Delivering Superior Strategies and Solutions for Wealth Management Firms
Ezra Group provides technology and strategy solutions to the wealth management industry. Broker-dealers, banks, asset managers, RIAs, and technology vendors turn to us for specialized industry expertise to optimize their platforms, processes, and products and supercharge business growth.
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Enterprise Wealth
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Technology Platform Strategy and Evaluation
Successful wealth management firms need efficient technology platforms. Without the right mix of strategy and platforms.
Data-as-an-Asset Strategic Assessment
This assessment gives C-Suite leaders superior insight on whether their organization is positioned.
Advisor Compensation Systems
CIOs, CTOs and other wealth management executives need data to effectively mitigate risk and identify opportunities to increase revenue.
Fintech Vendors
Ezra Group provides the research, strategy, and expertise necessary to guide important decisions for fintech vendors around business development, strategy, and product.
Competitive Analysis
Ezra Group assesses overall market position and identifies unique selling propositions.
New Product Strategy
Ezra Group evaluates new product opportunities and develops researchbacked guidance for taking new products to market.
Market Research
Ezra Group conducts targeted market analysis and competitive analysis designed to yield useful data.
Private Equity
Ezra Group provides the research, strategy, and expertise necessary to guide important decisions for private equity firms around business development, strategy, product and acquisition.
Due Diligence Services for Acquisitions of RIAs
Ezra Group analyzes the firm’s operational process and entire technology stack including full cybersecurity review to identify potential red flags that could require significant investment post-acquisition.
Due Diligence Services for Acquisitions of Fintechs
Ezra Group analyzes the firm’s current product functionality and compare against top competitors, provide gap analysis, prioritization, product roadmap recommendations, and market sizing estimates to help determine valuation and future revenue growth.
Product Strategy & Market Research to Support Fintech Portfolio Companies
Ezra Group conducts a competitive analysis, partnership analysis, product roadmap review & recommendations, sizing of new markets, surveys of prospective clients for new product offerings.
Market Research to Identify Possible Acquisition Targets
Ezra Group reviews WealthTech spaces for companies that we believe would be strong targets for acquisition.
See How Ezra Group Increased One Firm's Sales By 300%
A fast-growing fintech that provides marketing automation software (martech) and services to wealth management firms approached us looking for market research to help drive their product
roadmap.
After brainstorming with their senior management team, we proposed a project to perform a competitive analysis.
Competition had been increasing in the martech space before the pandemic, but absolutely exploded post-pandemic as advisors were unable to meet with clients or prospects face-to-face.
New vendors flooded the market with innovative products and our client need direction and a better understanding of how table stakes had changed.
Ezra Group Gets Results
We couldn't be happier that we selected Ezra Group for our market analysis project. They did an outstanding job marrying their technology expertise with deep dive data research. Their team not only understood how our products fit in the asset and wealth management ecosystems, but also grasped our business challenges.
The Ezra Group team was collaborative and supportive on our market analysis project. Craig and his team have tremendous knowledge in the wealth management space and are able to apply it in a practical and results-oriented way. They are a pleasure to work with and always deliver to an exceptionally high standard.
We have been working with Craig and the Ezra Group team for almost a decade and they have become one our most trusted consulting partners. They have helped us on many important strategic projects for our long-term business strategy.
I recommend Craig and his team to any fintech looking for research and guidance on software product strategy in the wealth management space. Right from the start, their friendly and competent team conducted thorough market research on our behalf and developed a report that we relied on to prioritize our product roadmap and overhaul our sales message.
The Ezra Group team was critical in aligning our organization and product roadmap around market needs. Whether it was providing competitive analysis or offering sage advice, Craig and the team have been my most trusted resource to brainstorm strategies and discover points of differentiation.
Ezra Group was the first call I made when we needed help implementing a new financial planning billing system. Their decades of experience working with broker-dealers made them the right choice to lead the migration of our finance, compliance, and invoicing processes onto the new platform. Given the project’s complexity, it would have taken us twice as long to complete without Ezra Group’s valuable advice and guidance. Their team led the deployment seamlessly and kept us and our vendor on schedule. Ezra identified potential risks, before they became problems, so that we could avoid them and achieve our goals. I would recommend Ezra Group to any enterprise wealth firm looking for software implementation support.
