About Fiducia

Why We Built This

Every company selling to financial advisors faces the same problem: generic B2B databases treat "financial services" as one category. Banks, mortgage brokers, insurance agents, hedge funds, and registered investment advisors all get lumped together. You pay $15K+ per year for a seat license, then spend hours manually filtering to find the advisors who are actually relevant to your product.

We built Fiducia to solve that specific problem. Start from regulatory databases (FINRA BrokerCheck, SEC IAPD, state securities regulators), verify every record against active registration data, and deliver contacts segmented by the fields that actually matter: AUM range, license type, firm structure, and credential.

How It Works

Fiducia doesn't scrape LinkedIn profiles or buy bulk data from aggregators. We build every list from primary regulatory sources, then enrich each record with verified contact information from multiple commercial and public databases. Emails are deliverability-tested. Phone numbers are checked for connectivity. Inactive registrations are flagged or excluded.

The result: your team gets a clean list of verified, active financial advisors who match your exact criteria. No garbage. No duplicates. No contacts who left the industry three years ago.

Who We Are

Fiducia is part of the Provyx family of data intelligence brands. We apply the same verification methodology and data quality standards that Provyx uses for healthcare provider data, adapted for the financial advisor market.

Our team has backgrounds in data infrastructure, B2B sales intelligence, and financial services technology. We've built data pipelines at companies you've heard of and understand the difference between a contact list and a prospecting tool.

The Name

Fiducia comes from the Latin root meaning "trust" or "confidence," the same root as "fiduciary." It reflects both what we sell (data about fiduciary advisors) and how we operate (earn trust through data quality, not marketing promises).