The wealth management industry has no shortage of its own unique acronyms, terminology, and business processes. With many years of experience and inside knowledge of how this business operates, 8 Acre helps wealth management and brokerage firms go deeper in their ability to understand, attract, serve, and retain investors and financial advisors.

Regularly conducting research among financial advisors across all channels and consumers across wealth and trading levels, 8 Acre supports our clients’ decision-making in areas such as:

  • Advisor and investor experience / journey mapping
  • Acquisition / retention strategy
  • Brand positioning and strategy
  • Communications / messaging
  • Product design
  • Segmentation

Contact us at [email protected] or (917)-301-6103 to discuss your research needs.