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We help wealth managers understand, communicate about, and improve their performance. 

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Helping you make WISE decisions

WISE uses high-quality data analysis to provide wealth managers and trust companies with affordable, customized insight about their performance.

A Vibrant Member Community

WISE works with the largest firms in wealth management as well as innovative midsize and small firms in every region of the country. Members include bank wealth managers, independent trust companies, and brokerage-affiliated trust organizations.

How We're Different

Wealth management is our only business. Our team has past experience advising private banks, trust companies, RIAs, brokers and single and multi-family offices. WISE provides valuable insight by unpacking research findings to identify each firm’s main strengths and weaknesses. WISE has gathered comprehensive data from more than 100 firms about profitability, productivity, growth metrics (including sales and retention), employees and outsourcing practices.

Customized Research and Insight

Do you need to know the revenue return on assets for companies with your exact business mix and average account size? Are your fees higher than market benchmarks (hint: they should be)? Do you give more discounts than others? What’s an appropriate workload for firms with your average client size? We provide custom analysis to support your key initiatives and help you make better decisions.

Performance Dashboards

Understand your firm’s performance by leveraging the gold standard in wealth management data and benchmarks.

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Consultative Reviews

Improve your performance by talking to our team about your firm’s strengths and opportunities.

 

Stakeholder Education

We support your communication needs, from the board, to your management team, to sales and servicing personnel.

 

Member Meeting

Enhance your network by discussing shared issues and challenges with other industry leaders.

Industry Research

Lean how other firms are responding to intractable growth, productivity and profitability challenges.

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Custom Data Analysis

Extend your team with support for your project work; access robust financial, operational and pricing databases.

Want to learn more?

Please contact any member of our team.

Contact Us!

Our Team

WISE is relatively new firm, but our team is not. WISE was founded by veteran industry analysts who have held leadership roles in boutique wealth management research and consulting firms.
David Lincoln
Partner
David Irwin
Partner
Michael Kostoff
Partner