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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.

Hearts & Wallets Questions

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

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

9 people are employed at Hearts & Wallets.

Hearts & Wallets is based in Rye, New York.

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

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

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