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

Market Research

We conduct targeted market analysis and competitive analysis on behalf of clients with useful insights. Our research powers new product strategies and business models.

Partnership Analysis

We analyze the market for potential fintech partners that can provide complementary functionality and services.  Includes observations on the key trends and marketplace forces shaping corporate strategy, identify gaps in current offerings against the needs of target market segments, review the key competitors’ strengths and weaknesses

Competitive Analysis

We assess overall market position, identify unique selling propositions and strategic advantages to deliver a comprehensive report that will help prioritize the product roadmap and overhaul the sales message.

New Product Strategy

We evaluate opportunities for new products and develop detailed, research-backed guidance on the market and the appropriate method for introducing the product to the desired clientele.

Outsourced Chief Strategy Officer

We have worked with some of the largest wealth management technology vendors to develop new outsourced Chief Strategy Officer business strategies, product roadmaps, software specifications, and improved pricing models. Our expertise extends across the entire wealth management life cycle from proposal generation to account opening to portfolio rebalancing through reporting and billing.