Full Testimonials From
Our Clients & Partners

"Our many years of experience with Gary and the team at Accupoint have been nothing short of amazing. The Accupoint database has been consistently updated and accurate, the interface has always been easy to use, and regularly improving; and the team is always ready and willing to help us get the best results from our data and email needs. If quality data, top notch service and ease of business are important to you-Accupoint is your data solution."

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– Steven M. Murray, President and CEO, Insurance Agency Marketing Services, Inc.

AccuPoint Solutions was instrumental in helping us launch Revol One Financial in 2024. Their extensive database gave us the intelligence we needed to target the right financial professionals and align our outreach with our business model. Their email campaign tools were highly effective and helped us build brand awareness quickly - delivering great results right out of the gate. Their fast, nimble, and agile service approach is exactly what we look for in a strategic relationship.”

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– Patrick Cahill, Chief Distribution Officer, Revol One Financial

"We spent years searching for a database that truly captured the depth of information we needed on insurance agencies - especially details like the products they sold. AccuPoint has been a game-changer. The platform is easy to use, constantly updated, and helped us not only get closer to understanding our total addressable market, but also enrich our existing data and uncover new opportunities. On top of that, their team is incredibly personable, flexible, and always ready to support us. They've been a fantastic partner."

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– Mike, RevOps Intelligence Manager, Industry Service Provider

"Accupoint Solutions has been an invaluable partner in enhancing our recruitment and marketing efforts. Their high-quality, targeted data has enabled us to connect with the right prospects quickly and efficiently, significantly improving the impact of our campaigns. In addition to providing excellent data, their team is consistently responsive, knowledgeable, and willing to collaborate on our initiatives. Whether offering personalized support, meeting our specific data needs, or adapting to our evolving requests, they go above and beyond to ensure we receive maximum value from their services. Working with Accupoint Solutions has streamlined our processes, delivered measurable results, and made them a key player in our growth strategy. I highly recommend their services to any organization seeking quality data and a true partner in success."

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– Jason E. Lea, CFP®, CEO, Brokers Service Marketing Group, a division of Specialty Program Group

"AccuPoint not only provides high-quality data but also actively collaborates on our initiatives. Their commitment is evident through personalized support, responsiveness to our data needs, and the development of innovative products and services. Their flexibility and dedication ensures that their offerings deliver maximum value to our organization."

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– Todd Villeneuve, Managing Partner, IFC National Marketing - an Integrity Company

"AccuPoint Solutions has significantly enhanced our marketing and recruiting strategies with their exceptionally detailed and accurate financial services database. Beyond the impressive quality of their data, the proactive commitment and personalized support of the AccuPoint team truly distinguishes them from others in the industry. Their extensive expertise, responsiveness, and dedication ensures we achieve our goals effectively and efficiently. AccuPoint is much more than just a service provider; they are a trusted strategic partner genuinely invested in our ongoing success."

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– Ron Lesicki, President and Founder, Safe Harbor Financial

"Partnering with AccuPoint Solutions has helped us grow our business. Their exceptional customer service ensures that our needs are always met promptly. The team’s expertise in building targeted strategies has significantly enhanced our marketing efforts, allowing us to reach the right audience with greater precision. Moreover, their innovative approach to enhancing data capabilities has helped us unlock more opportunities and growth avenues. We couldn't be more satisfied with the results and highly recommend AccuPoint Solutions."

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– Stacy, CMO, Strategic Partners to Financial Advisors

"Accupoint has been an excellent resource for our marketing and outreach efforts. Their RIA and BD databases are accurate, well-maintained, and highly actionable, and their email distribution services have helped us reach the right audiences efficiently. The platform is easy to navigate, and the team goes beyond basic support - offering guidance and recommendations to help us make the most of their tools. They’re consistently attentive and add value well beyond what’s expected."

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– Jack Kearney, CAIA, CPA, FDP, Director of Research, Snyder Kearney, LLC

"SalesFocus Solutions has been very pleased with our partnership with Accupoint Solutions and our collaboration to provide products and services for our clients. Like SalesFocus Solutions, the team at Accupoint Solutions is very customer-focused and responsive to client needs. They are quick to address client requests for new information, have the knowledge and experience to employ a solutions-oriented approach, and quickly adapt to changes in the industry by continuously updating products and services to satisfy client needs."

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– Jill Santandreu, Director of Professional Services, SalesFocus Solutions

"FACC is and will be forever indebted to AccuPoint Solutions. As a brand new advocacy organization in 2015, AccuPoint Solutions and their data was a critical component of our outreach efforts to state and federal regulatory agencies and our successful representation of independent distribution. FACC's immediate response rate was exceptional when we asked agents and advisors to contact their representatives. When securing statistics to better inform proposed regulation and policy their data was reliable and effective."

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– Kim O’Brien, CEO, Federation of Americans for Consumer Choice

"We have worked with Gary and his team for over five years to support our greatest asset - our clients. As a partner firm, we have found AccuPoint data to be superior in terms of quantity and most importantly accuracy of their data. They have been great to work with regarding timeliness and flexibility. We can't recommend Gary and AccuPoint enough if you are looking for a platform to engage with advisors and insurance agents!"

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– John Pojeta | Vice President | The PT Services Group

"AccuPoint Solutions has been a great partner for us. The team has a wealth of knowledge and has been fantastic in assisting with the development of our database, as well as continuing to support our efforts with expert advice and strategic concepts. Their genuine interest in helping their clients is obvious through the quality work and attention to the details. It is a pleasure working with them."

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– Pam Sheehan, Publisher and CEO, Aspire Magazine

"Accupoint Solutions has been a game-changer for our recruitment efforts at DMI. Their targeted, high-quality data on financial professionals has allowed us to connect with the right prospects quickly and efficiently, significantly boosting the effectiveness of our wholesale and marketing campaigns. Their team is not only knowledgeable but also exceptionally responsive, ensuring that our specific needs are met every step of the way. Working with Accupoint Solutions has streamlined our outreach process and delivered measurable results, making them an invaluable partner in our growth strategy. I highly recommend their services to any organization looking to enhance their targeted recruitment efforts."

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– R. Glen Setchfield, VP of Marketing, DMI

"I have had a great experience working with Gary and his team at Accupoint Solutions. I have a high degree of confidence in their tools and the data they provide. It’s obvious they have gone to great lengths to validate and to build their database of licensed agents. Just as good as the quality of the data you’ll receive is the experience you’ll have generating it. They have been the consummate professionals at every step of the way and I think what sets them apart is what they value most, you the client. It’s all about you. It’s so obvious from the moment you get on the phone with them. They will custom build you whatever you need and if they can’t do it, they’ll let you know that as well. You put all this together with the time and attention they give to every request, and you have a great partnership. I would highly recommend Accupoint Solutions if you’re wanting a list of licensed agents. They will literally build it with you in real time, working step by step so you’re not left to try to figure it out yourself. I’m very satisfied with our partnership and I think you would be too. Thanks Gary for taking such good care of us."

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– Devin Kampert, Regional Vice President, MedMutual Protect

"As a client of Accupoint Solutions, our organization and affiliates have always been impressed by the exceptional service and cutting-edge technological solutions they provide. Their expertise in data management has been instrumental in helping us grow our business by providing accurate information needed to make smarter, data-driven decisions. This enables us to confidently direct resources towards our intended audience, leading to improved efficiency and profitability. In addition to being incredibly responsive and dedicated to customer service, their team is collaborative and takes a proactive approach to working with us. They take the time to understand our unique business needs, craft customized solutions aligned with our goals, and have become a true partner in our success. Simply put, Accupoint has given us the confidence to leverage the power of their database to the fullest and has made a measurable impact on our business since we started working with them. I would highly recommend their services to any organization looking to leverage the power of data to grow their business."

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– Marc R. Verbos, EVP | President; Aligned Distribution, AIMCOR Group, LLC

"For the last six years Gary Weber and his team have been providing AAA service to us and have certainly had a part in our firm's recording record breaking years over the last three years. Accupoint is very responsive in all of our requests for information and questions. We just started using their email campaign over the last few months and have had great results as well. I would highly recommend Gary and his team to anyone looking for both good financial advisor data and good service."

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– Jonathan Rheault, CEO, USA Recruiters, Inc.

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Use AccuPoint to...

  • Streamline distribution efforts
  • Increase assets under management
  • Recruit qualified candidates
  • Focus sales & marketing efforts  
  • Enhance the accuracy of your data
  • Get a deeper understanding of your targets

Subscriptions​​ Available

  • Insurance Agencies
  • Insurance Agents
  • Broker Dealer Firms​
  • Registered Representatives​
  • Registered Investment Advisor Firms
  • ​Investment Advisor Representatives 

​Client Types

  • ​​Asset Managers
  • Broker Dealers
  • Financial Publications
  • Independent Marketing Organizations
  • Insurance Agencies
  • Insurance Companies
  • Media Groups
  • Organizations & Associations providing Membership Services
  • Recruiters
  • Third Party Service Providers​