Investment management

Find the signals investors trust

Gather verified perspectives from advisors, HNW investors, and institutional committees to sharpen products and distribution.

Understand advisor preferences

Learn how RIAs and financial advisors evaluate platforms, products, and support.

Validate product-market fit

Test investment ideas with the investors and committees who influence adoption.

Track investor sentiment

Measure perceptions, confidence, and changing priorities across market conditions.

How NewtonX helps

Reach RIAs and advisors
Recruit financial advisors with the AUM, platform, and practice criteria you need.
Recruit HNW investors
Build high-net-worth panels around investable assets and demographics.
Survey institutional committees
Hear from pension, endowment, and investment committee decision-makers.
Build proprietary market views
Generate original research for product strategy, distribution, and thought leadership.

See our success

We’re the trusted B2B research partner of the world’s leading companies.

I appreciate how NewtonX is a strategic thought partner, not just a vendor. We needed someone to understand the complexities and nuance of the story we’re telling, and NewtonX meets our depth there."

Greg Silverman
Global Director of Brand Economics - Interbrand

"This benchmarking report doesn’t just highlight where growth stage companies are — it uncovers what forward-thinking leaders are doing differently to succeed. NewtonX was a trusted partner for this work."

James Lamberti
Head of Go-to-Market - Georgian

"We strategically incorporated a red herring into our survey as a litmus test for NewtonX’s quality. Compared to three well-known panel providers, the results spoke volumes — around 25% of each panel’s sample had to be excluded and virtually none from NewtonX. The conviction this survey gave us was absolutely critical when it came to underwriting the impact of new technology on a complex market."

Henry Stannard
Partner and Managing Director - Coalesce Capital Advisors

"NewtonX’s platform gives us continued confidence that we’re sourcing the highest quality data to drive critical business decisions."

Jason Talwar
Insights Executive with 15+ years of experience - Salesforce, Tableau, Microsoft)

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