Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers

Discovery Data

Discovery Data, the leading financial services industry provider of data on firms and professionals, has partnered with Harborside Group, an investment sales and marketing firm specializing in intermediary distribution for asset managers, to help clients reach their target market with customized distribution solutions that drive asset and revenue growth. 

With a combined 30-plus years of experience, Discovery Data’s detailed advisor profiles including practice types, channel segmentation, direct dial phone numbers, business and personal email addresses, and branch mailing addresses in conjunction with Harborside Group’s comprehensive services including sales strategy and implementation, robust marketing and thought leadership, provide clients with targeted sales and marketing efforts to help them identify, reach and do business with the financial advisor channels.

“We have worked alongside Harborside Group with many clients in common for years and have seen firsthand the power and value their sales and marketing services deliver to help asset managers grow in the advisor channels,” stated Craig Katz, EVP of Discovery Data. “Discovery Data’s Partner Program was created to ensure the effective downstream use of our data and Harborside Group is a perfect example of how our information can generate qualified sales leads, further the sales relationship and retain assets.”

Harborside Group’s capabilities include:  

  • National account and financial advisor sales (RIA, IBD, Regional and National BDs)
  • Comprehensive sales strategy and implementation
  • Customized marketing services and thought leadership
  • Brand management 

“Discovery Data allows our clients to segment the industry in many ways and use their contact information in conjunction with our sales and marketing programs to obtain high deliverability and conversion rates. It is a great complement to what we do and we look forward to expanding on the long relationship we have had with Discovery Data,” commented Brian Nelson, managing director of Harborside Group.

About Discovery Data 
Discovery Data offers a consolidated view of the financial services industry, including all BD and RIA firms, over 700,000 reps, 2,300 trust companies and 1.8 million insurance agents. Access is provided via subscription to an online portal and through a Salesforce app, custom API integrations, and secure HTTPS and FTP sites. In addition, Discovery Data is the industry leader in data hygiene services and experts in data-driven market insight and marketing campaigns. Many of the world's largest and most successful institutions rely on Discovery Data to understand the industry and to identify, reach and do business with firms and professionals throughout North America. For more information, contact 732-933-1899 or

About Harborside Group 
Harborside Group is a 30-plus person investment sales and marketing firm that provides comprehensive and customized solutions for asset managers. Founded in 2004, Harborside focuses on the intermediary marketplace with emphasis on the financial advisor (B/D, IBD, RIA) and home office channels. Recognized nationally for marketing excellence, Harborside supports clients with approximately $175 billion in assets. With its innovative integrated sales and marketing program, Harborside Group is responsible for the asset retention of over 33,000 financial advisors and has historically added over 4,000 new relationships annually. For more information about Harborside Group, please visit

Press Contact 
Craig Katz

Source: Discovery Data


Categories: Marketing, Asset Management

Tags: Asset Managers, Discovery Data, Financial Advisors, Harborside Group, Marketing, Sales

About Discovery Data

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Discovery Data helps companies grow their business in the financial services and insurance industries.