Founded in 2006 as an independent, unbiased source of research and insight, Beacon Strategies has grown to become the go-to expert in financial technologies. With access to hundreds of top financial decision-makers, executives at solutions vendors, and senior managers at clearing and custody firms, Beacon also is a focal point for defining cutting-edge industry trend and best-practices. 

Since its formation, the firm has expanded its staff and expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems. Beacon’s clients for customized research and consulting include broker-dealers, technology solution providers and investment product manufacturers. All Beacon clients receive tangible, actionable advice and perspectives that combine qualitative strategic and environmental analysis with quantitative market and product research.

The firm publishes The Beacon Reports, which highlight and statistically analyze trend-line subject matter specific to broker-dealers. The firm also publishes The Beacon 100SM, a series of research reports that comparatively measure a spectrum of solution providers to the financial and securities industries. To meet clients’ specific needs, Beacon publishes loadstar reports, research that provide insights beyond the traditional scope.