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Expand Research Works with Leading Investment Banks and Wealth Managers

Expand Research delivers unique decision-support services that enable financial markets to develop, validate, and execute better business and technology strategies. We work with 26 of the world's top 30 organizations, enabling them to grow, compete, and operate with increased effectiveness.

We bring timely, actionable intelligence to our clients on the trends evolving across the full spectrum of activities in investment banking and wealth management.

Streaming Intelligence

Expand’s Streaming Intelligence programs enable senior business and IT executives at leading financial organizations to validate their trading, operations, and technology strategies; support investment decisions; benchmark costs; and measure return on investment.

Customized Research

Both business and technology strategy decisions require critical investments and a certain amount of risk. Expand's customized research assists firms in mitigating that project risk. We enable firms to benchmark these strategies against their peers, gather market intelligence about new and innovative solutions, and gain an understanding of how more established companies are developing their offerings.


Expand facilitates and coordinates 21 forums—with more than 150 members—for the financial markets community, covering various functional topics, including CIO, market data, risk and compliance, data centers, and wealth management.

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