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WMIQ Research Solutions

Make Data Driven Decisions with Our Expert Industry Intel

Our mission is to educate and inform financial advisors with our research content — and provide the companies that support and empower them with unparalleled access, intelligence and understanding of the wealth management market.

Research Solutions


Benchmarking Studies

Editorial driven benchmarking studies provide deep insights on industry topics, to provide you with the insights you need and align your brand as a thought leader.

Think Tanks

Think Tanks are an invaluable way to bring together industry leaders and experts to discuss relevant topics and produce actionable outcomes. Gain access to influential voices shaping the industry and position your brand as a thought leader.

Pulse Studies

Designed to “keep a pulse” on the industry – these advisor studies provide the most up to date insight on specific topics.

Brand Perception Study

Your customers and prospects matter; and so do their opinions. Our in-depth market research will help you better understand the market perception around your brand, brand recognition, purchase intent, behavior, value, and more.

Custom Research

WMIQ has the ability to tap into some of the most influential communities of financial advisors to conduct targeted surveys, focus groups and one-to-one interviews to inform our research projects.

The 2025 WealthStack Study


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The 2025 WealthStack Study uncovers transformative shifts in wealth management technology adoption and investment. This comprehensive industry analysis examines how firms are navigating digital transformation, from AI implementation to operational enhancement, revealing distinct patterns among Innovators, Operators, and Laggards in their pursuit of competitive advantage and client value.

Take the first step Make Data Driven Decisions with Our Expert Industry Intel