Best Financial Advisor - Spectrem Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Spectrem Group is a financial services research and consulting firm focused on wealth and retirement markets. It conducts annual interviews and surveys with roughly 25,000 to 30,000 households to identify their financial needs and preferences, and it publishes these findings for the financial services industry. The firm publishes monthly investor confidence indices—the SMICI for the millionaire segment and the SAICI for the affluent—that act as barometers of economic sentiment used by the media and financial professionals.

The client base includes financial services firms and professionals who rely on these insights to inform strategy, product development, and client communications. The company is based in Lake Forest, Illinois; its materials also describe it as Chicago-based, reflecting its long-standing focus on investor research. With a small team, Spectrem coordinates ongoing data collection and publication through its website at millionairecorner.com.

Sign up for free to view info

Company overview Email format