How we help clients
retail investors represented in our data
in investment assets
of aggregated data
Senior PartnerNew York
Brings a unique perspective to help clients anticipate the changing needs of consumers in financial services and adjacent markets...
Works closely with leaders of North American wealth management firms to implement growth initiatives and pricing management programs...
Head of Technology & OperationsToronto
Ensures the development and scaling of secure services to deliver impact to wealth management firms in North America