CEG Insights (Formerly Spectrem Group) Employee Directory

Q: What is CEG Insights (Formerly Spectrem Group) known for?

CEG Insights (Formerly Spectrem Group) was founded in 2023. CEG Insights (Formerly Spectrem Group) operates in the Market Research industry.

Market ResearchUnited States11-50 Employees

CEG Insights was born of a strategic fusion of two industry powerhouses: Spectrem Group, a leader in affluent investor research, and the research team of CEG Worldwide, a renowned advisor coaching firm. This merger, which took place in 2023, combined over 20 years of affluent investor research with extensive coaching experience, creating a unique platform that accelerates advisor success and helps senior executives drive organic growth.

Our inaugural offering, the Wealth Management Mastery Series, was unveiled shortly after our formation. This groundbreaking program empowers senior financial services executives to drive organic growth and attract affluent clients through their financial advisors. The series presents a prime opportunity for financial institutions to capitalize on the growing dissatisfaction among wealthy clients with their current advisors.

Today, CEG Insights continues to empower senior executives to engage with financial advisors, sharing insights and actionable steps for sustainable organic growth. We invite you to leverage our comprehensive solutions to elevate your financial advisors’ success and propel your business forward. Join us on this journey toward excellence in wealth management.

Find CEG Insights (Formerly Spectrem Group) employees' phone numbers or email addresses

CEG Insights (Formerly Spectrem Group) Global Highlights

North America
6

United States Of America
6

CEG Insights (Formerly Spectrem Group)'s Leadership

G. O.
Director
Mobile Phone
Email
D. G.
Managing Principal Of Strategic Solutions
Mobile Phone
Email

Contact profiles from CEG Insights (Formerly Spectrem Group)

Name

Title

Contact Info

Location

Last Update

G. O.
Director
Mobile Phone
Email
United StatesConnecticut
Oct 17, 2025
D. G.
Managing Principal Of Strategic Solutions
Mobile Phone
Email
United StatesMassachusetts
Sep 09, 2025

Frequently Asked Questions

What is CEG Insights (Formerly Spectrem Group) known for?

CEG Insights (Formerly Spectrem Group) was founded in 2023 operates in the Market Research industry. The company's main headquarters is located in 1954 Hayes Ln, San Martin, California 95046, US; you can contact the main corporate office by phone at

+1-224-544-****

. Explore CEG Insights (Formerly Spectrem Group)'s company overview page for more information.

What is CEG Insights (Formerly Spectrem Group)'s most common email format?

CEG Insights (Formerly Spectrem Group) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CEG Insights (Formerly Spectrem Group) email formats with LeadIQ.

How many employees does CEG Insights (Formerly Spectrem Group) have currently?

CEG Insights (Formerly Spectrem Group) has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are CEG Insights (Formerly Spectrem Group)'s key employees and leadership?

As of October 2025, CEG Insights (Formerly Spectrem Group)'s key employees include:

Director: G. O.
Managing Principal Of Strategic Solutions: D. G.

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