


CEG Insights (Formerly Spectrem Group) Email Formats
Market Research • South Santa Clara Valley, California, United States • 1-10 Employees
CEG Insights (Formerly Spectrem Group) Email Formats
CEG Insights (Formerly Spectrem Group) uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@spectrem.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@spectrem.com | 100% |
Key Contact at CEG Insights (Formerly Spectrem Group)
Katherine Dordick
Director Of Research And Client Engagement
Company overview
| Headquarters | 1954 Hayes Ln, San Martin, California 95046, US |
| Phone number | +12245445353 |
| Website | |
| NAICS | 54191 |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
About CEG Insights (Formerly Spectrem Group)
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.
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
CEG Insights (Formerly Spectrem Group) has 2 employees across 2 departments.
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Funding Data
CEG Insights (Formerly Spectrem Group) has never raised funding before.
CEG Insights (Formerly Spectrem Group) Tech Stack
Discover the technologies and tools that power CEG Insights (Formerly Spectrem Group)'s digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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