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CEG Insights (Formerly Spectrem Group)

CEG Insights (Formerly Spectrem Group) Email Formats

Market ResearchFlag of USSouth Santa Clara Valley, California, United States1-10 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@spectrem.com
100%

Key Contact at CEG Insights (Formerly Spectrem Group)

Flag of US

Katherine Dordick

Director Of Research And Client Engagement

Company overview

Headquarters1954 Hayes Ln, San Martin, California 95046, US
Phone number+12245445353
Website
NAICS54191
Founded2023
Employees1-10
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

Seniority

Employees

Entry
Director
Manager

Employees by Department

CEG Insights (Formerly Spectrem Group) has 2 employees across 2 departments.

Departments

Number of employees

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.

MediaElement.js

MediaElement.js

Video players

Apache HTTP Server

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Freshchat

Freshchat

Live chat

Google Analytics

Google Analytics

Analytics

Isotope

Isotope

JavaScript libraries

MySQL

MySQL

Databases

Frequently asked questions

CEG Insights (Formerly Spectrem Group) is located in South Santa Clara Valley, California, US.
You can reach CEG Insights (Formerly Spectrem Group) at +12245445353.
CEG Insights (Formerly Spectrem Group) was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
CEG Insights (Formerly Spectrem Group) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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