Independent market intelligence for wealth management leaders making decisions about customers, products, growth and advice/guidance experiences.
Latest Trends™ Reports
EQ Concept Test
Market Sizing
EQ Concept Test
Why H&W
Trusted by leading U.S. financial services firms, Hearts & Wallets brings together proprietary data, market analysis and the customer voice to provide a comprehensive view of the U.S. wealth marketplace. Understand who controls the money, what customers want, where assets are moving and where opportunities for growth exist.
H&W has brought an understanding of the consumer mindset to the forefront of our business decisions and given us a heads up on emerging trends.”
Three Proprietary Databases
H&W’s three proprietary databases provide a multidimensional view of the U.S. wealth marketplace—combining quantitative customer intelligence, competitive advice and experience intelligence, and the qualitative voice of the customer.
Investor Quantitative™ Database
135M
Data points on consumer behavior and competitive buying patterns
Inside Advice® Database
60K
Data points on the structure of customer advice experiences
Explore Qualitative™ Database
8K
Curated consumer stories on emerging products and services
H&W Solutions
H&W’s databases power a suite of solutions that transform data into actionable market intelligence—connecting market, customer and competitive perspectives to inform decisions across the organization.
You have data and credibility. No one comes this close to this level of scrutiny and rigor.”
Trends™
Ongoing market intelligence through subscriber reports and interactive briefings led by H&W subject matter experts, combining proprietary data, analysis and industry perspective into actionable findings.
Investor Quantitative™ Dataminer
Interactive quantitative intelligence to explore who buys what, where and at what price—across markets, customer segments and competitors.
Inside Advice® Benchmarking
Competitive intelligence to evaluate advice, guidance and service experiences—revealing strengths, gaps and opportunities to improve.
Explore Qualitative™ Vault
Searchable qualitative intelligence capturing consumer perspectives on unmet needs, strategic issues and new concepts shaping the future of retail saving, investing and financial advice.
The H&W Advantage
Bring together market, customer and competitive intelligence for a more complete view of the forces shaping the wealth marketplace.
Market Sizing
How big is the market?
Money Movement
Where is the money going?
Competitive Buying Habits
What are consumers buying?
Customers & Segments
Who controls the money?
Advice & Guidance Experiences
How does your firm compare?
Enterprise Market Intelligence
H&W market intelligence supports decision-making across the organization—helping teams identify opportunities, better understand customers and strengthen strategies for growth.
Line Functions
Staff Functions
