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IQ Dataminer Software


Tap into our proprietary quantitative database with over a 100 million data points on saving, investing and advice. Design custom segments, run your own queries and access historical data quickly through our easy to use software.

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"IQ Dataminer is amazing. Spectacular! I understand everything. It's incredibly user friendly."
VP, Market Intelligence and Thought Leadership
Multinational Investment Management Company
NOW AVAILABLE

2024 Survey Data Now Available

Hearts & Wallets is pleased to announce that 2024 survey data is now included in IQ Dataminer and will be incorporated into future reports.

2024 SURVEY ENHANCEMENTS:

  • Veteran Status
  • Concerns on U.S. Political Environment
  • Participation in Employee Sponsored Stock Purchase Plans and Equity Compensation
  • Financial Support of Family Members
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One of the most comprehensive personal finance data sets on a single platform

120M+
Data points
70K
U.S. Households
1600
Customizable fields

IQ Dataminer Software Sample Query


Sees Value in Paying for Financial Advice (by Generation, 2013-2021)

IQ™ Database


Full Coverage of Attitudes, Behaviors and Buying Patterns

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DEMOGRAPHICSAge, Gender, Race, Family, Lifestage, Employment, Life Events, Health and MoreMONEY MOVEMENTActivity LevelTransaction TypeTransaction AmountTiming of Decision and MoreINCOME & NET WORTHEmploymentHousehold BudgetSpending by Category Account Types and MoreATTITUDES & SENTIMENTSentimentGoalsConcernsAttitudes and MorePAIN POINTS & ACTIONSDifficulties (Financial Tasks) Reasons for Seeking Help Actions Taken/Planned Advice Gaps and MoreADVICE & TECHNOLOGYDecision-Making Preference Sources of Information & AdviceFrequency of Consultation Online Activities and MoreWANTS & PRICINGWants from FirmWants from Financial Professional Perception of ValuePricing Mechanism & Amounts and MoreINVESTMENT PRODUCTS & ASSET MANAGERSAsset Class AllocationInvestment Products OwnedOnline Brokerage Ownership Trading FrequencyAsset Managers and MoreSTORES & SUCCESS METRICSStore RelationshipsAccount Types Loyalty MeasuresStore Specific Rankings and MoreRETIREMENT & FUNDINGStopping WorkIncome Replacement Rate Sources of IncomeWorkplace Retirement Plans and MoreTIMELY TOPICSCOVID-19 Tracking (2020)Wealth Transfer (2015, 2018)Retirement Income (2012, 2014, 2016)Family Discussions (2015, 2018) and More

Hear From Our Clients


  1. 1 / 3
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  3. 3 / 3
"IQ Dataminer is an argument ender. Instead of debating for half an hour, you get an answer and move on to action."
Senior Executive, Responsible for the Business and Product Managers on 100 Scrum Teams
Large Diversified Firm
"“Rarely does any content that I’ve read over the years reach the level of sophistication and credibility that Hearts & Wallets produces."
Client Experience Manager
Major Diversified Firm
"We would not have made the same progress without Hearts & Wallets. The team is passionate, collaborative and creative, working closely with us to identify actionable, relevant insights."
Principal, Client Insights & Strategy
One of the Fastest Growing Broker-Dealers
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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

Reminder

Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

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