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We help wealth managers understand and improve their business performance.

WISE Q3 2020 Wealth Financials Health Check

Helping you make WISE decisions

WISE uses high-quality research and data analysis to provide wealth managers and trust companies with in-depth and customized insights about their performance.

A Vibrant Member Community

WISE works with the largest firms in wealth management as well as innovative midsize and small firms in every region of the country. Members include bank wealth managers, independent trust companies, and brokerage-affiliated trust organizations.

How We're Different

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. 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.

Customized Research and Insight

Do you need to know the revenue return on assets for companies with your exact business mix and average account size? Are your fees higher than market benchmarks (hint: they should be)? Do you give more discounts than others? What’s an appropriate workload for firms with your average client size? We provide custom analysis to support your key initiatives and help you make better decisions.

Performance Dashboards

Understand your firm’s performance by leveraging the gold standard in wealth management data and benchmarks.

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Consultative Reviews

Improve your performance by talking to our team about your firm’s strengths and opportunities.

Stakeholder Education

We support your communication needs, from the board, to your management team, to sales and servicing personnel.

Member Meeting

Enhance your network by discussing shared issues and challenges with other industry leaders.

Industry Research

Lean how other firms are responding to intractable growth, productivity and profitability challenges.

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Custom Data Analysis

Extend your team with support for your project work; access robust financial, operational and pricing databases.

Want to learn more?

Please contact any member of our team.

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Our Team

WISE was founded by veteran industry analysts who have held leadership roles in boutique wealth management research and consulting firms.

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