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.


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.

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Fintech Vendors

Ezra Group provides the research, strategy, and expertise necessary to guide important decisions for fintech vendors around business development, strategy, and product.

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