WISE is a research and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common elsewhere—especially regarding growth, sales, pricing, staff productivity, and profitability. 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.
WISE uses high-quality data analysis to provide firms with customized insight about their performance. We work with largest firms in wealth management, as well as innovative midsize and small firms in every region of the country. WISE serves bank wealth managers, independent trust companies, and brokerage-affiliated trust organizations.
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.
Real CPA’s. Perfect books. Expert bookkeeping, tax, and CFO services for start-ups and small to midsize businesses. Wisdom Books is an innovative, all-in-one accounting solution, tailored to your small business needs. We combine our expertise with powerful cloud software and technology. Dedicated bookkeepers, payroll specialists, tax accountants and CPA's, on demand. Serving all 50 states, nationwide with over 30+ years of experience.
We strive to serve our clients every step of the way, with clients ranging from $100k-$50m+ in annual revenues. Wisdom Books services a wide range of client industries such as real estate, medical , eCommerce, transportation, technology, automotive, and various other industries.
Aspiring entrepreneurs who desire to venture into Unconventional Internet Business or to enhance their existing businesses the IT way, WisdomHub offers a unique comprehensive training program that integrate a wide range of IT knowledge, Success Business Models and Business Strategies Training, with the aim to help individuals to shorten the learning curve in the e-Business world and assist them to develop their own unique business plan to achieve financial goals. The program is further supported by a team of professionals providing essential business advice and IT support services to individuals looking for a convenient one-stop solution to realize their business plans. WisdomHub's Resource Centre continues to provide a fun and life long learning experience. WisdomHub also provide Business Planning and e-solutions to corporations and offer a non-core Investment education course to individuals who are interested to enhance their wealth creation knowledge via the investment route. Through the Wealth Creation Synergy Program, WisdomHub vision is to build a group of Enriched Entrepreneurs, with the aim to help other WisdomHub Community members to continuously create wealth and joy together and to share it with others who are underprivileged.
Private
$4M Revenue
http://www.wisdomhub.com
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