WISE is a research and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common elsewhere—especially regarding growth, sales, pricing, staff productivity, and profitability. WISE has gathered comprehensive data from more than 130 firms about profitability, productivity, growth (including sales and retention), fees, pricing and discounting practices, staffing, and outsourcing since 2012.
WISE uses high-quality data analysis to provide firms with customized insight about their performance. We work with largest firms in wealth management, as well as innovative midsize and small firms in every region of the country. WISE serves bank wealth managers, independent trust companies, and brokerage-affiliated trust organizations.
Wealth management is our only business. Our team has past experience advising private banks, trust companies, RIAs, brokers, single and multi-family offices. WISE provides valuable insight by using research to identify each firm’s main strengths and weaknesses.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1875 Connecticut Ave Nw, Washington,district Of Columbia,united States
- Industry
- Research Services
- NAICS
-
Scientific Research and Development ServicesResearch and Development in the Physical, Engineering, and Life SciencesResearch and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology)
- Website
- http://www.wiseinsights.com
- Keywords
- wealth management, data presentation, financial services, pricing, fees, performance assessment, benchmarking, data analytics, financial services, high net worth.
- HQ
- Washington, District of Columbia
Wise Questions
Wise's website is http://www.wiseinsights.com
Wise's LinkedIn profile is https://www.linkedin.com/company/wiseinsights
Wise has
7 employees.
View email and phone details for 7
employees at Wise.
Wise's industry is
Research Services
Wise's top competitors are
Pamlico Capital,
Javelin Strategy & Research,
Aci Worldwide,
Family Office Exchange,
Datos Insights,
Forge Community,
Celent,
Women's Advocacy Initiative,
Sei,
Wise Insights.
Wise's categories are Research Services
Wise's founding year is 2012
