WISE Information

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.