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Hearts & Wallets Information

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Hearts & Wallets supports broker-dealers, asset managers, retirement companies, banks and other financial institutions in making informed and smart decisions through reports, data mining software and competitive analysis. We research behavior relating to saving, investing and financial advice. Through our three proprietary databases, we track current trends, benchmark advice and guidance experiences, and collect customer sentiments and attitudes. Learn more at www.heartsandwallets.com.

Website http://www.heartsandwallets.com
Revenue $5 million
Employees 11 (6 on RocketReach)
Founded 2008
Address 153 Locust Avenue, Suite 200, Rye, New York 10580, US
Phone +1 800-930-0966
Technologies
Industry Financial Services, Business Services General, Business Services
Keywords Financial Services Research, Competitive Intelligence Reports, Investment Decision Support, Financial Market Analysis, Wealth Management Data, Asset Management Software, Asset Allocation Strategies, Financial Institution Solutions, Market Research Reports, Financial Planning Software, Financial Technology Services, Banking Analytics
Competitors Moody's Analytics, Statista, Forrester, JD Power, NerdWallet, Mintel, Bankrate, PYMNTS, Aite Group, CANNEX Financial Exchanges Ltd. +45 more (view full list)
SIC SIC Code 873 Companies, SIC Code 87 Companies
NAICS NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 541910 Companies, NAICS Code 54191 Companies, NAICS Code 5419 Companies

Hearts & Wallets Questions

The Hearts & Wallets annual revenue was $5 million in 2026.

Laura Varas is the Founder & CEO of Hearts & Wallets.

6 people are employed at Hearts & Wallets.

Hearts & Wallets is based in Rye, New York.

The NAICS codes for Hearts & Wallets are [54, 541, 541910, 54191, 5419].

The SIC codes for Hearts & Wallets are [873, 87].

Top Hearts & Wallets Employees

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