Get the Cutting-edge Insights from Hearts & Wallets Experts in Reports

Our best thinking Reports are drawn from Hearts & Wallets proprietary U.S. consumer and advice benchmarking databases

Light the spark to innovation and top-line growth. Our Reports offer data and insights you won't find elsewhere thanks to the fusion of strategy consulting, experience in consumer package goods marketing and financial operating roles – with fresh perspective that comes from a broad outlook. 

Reports come from three proprietary databases that fit all your needs. Choose from the following Reports:

  • IQ Reports find provocative consumer trends within Investor Quantitative™ Database, the Hearts & Wallets proprietary consumer quantitative database with 1,600 fields on over 45,000 U.S. households. 
  • EQ Reports reveal unmet needs that drive future trends, and language that makes marketing communications resonate today, from Explore Qualitative™ Database, the Hearts & Wallets proprietary consumer qualitative database with over 8,000 consumer verbatim on curated topics. 
  • State of Advice and Guidance Report presents trends and best practices from Inside Advice® Benchmarking, the industry’s most comprehensive and objective database of how advice and guidance experiences are designed. 
  • Portrait Market Sizing applies fields from Investor Quantitative™ Database to government statistics to show saving and investing markets figures in the ways strategy, innovation and marketing investment executives need. The Portrait of U.S. Household Wealth Report is the starting place for sizing and projecting.

Start with a single Report today!  See All Reports

Become a Trends Subscriber for a steady flow of consumer-centric insights and competitive data throughout the year. Enjoy early access to all Reports and exclusive Monthly Subscriber Briefings with subject matter experts discussing big ideas from each month's Reports. Contact Us!

"Rarely does any content that I've read over the years reach the level of sophistication and credibility that Hearts & Wallets produces."
– SVP Consumer Insights, top 5 U.S. diversified financial services company

Contact Us