NOTE: This data is refreshed every 3 months. For faster refreshes talk to our Sales Team about the HG Platform!


PriceMetrix is a suite of data-driven insights and practice management analytics software designed for wealth management advisors and executives. It enables users to establish and execute a pricing strategy, customize and manage business intelligence dashboards, track progress and measure performance and ROI, set and accomplish client service strategies, con... show more

Create a Target Segment

Companies Currently Using PriceMetrix

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Scotiabank Scotia Plaza, 44 King Street West Toronto ON M5H 1H1 CA Finance Banking Above 10,000 Over $1,000,000,000 (416) 866-3672 5 months ago
Intelligent Market Solutions Group Inc. 1280 Bay St Ste 603 Toronto ON M5R 2A7 CA Business Services Management & Business Consulting Less than 10 From $1,000,000 to $9,999,999 (905) 508-3338 a year ago
BMO Financial Group 4723 S Kedzie Ave Chicago IL 60632-3001 US Finance Banking Above 10,000 Over $1,000,000,000 (773) 435-4000 9 months ago
Janney Montgomery Scott LLC 1717 Arch St Philadelphia PA 19103 US Finance Venture Capital & Private Equity From 1,000 to 4,999 From $500,000,000 to $999,999,999 (215) 665-6000 a year ago
CIBC Wood Gundy 161 Bay St. 5th Floor. Toronto ON M5J 2S8 CA Finance General Financial Services & Insights From 1,000 to 4,999 Over $1,000,000,000 (800) 563-3193 a year ago
Adele Wellness 330 Bay St Ste 1400 Toronto ON M5H 2S8 CA Business Services Personal Services Unknown Less than $1,000,000 (416) 523-1310 a year ago

Personalize. Target. Analyze.

Discover companies using PriceMetrix by locations, employees, revenue, industries, and more. Compare your target to your CRM or marketing platform. Create campaigns & analyze your results.

Contact Us to view all 29 companies