Delivering Superior Strategies and Solutions for Wealth Management Firms

We couldn't be happier that we selected Ezra Group for our market analysis project. They did an outstanding job marrying their technology expertise with deep dive data research. Their team not only understood how our products fit in the asset and wealth management ecosystems, but also grasped our business challenges.

The Ezra Group team was collaborative and supportive on our market analysis project. Craig and his team have tremendous knowledge in the wealth management space and are able to apply it in a practical and results-oriented way. They are a pleasure to work with and always deliver to an exceptionally high standard.

We have been working with Craig and the Ezra Group team for almost a decade and they have become one our most trusted consulting partners. They have helped us on many important strategic projects for our long-term business strategy.

I recommend Craig and his team to any fintech looking for research and guidance on software product strategy in the wealth management space. Right from the start, their friendly and competent team conducted thorough market research on our behalf and developed a report that we relied on to prioritize our product roadmap and overhaul our sales message.

The Ezra Group team was critical in aligning our organization and product roadmap around market needs. Whether it was providing competitive analysis or offering sage advice, Craig and the team have been my most trusted resource to brainstorm strategies and discover points of differentiation.

Ezra Group was the first call I made when we needed help implementing a new financial planning billing system. Their decades of experience working with broker-dealers made them the right choice to lead the migration of our finance, compliance, and invoicing processes onto the new platform. Given the project’s complexity, it would have taken us twice as long to complete without Ezra Group’s valuable advice and guidance. Their team led the deployment seamlessly and kept us and our vendor on schedule. Ezra identified potential risks, before they became problems, so that we could avoid them and achieve our goals. I would recommend Ezra Group to any enterprise wealth firm looking for software implementation support.