Insights

Regulatory risk Independent research firm focusing on investment and insurance products with regulation-ready documentation and bespoke add/keep/remove recommendations, highlighting a strong compliance value proposition for wealth firms, RIAs, broker-dealers, and financial institutions seeking risk mitigation.

Product research depth Extensive coverage across investments, annuities, life insurance, ETFs, mutual funds, structured products, and alternatives positions DDW as a one-stop shop for product due diligence, enabling cross-sell opportunities to firms expanding product shelves.

Client base expansion With 90+ clients and a self-service portal plus consulting, there is potential to upsell enterprise licenses, premium analytics, and regulatory-ready documentation packages to mid-market firms seeking efficiency and consistency.

Recent accolades Recognition as a top annuity for income and associated partner Delaware Life offers a credibility signal that can be leveraged in joint marketing, co-sell campaigns, or advisory product enhancements for distribution partnerships.

Technology enabled Cloud and web tech stack (React, PWA, Cloudflare, GTM, etc.) supports scalable delivery of research insights and portal solutions, indicating opportunities for SaaS-based upsells, API integrations, and enhanced data export capabilities for client teams.

Due Diligence Works, Inc. Tech Stack

Due Diligence Works, Inc. uses 8 technology products and services including Cloudflare, Open Graph, React, and more. Explore Due Diligence Works, Inc.'s tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • React
    Javascript Frameworks
  • PWA
    Miscellaneous
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • X-UA-Compatible
    Web Tools And Plugins

Due Diligence Works, Inc.'s Email Address Formats

Due Diligence Works, Inc. uses at least 1 format(s):
Due Diligence Works, Inc. Email FormatsExamplePercentage
First.Last@duediligenceworks.comJohn.Doe@duediligenceworks.com
100%

Frequently Asked Questions

What is Due Diligence Works, Inc.'s official website and social media links?

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Due Diligence Works, Inc.'s official website is duediligenceworks.com and has social profiles on LinkedIn.

How much revenue does Due Diligence Works, Inc. generate?

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As of July 2026, Due Diligence Works, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Due Diligence Works, Inc.'s NAICS code?

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Due Diligence Works, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Due Diligence Works, Inc. have currently?

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As of July 2026, Due Diligence Works, Inc. has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Director Of Product: K. M.Broker: J. C.Product Analyst: J. E.. Explore Due Diligence Works, Inc.'s employee directory with LeadIQ.

What industry does Due Diligence Works, Inc. belong to?

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Due Diligence Works, Inc. operates in the Financial Services industry.

What technology does Due Diligence Works, Inc. use?

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Due Diligence Works, Inc.'s tech stack includes CloudflareOpen GraphReactPWAHSTSGoogle Tag ManagerBootstrapX-UA-Compatible.

What is Due Diligence Works, Inc.'s email format?

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Due Diligence Works, Inc.'s email format typically follows the pattern of First.Last@duediligenceworks.com. Find more Due Diligence Works, Inc. email formats with LeadIQ.

When was Due Diligence Works, Inc. founded?

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Due Diligence Works, Inc. was founded in 2017.
Due Diligence Works, Inc. logo

Due Diligence Works, Inc.

Financial ServicesNew Jersey, United States11-50 Employees

Due Diligence Works, Inc. is an independent research firm in the financial services industry, based in Montclair, New Jersey. It specializes in investment and insurance products, delivering customized product-level guidance through both bespoke consulting and a self-service portal to wealth firms, registered broker-dealers, RIAs, and financial institutions. Its analyses combine qualitative and quantitative research to support decisions about a firm's product shelf while addressing regulatory and internal audit requirements.
The company has studied thousands of products, including investments, annuities, life insurance, ETFs, mutual funds, structured products, and alternative investments, to assist product teams. Its recommendations go beyond simple pros and cons, offering Add, Remove, or Keep options with documentation prepared for regulatory use. A September 2023 PR Newswire release notes that DDW was recognized as the #1 Annuity for Income, and that Delaware Life was named the #1 Annuity for Income by DDW.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Due Diligence Works, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Due Diligence Works, Inc.'s revenue is estimated to be in the range of $10M - $25M

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