Participate in Everest Group's Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group is launching its second iteration of the PEAK Matrix® assessment focused on wealth management technology providers. The key objective of the research is to examine demand trends and evaluate technology providers’ capabilities, map them on Everest Group’s proprietary PEAK Matrix®, and develop compelling market insights to provide strategic decision support for banking enterprises, credit unions, wealth management firms, and other financial institutions offering services to different types of investors. 

The research aims to assess products and generate a comparative capability-impact matrix for key market players. Everest Group will designate technology providers as Star Performers based on their improvements over time on the PEAK Matrix®. The resulting matrix will be called the Products PEAK Matrix® for Wealth Management.

Participate in Everest Group’s Wealth Management Products PEAK Matrix® Assessment 2024 to showcase your distinctive capabilities in the wealth management area to the market and gain further brand visibility

WealthManagementProducts PEAKMatrixAssessment 2024 ResearchScope

What is a PEAK Matrix® Assessment?

PEAK Matrix® assessments are Everest Group’s service to our enterprise clients. We aim to include the most relevant players to help our clients make informed sourcing decisions based on the true and complete picture of the supplier space.

Vendors leverage these assessments to market their capabilities to enterprises and their clients. In addition to being a marketing tool, participants featured on the specialized PEAK Matrix assessment receive enhanced visibility and are viewed with trust in the marketplace.

How can we engage?

Please let us know how we can help you on your journey.

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