Founded in 2000, PriceMetrix established itself as a premier provider of data and analytics for the North American wealth management industry. The company's business model was centered on collecting and aggregating anonymized retail brokerage data from its client firms. This data was then used to power its SaaS (Software as a Service) platform, providing financial advisors and their firms with powerful tools for benchmarking performance, optimizing pricing, and enhancing client relationships. In July 2016, PriceMetrix was acquired by McKinsey & Company and integrated into its Wealth & Asset Management Practice, where it continues to provide data-driven insights and solutions to financial institutions.

Founded in

Canada