The Bielan Group Adds WISE Insights to Strategic Partners Platform

April 17, 2023by Denise Tognarina

With the industry moving towards wealth unification, having a business analytics and performance assessment partner that is established in both business lines is a natural fit for much of the work we do.

Peter Bielan

The Bielan Group Expands Its Ability to Provide Data and Analytics to Financial Institution Partners

We’re excited to share that WISE Insights has joined The Bielan Group Strategic Partners platform – the group of affiliated firms with which we partner to provide our clients with best-in-class resources and support.

WISE is a boutique analytics and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common elsewhere.

The WISE IM&T, Wealth Management, and Brokerage Performance Assessment provides detailed comparative data and analysis about profitability, growth, sales, team productivity, and spending. They focus on what matters most: the essential data you need for evaluating your firm’s performance, for making decisions, and for communicating with stakeholders. The assessment gives you access to aggregate KPIs and trend data for 100+ bank wealth managers and trust companies nationwide, from small firms to large, national brands.

Together, The Bielan Group and WISE Insights will help you make decisions about your business – its risks and opportunities—by bringing a fresh, evidence-based perspective to your decision-making.

Visit to learn more about WISE Insights or visit the WISE website at

Denise Tognarina

The Bielan Group
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The Bielan Group provides the Wealth Management Industry with the experience and resources to help firms make more informed decisions and enhance business performance.
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