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.
Performance Dashboards
Understand your firm’s performance by leveraging the gold standard in wealth management data and benchmarks.
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.
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.
Our Team
WISE was founded by veteran industry analysts who have held leadership roles in boutique wealth management research and consulting firms.