Ezra Group provides competitive analysis for companies that provide technology solutions to the wealth management industry.  Leveraging best-in-class research, we help our customers go-to-market, defend market share & develop product roadmaps, all while helping them anticipate & plan for competitive threats.

What differentiates us from is our ability to blend primary and secondary research with strategic analysis, bridging the gap between traditional competitive intelligence firms and Big 5 consulting firms. Our combination of exceptional research and strategic analysis is viewed by our clients as a key differentiator.

Our goal is to provide research-based insights that support our clients’ decision-making process.