Wealth Management
Improve performance through unique insight and high-quality data analytics on growth, sales, pricing, staff productivity, and profitability specifically for wealth managers and trust companies.
Powered by veteran industry analysts, our market expertise includes high-net-worth, ultra-high-net-worth and our content expertise includes growth, profitability, sales, pricing, productivity, and industry trends. We don’t just provide data – we provide insight from data. We improve upon existing business research and consulting services by using high-quality data and empirical analyses to understand and enhance firms’ performance.
In total, we have data from more than 130 wealth management firms representing more than $4 trillion in assets. 1,700+ fee schedules from banks, trust companies and RIAs. 100,000+ accounts, along with revenue, asset, householding, and other data from a cross-section of leading banks and trust companies.
Gain a fresh, evidence-based perspective to help you make decisions about your business, including its risks and opportunities through our gold-standard comparative data about your firm’s margins, growth rates, sales efforts, expenses and productivity.
Improve revenue and profitability outcomes through unique proprietary data and in-depth reports that identify pricing and discounting opportunities across your client base.
Learn more about the bespoke project support we provide to help clients achieve mission-critical priorities that are unique to their organization.
Join your industry peers and Datos Insights’ experts at our Wealth Management Forum on October 10, 2024 in New York.
Explore our latest wealth management research, meet our team of experts, and learn more about our advisory subscription offerings.
