ABOUT H&W
Market Intelligence for Wealth Management
Hearts & Wallets (H&W) is a leading source of independent market intelligence for the U.S. wealth management industry. We combine proprietary data, market expertise and the customer voice to give financial services firms a clearer view of the marketplace—and the intelligence to act on it.
”When a potential client wants an independent evaluation, I truly believe that no one can do an advanced audit the way H&W does.”
CEOOf Advice Software Start-up
Independent Perspective
Proprietary Intelligence
Deep Wealth Market Specialization
Cross-Industry Perspective
Expert Led-Analysis & Actionable Findings
INDUSTRY EXPERTISE
H&W Across the Financial Services Landscape
H&W brings extensive experience working alongside leading U.S. financial services firms, providing an independent perspective on the customers, competitors and market dynamics shaping their businesses.
Our market intelligence can support firms across the financial services landscape, including wealth management, brokerage, asset management, banking, retirement, insurance, fintech and wealthtech. Wherever firms serve investors, H&W provides the intelligence and perspective to better understand their needs, behaviors, buying patterns and expectations.
Wealth Management
Brokerage
Asset Management
Banking
Insurance
FinTech & WealthTech
OUR EVOLUTION
Built to Understand a Changing Wealth Marketplace
H&W was founded in 2008 with a vision for a more complete view of the wealth marketplace. While the industry focused heavily on individual opportunities and short-term trends, we saw the need to understand the needs, wants and purchasing behaviors of all consumers behind all the money.
Since our inception, H&W has tracked investor needs, behaviors and competitive buying patterns, building a long-term market perspective across customer segments and distribution channels. This broader view helps financial services leaders anticipate change, understand emerging dynamics and identify opportunities for growth.
H&W In the Marketplace
A Trusted Voice in Wealth Management
A go-to resource for financial media covering the trends, behaviors and competitive dynamics shaping the wealth marketplace.
Our Team
The Minds Behind H&W
H&W team and the expertise behind the client work
FROM INSIGHT TO IMPACT