High Quality Performance Benchmarking Data on 
Top Wealth Management Providers

Custom research can provide a lens, but the wealth management industry lacks a study that compares competitors across the board. We listened to our clients and found an opportunity to provide a viable, credible solution that meets their competitive benchmarking needs.

WealthMark™ was developed in response to industry demands for high quality benchmarking data on the top providers of wealth management services.

WealthMark™ provides results on key metrics of interest to wealth providers looking to understand how they compare to their peers and maintains a pulse on relevant topics related to servicing High Net Worth (HNW) clients.

Benchmarks Include:

  • Overall Satisfaction
  • Net Promoter Score®
  • Loyalty Metrics via Commitment Model
  • Primary Contact Performance
  • Personnel Turnover
  • Problem Occurrence
  • Lead Provider

Subscription Options

2021 Baseline

2022 Study

ANNUAL SUBSCRIPTION:
  • 2021 Year-end Benchmark Report (delivered Q1 2022)
  • Both 2021 Quarterly
    Content Reports

    • Future of In-person Contact
    • Rise of Cryptocurrency
  • Discussion of Results
  • Up to 8 hours of consultation and custom data analysis
FULL SUBSCRIPTION:
  • 2022 Year-end Benchmark Report (delivered Q1 2023)
  • Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
  • Discussion of Results

  • Up to 8 hours of consultation and custom data analysis
ENHANCED SUBSCRIPTION:
  • Interim 1st Half 2022 Topline Report (Delivered Q3 2022)
  • 2022 Year-end Benchmark Report (delivered Q1 2023)
  • Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
  • Discussion of Results

  • Up to 12 hours of consultation and custom data analysis

Subscription Options

2021 Baseline

ANNUAL SUBSCRIPTION:
  • 2021 Year-end Benchmark Report (delivered Q1 2022)
  • Both 2021 Quarterly
    Content Reports

    • Future of In-person Contact
    • Rise of Cryptocurrency
  • Discussion of Results
  • Up to 8 hours of consultation and custom data analysis

2022 Study

FULL SUBSCRIPTION:
  • 2022 Year-end Benchmark Report (delivered Q1 2023)
  • Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
  • Discussion of Results

  • Up to 8 hours of consultation and custom data analysis
ENHANCED SUBSCRIPTION:
  • Interim 1st Half 2022 Topline Report (Delivered Q3 2022)
  • 2022 Year-end Benchmark Report (delivered Q1 2023)
  • Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
  • Discussion of Results

  • Up to 12 hours of consultation and custom data analysis

For sample deliverables or more information on WealthMark™ and how we can work together to fulfill your competitive benchmarking needs, please fill out the following fields:

WealthMark Form