Ezra Group
HQ Address
2230 Route 70 W, Suite 2, Cherry Hill, NJ 08002, United States
Website Address
Business introduction
Delivering Superior Strategies and Solutions for Wealth Management Firms
Ezra Group provides technology and strategy solutions to the wealth management industry. Broker-dealers, banks, asset managers, RIAs, and technology vendors turn to us for specialized industry expertise to optimize their platforms, processes, and products and supercharge business growth
Ezra Group provides technology and strategy solutions to the wealth management industry. Ezra Group brings more than 15 years of experience to broker-dealers, banks, asset managers, and technology vendors. Clients look to us for specialized industry expertise to optimize their platforms, processes, and products and super-charge business growth. Under the leadership of CEO Craig Iskowitz, Ezra Group delivers deep knowledge and decades of experience in wealth management products and services. Ezra Group publishes original blogs, articles, podcasts, and newsletters that inform and educate audiences.
Ezra Group Solutions
Consulting
Turnkey enterprise tech platform Our services include building out all aspects of an enterprise advisor tech stack along with the operational processes to manage a turnkey platform. This includes platform strategy, vendor recommendations, application integration, implementation, and workflow optimization. Target operating model Our TOM methodology delivers a detailed plan for reorganizing and optimizing......
business needs
- Business Strategy & Advisory
- Compliance & Regulatory Services
- Technology Implementation & Management
Research
Market analysis A customized market analysis is a critical part of any company’s efforts to develop new products or expand into new markets. Our market analyses include an opportunity roadmap which evaluates each market segment by assessing growth potential, size, number of players, competitive presence and revenue potential. Our research team......
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
