Delivering actionable expertise and solutions to the wealth management industry.

Focused on the needs of broker-dealers, bankers, asset managers, RIAs, and WealthTech, our advisory services, market intelligence, and proprietary tools help to yield growth-focused outcomes. Learn more

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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

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

How We Partner with You

As an extension of your team, our goals-centered approach provides the expertise, research, and holistic strategy to scale your business development, operational efficiency, and technology-driven requirements.
Enterprise Wealth Management Fintech Private Equity
Technology Platform Strategy & Evaluation Competitive Analysis Due Diligence - RIA Tech Stack
RFP Management Partnership Analysis Due Diligence - Fintech Market
Enterprise Software Implementation New Product Research Portfolio Company Product Strategy & Roadmap
Data-as-an-Asset Strategic Assessmenti Product Roadmap Prioritization Market Research
Target Operating Model Content Development Identification of M&A Targets
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Ezra Group WealthTech Integration Score℠

How do you stack up?

Provides more information to wealth management firms when evaluating software products.
Encourages software vendors to increase the transparency of their integration capabilities.
Enables wealth management firms to build more tightly connected technology experiences.
Incentivizes wealthtech vendors to build more robust integrations with better developer support.

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