Spectrem Group is the premier market research and consulting firm in the wealth management and retirement industries delivering insights from wealthy investors and participants Consulting and Custom Research o Quantify market opportunities with primary investor research. o Strategy development that is fact based. o Precise Insights to understand and satisfy client expectations. o Understand the perception of your brand. o Gauge and respond to industry competitiveness. Customer Experience and Satisfaction o Personalized design of all client surveys. o Client feedback benchmark against competitors. o Detailed customer experience research on all relevant client interactions. Wealth and Retirement Research o In-depth knowledge of Wealth and Retirement Markets. o Continuous research with wealthy investors and plan participants o Research reports published throughout the year.
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The Spectrem Group annual revenue was $5 million in 2026.
Spectrem Group is based in Lake Forest, Illinois.
The NAICS codes for Spectrem Group are [54191, 541910, 54, 5419, 541].
The SIC codes for Spectrem Group are [873, 87].