services enables AccuPoint to offer comprehensive outbound calling campaigns including list generation, script writing, and execution by seasoned calling teams. The partnership allows AccuPoint to focus on data quality while PT Services handles calling operations.

Scale indicators18 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Discovery Data: Discovery Data is a direct competitor that compiles and distributes data on insurance agents, advisors, broker-dealers, and financial professionals. Overlap is nearly 1:1 with AccuPoint's Professional-IQ database, including carrier appointments, licensing, and contact data; AccuPoint's Director of Engineering previously worked at Discovery Data, underscoring the comparable data domain.
• SMARTe: SMARTe is a B2B contact data provider with a strong intent-data layer targeting technology and financial services buyers. The combination of verified contact data and intent-driven lead generation closely mirrors AccuPoint's Professional-IQ plus IntentTRAC stack, and SMARTe's focus on financial services and insurance makes it a direct comparable for GTM and product packaging.
• AdvisorTarget: AdvisorTarget is a marketing and data platform built specifically for financial advisors and insurance professionals, providing contact data, lead generation, and campaign execution. Its vertical focus on advisor and insurance recruiting/marketing mirrors AccuPoint's primary customer segments and use cases.
• Choreo: Choreo (formerly FMG Suite / orange leaf) provides data-driven marketing, websites, and CRM-integrated content for financial advisors and insurance agents. It competes for the same buyer budget on data, leads, and marketing execution, and its CRM-integrated offering is comparable to AccuPoint's CRM integration and managed services.

Broad incumbents

• ZoomInfo: ZoomInfo is the dominant scaled B2B contact and intent data platform, offering company and contact databases plus buyer-intent signals integrated with major CRMs. It serves financial services among many verticals at far greater scale than AccuPoint, making it the principal broad-incumbent benchmark for AccuPoint's database subscription and intent product strategy.
• Demandbase: Demandbase combines account intelligence, intent data, and B2B advertising for enterprise ABM programs. Its integrated ad-tech and analytics stack overlaps with AccuPoint's Digital Advertising and IntentTRAC offerings, and it serves several of the same financial services enterprise accounts at significantly larger scale.
• LinkedIn Sales Navigator: LinkedIn Sales Navigator is a broad incumbent alternative for B2B targeting within financial services, leveraging LinkedIn's professional graph for contact discovery and outreach. While it lacks AccuPoint's deep insurance/advisor-specific data points (LOAs, carrier appointments, CRDs/NPNs), it is frequently part of the same competitive evaluation for sales and recruiting use cases.
• Acxiom: Acxiom is a large-scale data and identity services provider offering consumer data, audience segmentation, and data activation. Its Consumer-IQ-class capabilities, including behavioral and demographic data on hundreds of millions of US consumers, are comparable to AccuPoint's Consumer-IQ powered by simple|Audience.

Emerging players

• 6sense: 6sense is an account-based marketing and intent data platform that ingests behavioral signals to identify in-market accounts. While broader in vertical scope, its intent engine and predictive analytics overlap directly with AccuPoint's IntentTRAC and superPIXEL capabilities, and it competes for the same marketing technology budget within enterprise financial services buyers.
• Bombora: Bombora operates a B2B intent data cooperative aggregating consumption signals across a large publisher network. It is the closest pure-play competitor to AccuPoint's IntentTRAC product and is frequently evaluated alongside AccuPoint when enterprise financial services buyers build intent-based marketing programs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/accupoint_sols
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AccuPoint Solutions