CEG Insights Employee Directory
Market ResearchCalifornia, United States2-10 Employees
CEG Insights is a market research firm based in San Martin, California, formed in 2023 through the merger of Spectrem Group and the research team of CEG Worldwide. The combination brings together decades of affluent investor research with coaching experience, creating a framework to support senior executives in driving organic growth within wealth management. The organization operates with a small professional staff focused on its niche. Its inaugural program, the Wealth Management Mastery Series, is designed for senior financial services executives and aims to help attract affluent clients through their financial advisors. This initiative reflects a focus on the advisor channel and affluent client relationships, with the goal of sustainable growth for financial institutions.