Financial-Professional Data for Distribution, Recruiting and Market Intelligence
Search and segment financial professionals and firms across selected U.S. and Canadian datasets, then license controlled data for approved business uses — from wholesaler distribution and recruiting to CRM enrichment and market research.
From public information to usable data
Professional information is fragmented. Your workflow does not have to be.
Public registries and source systems are essential for verification. Commercial teams, however, often need to search across firms, jurisdictions, professional categories and business-contact fields in one workflow.
SIE Atlas organizes fragmented professional and firm information into searchable datasets built for practical business workflows.
Why teams choose SIE Atlas
Specialist data for commercial, research and technology workflows.
Professional and firm context
Search across professional categories, firms, locations, licensing details and historical records where supported.
Business-ready contacts
Business email, phone, role and address where available and permitted, with source or verification dates where supported.
Multiple specialist datasets
Work with purpose-built datasets for financial professionals, firms, insurance, accounting and Canadian markets.
Faster activation
Search, segment, save and export controlled record sets; licensed files and enterprise feeds are available by agreement.
Explore SIE Atlas datasets
Choose the market and professional category that fits your workflow. Canada has its own dedicated product experience.
SIE Atlas Canada
Canadian financial-professional data organized for distribution, recruiting, CRM enrichment and fintech workflows.
Learn moreRegistered representatives
U.S. securities professionals with firm, licensing and contact fields where available.
Learn moreInvestment advisers
Investment adviser and representative records for research, outreach and market analysis.
Learn moreInsurance professionals
Insurance-agent licensing, location and business-contact data where available.
Learn moreBroker-dealers
Firm-level broker-dealer records for market mapping and business development.
Learn moreCPAs
Accounting-professional records for targeted business and research workflows.
Learn moreFlexible Access and Data Licensing
Work with the data the way your team operates, under a data license that matches your approved use.
Qualified platform access
Search and segment datasets directly in the platform for qualified business users.
Controlled exports
Export defined record sets in supported formats under your license terms.
CRM enrichment
Enrich internal CRM records with licensed professional and firm fields where available.
Custom files
Request custom-built files scoped to your territory, segment or workflow.
Feeds and API
Structured feeds and API delivery are available by agreement for technology workflows.
Embedded and redistribution rights
Embedding licensed data in products or redistributing it requires separately contracted rights.
A long-standing company building a modern data product
Select Information Exchange, Inc. is a family-owned financial-information and data company founded in 1966. SIE Atlas is rebuilding the company's financial-professional data business for modern distribution, recruiting, research and technology workflows.
Current headquarters: 848 Brickell Avenue, PH5, Miami, FL 33131, USA
Put professional data to work.
Tell us the dataset, audience or workflow your team needs to support.