Broker Marketing Solutions

What Broker Marketing Solutions does

Broker Marketing Solutions is a privately held sole proprietorship founded in 2014 and owned by Keith Gressler, operating from a single office in Alton, Illinois, near St. Louis. The company sells pre-compiled marketing data lists — targeted at financial services and brokerage firms — covering nine distinct audience segments including managed-account holders, 401k rollover candidates, annuity holders, bond investors, stock account holders, business owners, wealthy female investors, wealthy retirees, and new movers. Its core technology is a data compilation and scrubbing process that runs files against the National Do Not Call registry, with a stated 85%+ accuracy guarantee and a 1-for-1 replacement policy for any inaccurate or DNC-listed records.

The business operates on a sales-led, one-time-license model in which account executives design tailored list purchases for each client and deliver the data in four formats: Compact Disk, Hardcopy Printouts, Peel & Stick Labels, and Email. There is no platform, no subscription layer, and no recurring contract mechanism disclosed; each list type functions as a standalone product line. The company does not process sensitive personal information, does not collect data from third parties, and engages Baysas as its payment-processing partner. It has seven team members and reports no external funding, parent company, subsidiaries, or M&A activity.

From a strategic posture, Broker Marketing Solutions is a stable, niche micro-business with a single-vertical customer base, a defensive channel mix that retains physical-media delivery, and no observable investment in technology modernization, AI, geographic expansion, or product-platform development. Its value proposition rests entirely on the accuracy and exclusivity of its compiled investor data and its willingness to guarantee and replace bad records.

Name

Broker Marketing Solutions

Legal name

Keith Gressler

Website

https://brokermarketingsol.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Broker Marketing Solutions is a privately held, sole-proprietorship data broker founded in 2014 that sells compiled, DNC-scrubbed marketing lists — across nine investor and consumer segments — to financial-services and brokerage firms via account executives, delivered in CD, print, label, and email formats.

Ownership category

akta.pro rank

Headquarters

HQ city

Alton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Marketing Data Files: Sale of compiled marketing data lists for financial services industry. Data includes contact information for various investor segments. Available in multiple formats including Compact Disk, Hardcopy Printouts, Peel & Stick Labels, and Email.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Broker Marketing Solutions compiles, scrubs, and sells marketing data lists for the financial services industry, covering nine distinct investor and consumer audience segments. Each order is processed through a data scrubbing procedure against the National Do Not Call list, delivered with an 85%+ accuracy guarantee and 1-for-1 replacement of inaccurate or DNC-listed records, and furnished in CD, hardcopy printout, peel & stick label, or email formats for use in direct marketing, telemarketing, and targeted advertising campaigns.

Product overview

Broker Marketing Solutions provides a portfolio of marketing data file products, all centered on financial and investment audience segments. The core offering consists of nine distinct marketing list products — covering managed accounts, 401k rollovers, annuity holders, bond investors, stock accounts, business owners, wealthy female investors, wealthy retirees, and new movers — each sold as scrubbed data files. Data is delivered in four formats: Compact Disk, Hardcopy Printouts, Peel & Stick Labels, and Email. A mandatory scrubbing and accuracy-guarantee service underpins all products, scrubbing files against the National Do Not Call list and replacing inaccurate or DNC-listed entries at 1-for-1. The company does not operate a platform-plus-modules architecture; each list type functions as a standalone product line.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed Accounts Marketing Lists Pre-compiled marketing data files targeting individuals with professionally managed investment accounts, sold as scrubbed lists for direct marketing and telemarketing campaigns by financial services and brokerage clients.
• 401k Rollover Accounts Marketing Lists Pre-compiled marketing data files targeting individuals with 401k rollover accounts, sold as scrubbed lists for retirement-focused marketing campaigns by financial services and brokerage clients.
• Annuity Holders Marketing Lists Pre-compiled marketing data files targeting annuity product holders, sold as scrubbed lists for retirement-focused and annuity marketing campaigns by financial services and brokerage clients.
• Bond Investors Marketing Lists Pre-compiled marketing data files targeting bond investors, sold as scrubbed lists for bond-related and fixed-income marketing campaigns by financial services and brokerage clients.
• Stock Accounts Marketing Lists Pre-compiled marketing data files targeting stock account holders, sold as scrubbed lists for equity-related marketing campaigns by financial services and brokerage clients.
• Business Owners Marketing Lists Pre-compiled marketing data files targeting small business owners with investment potential, sold as scrubbed lists for wealth management and investment marketing campaigns by financial services and brokerage clients.
• Wealthy Female Investors Marketing Lists Pre-compiled marketing data files targeting wealthy female investors, sold as scrubbed lists for targeted high-net-worth marketing campaigns by financial services and brokerage clients.
• Wealthy Retirees Marketing Lists Pre-compiled marketing data files targeting wealthy retirees, sold as scrubbed lists for retirement-stage wealth management and rollover marketing campaigns by financial services and brokerage clients.
• New Mover Marketing Lists Pre-compiled marketing data files targeting new movers (recently relocated individuals), sold as scrubbed lists for first-contact outreach to new residents by financial services and brokerage clients.

Quantifiable outcome

• 85% or better accuracy rate on all data files

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Melissa (Melissa Data): Data quality and mailing-list provider with address verification, DNC scrubbing, and list-building services overlapping with Broker Marketing Solutions' accuracy and scrubbing capabilities. Larger and broader portfolio, but comparable core functions.
• Dun & Bradstreet: Large incumbent in business and consumer data, offering marketing lists, firmographics, and contact data used by financial-services firms for prospecting. Significantly broader scope and scale, but overlaps in serving list-buying broker and advisor clients.
• ZoomInfo: Modern B2B data and sales-intelligence platform that has absorbed many traditional list-vendor workflows. Comparable end-customer use cases (financial services prospecting) but delivered as a SaaS platform rather than bulk file sales.
• Data.com (Salesforce): Legacy business and consumer contact data service, historically a major list-vendor competitor for financial-services marketing teams. Now operating within the Salesforce ecosystem, illustrating the platform consolidation that pressures standalone list vendors.

Direct peers

• AccuData Integrated Marketing: Compiles and sells targeted marketing lists with a strong focus on financial-services and investor audiences, frequently packaged with DNC scrubbing and demographic segmentation. Most directly comparable peer given shared vertical, list-format model, and accuracy guarantees.
• LeadsPlease: Direct marketer of pre-compiled financial-advisor and investor prospect lists, including managed accounts, annuity holders, and rollovers. Closely mirrors Broker Marketing Solutions' product taxonomy and sales-led fulfillment model.
• ListSource: Aggregator of compiled consumer and business marketing lists with targeting by demographics, geography, and financial attributes. A direct peer in the list-brokerage category serving similar direct-mail and telemarketing buyers.
• Salesgenie: Sells B2C and B2B marketing lists across multiple verticals including financial services, with both online self-serve and account-executed sales channels. Comparable on list-brokerage model though broader in vertical coverage.

Emerging players

• Apollo.io: Cloud-based sales intelligence and contact data platform increasingly used by financial-services prospecting teams. Adjacent offering that competes for the same buyer budget via a different (platform) delivery model.
• BookYourData: Online self-serve B2B and B2C contact-data marketplace covering financial and investor audiences. Comparable in list-product economics, but more digital-native and self-serve than Broker Marketing Solutions' sales-led approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/broker-marketing-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Broker Marketing Solutions