Digital Wealth Management Research and Advisory Service

Innovation in the North American financial services market is fast approaching a point of inflection. Near-ubiquitous mobile access, multi-channel delivery, and technological evolution are rapidly altering consumer attitudes, behaviors, and expectations.

Our FinTech Wealth Research & Advisory Service delivers quarterly reports which benchmark and track consumer and supplier insights related to automated digital wealth management over time. Our reports provide timely and relevant analyses that surface unmet needs, evaluate current market participants, and provide in-depth discussion and implications of key results.

reasons to believe: Mixed results in year-over-year digital wealth consumer engagement and barriers to consumption

Analysis of Winter 2018 Data

Report Release May 2018

Click here for report extract


Recent publications:


embracing change and reaching target customers: Revisiting and redefining the expanding digital wealth management category

Analysis of Full Year 2017 Data

Report Release: March 2017

Click here for the report extract

Inside the minds of digital wealth advice target consumers: High-appeal attitudinal consumer segments comprise more than half of the north american market

Analysis of Summer/Fall 2017 Data

Report Release: December 2017

Click here for the report extract

Third_Installment_2017_COVER (1).png

LAYING THE FOUNDATION FOR DISRUPTION: Strong Brand Consideration, High Satisfaction Among Clients, and Positive Sentiment in Online Discussion of Digital Wealth Management

Analysis of Spring/Summer 2017 Data

Report release: November 2017

Click here for a report extract

Second_Installment_2017_COVER (1).png

a market in transition: The evolution of consumer understanding, changing roles for human advisors, and brand dominance in online discussion.

Analysis of Winter/Spring 2017 Data

Report release: August 2017

Click here for a report extract