Hearts & Wallets is an independent data and benchmarking firm specializing in savings, wealth, and retirement. They offer market research, benchmarking, and analytics to financial services providers, helping them improve marketing, product, and engagement strategies. Their services include the Trends subscription for market intelligence and the IQ Dataminer for custom research. The target audience is leading financial services firms. The unique selling proposition is combining consumer marketing frameworks with financial services expertise to drive consumer-driven innovation in retail investing. This approach helps firms better understand investor behaviors and tailor their services accordingly[1][2][3].