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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.
Ezra Group provides the research, strategy, and expertise necessary to guide important decisions for fintech vendors around business development, strategy, and product.
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.
Ezra Group conducts targeted market analysis and competitive analysis designed to yield useful data.
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.