Aite Group

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Aite Group
Founded 2005
Headquarters Boston, Mass.
Products Research and financial advisory services

Aite Group is an independent research and advisory firm focused on business, technology and regulatory issues and their impact on the financial services industry. Its expertise is in banking and payments, securities and investments, and insurance. Its consulting services include new market entry study, market sizing study, vendor evaluations, on-site strategy sessions, advisory calls, and presentations.

The company also provides annual research subscription services comprising impact reports and impact notes in retail and wholesale banking, health, life and property and casualty insurance, and institutional securities and investments.

It is headquartered in Boston with offices in Chicago, New York, San Francisco, London and Milan.


Aite Group was founded in 2005.

Areas of Practice[edit]

  • Retail and wholesale banking & payments
  • Health, life and property & casualty insurance
  • Institutional securities and investments
  • Wealth management

Products and Services[edit]

Key People[edit]

  • Sang Lee, Founder & Managing Partner
  • Gwenn Bezard, Founding Partner
  • Frank Rizza, Founding Partner and Chief Operating Officer
  • Gerald Clemente, Founding Partner
  • Christine Barry, Research Director, Wholesale Banking & Payments
  • Julie Conroy, Research Director, Retail Banking & Payments
  • Todd Eyler, Research Director, Insurance
  • Alois Pirker, Research Director, Wealth Management
  • Tom Underhill, Director of Sales
  • Marcel Kay, PR & Marketing Communications Director