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About

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Wealth Transfer Strategies

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Headquarters

110 Charles St W, Toronto, ON M5S-1K9, CAN

Overview

Data-Driven Solutions for Enhancing Productivity and Growth in Wealth Management

PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world's largest retail wealth management dataset.

Financial advisors and wealth management firms partner with PriceMetrix to improve productivity, client experience, and decision-making while identifying and pursuing growth opportunities.

PriceMetrix provides instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice. The company's pricing tools give advisors visibility into industry pricing, while its enterprise tools allow firms to easily establish and execute a pricing strategy that is clear, fair, and consistently applied. PriceMetrix's market insights offer relevant and credible industry perspectives to help financial advisors and firms make informed, data-driven decisions.

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Derek Altimas

McKinsey PriceMetrix

Client Development Advisor

Chris Skyrme

PriceMetrix

Associate Partner, Solution leader

Kieran Bol

PriceMetrix

Team Lead, Client Analytics

Matt Chambers

PriceMetrix

Client Manager

Locations (2)

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Toronto Location

110 Charles St W, Toronto, ON M5S-1K9, CAN

Toronto

155 Wellington St W, Toronto, ON M5V-0C3, CAN

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Data-Driven Solutions for Enhancing Productivity and Growth in Wealth Management

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Chris Skyrme

Kieran Bol

Matt Chambers

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