Investor intelligence solutions
Grow market share and AUM with insights into the holdings of 40+ million retail investors. Uncover key trends and opportunities using the industry’s largest direct-measured dataset.
Real-time insights. Sophisticated segmentation. Robust analytics.
Comprehensive investor data analysis
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Leverage detailed insights on demographics, behaviors, and preferences
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Examine investor personas categorized by life stage, investable assets, and geography
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Implement targeted marketing and personalization
Competitive benchmarking
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Compare fund against competitors
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Gain insight into investor strategies
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Identify gaps and opportunities for growth
Impactful industry insights
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Access direct-measured data from 800+ sources
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Discover new opportunities using household investment profiles
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Build strategies around holistic views of the market landscape
Enhanced advisor management
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Equip wholesalers with investor profiles to engage advisors
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Gain insights into demographics within geographic markets
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Strengthen advisor relationships and enhance funds’ appeal
Actionable investor data
Build smarter, more precise investor engagement strategies with billions of datapoints regarding retail households and funds.
Pursue valuable growth opportunities with precise targeting backed by investor persona, market segmentation, and fund comparison insights.
Explore Investor IntelligenceRun data through deep segmentation models to recognize potential gaps and build relationships with viable investors.
Explore InvestorViewAnalyzing millions of anonymized retail investor households, the study provides a comprehensive view of US investor behavior and holding patterns.
Explore Investor Pulse
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