About Select Information Exchange & SIE Atlas
Nearly six decades of connecting financial professionals with critical intelligence
Summary
SIE Atlas is a financial advisor and RIA database platform operated by Select Information Exchange, Inc., a financial data company founded in 1966 and headquartered in Miami, Florida. The platform provides powerful tools to search, filter, and segment licensed financial professionals in the United States and Canada for asset managers, wealth firms, fintechs, and recruiters.
About Select Information Exchange, Inc.
Founded in 1966, Select Information Exchange, Inc. (SIE) is a financial data and media company focused on connecting financial professionals with the information, products, and relationships they need. Over decades, SIE has supported publishers, asset managers, and marketers with highly targeted financial data, media buying, and investor communications solutions.
Historically, SIE operated brands such as Qualified Media and Stockfocus.com, which specialized in reaching financial advisors and sophisticated investors through direct mail, space advertising, and digital channels. Today, SIE continues that legacy as a data-driven intelligence company.
About SIE Atlas
SIE Atlas is the flagship platform of Select Information Exchange—a modern financial professional database built for asset managers, wealth management firms, fintechs, and recruiters. SIE Atlas provides a comprehensive, continuously updated view of licensed financial advisors, RIAs, and other professionals across the United States and Canada, with rich firmographics and contact data.
Using flexible search and filtering tools, teams can discover, segment, and prioritize advisors by geography, firm, licenses, AUM profile, product focus, and more. SIE Atlas is designed to support compliant outreach, smarter distribution, and better coverage decisions for sales, marketing, and recruiting teams. See how the SIE Atlas platform uses financial advisor and RIA data.
Comprehensive Database
800,000+ financial professionals with historical data dating back to 1989
Natural Language Search
Natural language queries to find exactly who you're looking for
North American Coverage
Complete coverage across all 50 U.S. states and Canada
Rich Professional Data
Licenses, registrations, firm details, and contact information
Our Story
Select Information Exchange, Inc. has spent decades working with financial publishers, asset managers, and marketers to reach financial advisors and sophisticated investors. From our early days in direct mail and print advertising to today's digital-first environment, we've remained committed to one principle: connecting the right message with the right financial professional at the right time.
SIE Atlas continues that history by combining financial professional data with modern search tools for today's distribution and recruiting teams. Our platform reflects nearly 60 years of expertise in understanding how financial professionals operate, what data matters for effective outreach, and how to deliver that intelligence in ways that drive real business outcomes.
Headquartered in Miami's Brickell financial district since our founding, we remain an independent, privately held company focused on serving the unique needs of asset managers, wealth firms, fintechs, and recruiters across North America.
Contact & Headquarters
Select Information Exchange, Inc.
SIE Atlas Platform
848 Brickell Avenue, PH5
Miami, FL 33131, USA
Email: info@sieatlas.com