Chapter 31 provides benchmarks for investment banking and wealth management firms. This subsector includes companies offering services such as portfolio management, financial advisory, private banking, asset management, and retirement planning. The 24 respondents in this sample have annual revenues ranging from about $50 million to about $200 billion.
IT Spending and Staffing Benchmarks 2025/2026: Chapter 31: Investment Banking and Wealth Management Subsector Benchmarks
August, 2025
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