What Corporate Insight Inc does

Corporate Insight Inc, founded in 1992 and headquartered in New York City, is a privately held B2B subscription research firm that delivers digital user experience research and competitive intelligence to enterprise clients in financial services, insurance, and healthcare. The company conducts firsthand competitive research by interacting with competitor digital platforms as real customers, examining approximately 750,000 digital journeys annually across 200+ institutions and producing structured benchmarking, usability evaluations, and actionable intelligence delivered through subscription Monitor services, annual experience benchmarks, UX research, custom consulting, and quantitative survey research.

The firm's coverage is organized into 14+ vertical Monitor services spanning Banking & Cards (e-Monitor, Bank Monitor, Credit Card Monitor, Small Business Banking Monitor), Healthcare (Health Plan Monitor, Health System Monitor, Medicare, Pharmacy), Insurance (P&C, Life, Annuity, Commercial Lines), Investing (Online Brokerage, Digital Advice Monitor, Fintech, Traditional Brokerage, Advisor Experience), and Retirement (DC Plan Participant, DC Plan Sponsor, Workplace Finance). Each Monitor tracks public and authenticated digital experiences across desktop and mobile using proprietary evaluation rubrics covering 100-250+ attributes, with findings republished as annual awards programs (e-Monitor Awards, Retirement Plan Monitor Awards, Annuity Monitor Awards, Health Plan Monitor Awards, P&C Insurance Monitor Awards, Asset Management Monitor Awards). The distribution model is direct enterprise field sales with no seat license restrictions, supported by a client portal at clients.corporateinsight.com for report access.

The firm reports that 78% of Fortune 100 companies in financial services and healthcare rely on its research, with named coverage extending to Fidelity, Charles Schwab, E*TRADE, State Farm, Jackson, Lincoln Financial, BlackRock, and John Hancock. Corporate Insight has remained privately held for 30+ years with no disclosed external funding rounds, parent organization, or M&A activity and appears to be founder/management-owned under founder and president Michael Ellison.

Name

Corporate Insight Inc

Legal name

Corporate Insight, Inc.

Website

https://corporateinsight.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Corporate Insight is a privately held B2B subscription research firm providing digital UX research and competitive intelligence to enterprise clients in financial services, insurance, and healthcare, evaluating digital journeys across 200+ institutions annually.

Ownership category

akta.pro rank

Product category

Competitive Intelligence Research

NAICS

Marketing Research and Public Opinion Polling (541910), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Market Research & Consumer Insights (BPAHALAA)

akta.pro secondary industry

Industry & Sector Research (Syndicated/Custom) (BPAHALAE)

Keywords

• Competitive intelligence research
• UX research services
• Digital experience benchmarking
• Financial services research
• Market research subscriptions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Subscription Research Services: Corporate Insight generates revenue through subscription-based competitive intelligence and customer experience research services. The company offers Monitor research services across multiple industry verticals including banking, healthcare, insurance, investing, and retirement. Their revenue model is characterized by enterprise B2B subscriptions with no seat license restrictions, allowing unlimited organizational access to research reports and benchmarking data.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Corporate Insight is a subscription-based competitive intelligence and customer experience research firm serving financial services, insurance, and healthcare organizations. The company delivers ongoing Monitor research services that evaluate digital experiences at 200+ institutions by interacting with competitor platforms as real customers, examining approximately 750,000 digital journeys annually. Its offerings include experience benchmarks, UX research, custom consulting, and quantitative survey research delivered to enterprise clients via a dedicated client portal with no seat license restrictions.

Product overview

Corporate Insight offers a subscription-based competitive intelligence platform focused on digital experience research for financial services, insurance, and healthcare organizations. The core offering consists of Monitor Research Services providing ongoing coverage of digital experiences across banking, credit cards, investing, retirement, insurance, and healthcare verticals. This is complemented by Experience Benchmarks providing annual benchmarking evaluations, UX Research Services for qualitative user studies, Custom Consulting for strategic challenges, and Quantitative Research Services for survey-based insights. The company also runs annual award programs (e-Monitor Awards, Annuity Monitor Awards, Retirement Plan Monitor Awards, P&C Insurance Monitor Awards, and Health Plan Monitor Awards) recognizing digital excellence among firms they monitor. Clients access research through a subscription model with a client portal providing reports, updates, and capability tracking.

Differentiator

Problem solved

Functional benefit

Brands

• Health System Monitor: Competitive intelligence research service focused on the digital hospital and health system experience, evaluating public and patient portal experiences across leading health systems.
• Commercial Insurance Monitor
• Asset Management Monitor – Advisor
• e-Monitor
• Annuity Monitor
• Retirement Plan Monitor
• P&C Insurance Monitor
• Health Plan Monitor
• Life Insurance Monitor
• Bank Monitor
• Credit Card Monitor
• Digital Advice Monitor
• Fintech Monitor
• Small Business Banking Monitor

Products and services

• Monitor Research Services
• Experience Benchmarks
• UX Research Services
• Custom Consulting Services
• Quantitative Research Services
• AI in Financial Services Research Report
• Public Site Symptom Checkers Report
• Certificate of Insurance Generation Report
• Asset Manager Client Education Resources Report
• Health Plan Cost Estimators Report
• Life Insurance Quote Tools Report
• AI in Retail Investing Report

Quantifiable outcome

• 78% of Fortune 100 companies in financial services and healthcare use CI research
• +2 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Partnerships

Two partnerships are on record, tiered core.

• Klein & PartnerscoreStrategic or Co-development Partner · 29 September 2025Corporate Insight partnered with Klein & Partners to release a first-of-its-kind comparative analysis evaluating urgent care digital experiences at 11 leading U.S. children's hospitals. The research combines Corporate Insight's website evaluation methodology with Klein & Partners' national consumer survey of 1,000 parents to identify critical gaps in pediatric urgent care digital access.
• SPARK InstitutecoreStrategic or Co-development Partner · 11 December 2024Corporate Insight partnered with the SPARK Institute to release a 2024 financial literacy survey highlighting concerning trends among high school students, college students, and recent workforce entrants regarding low financial literacy levels.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Novarica: Insurance industry research and advisory firm selling subscription research and consulting to insurers. Directly comparable vertical specialization and research-driven revenue model.
• Coalition Greenwich (formerly Greenwich Associates): Financial services research firm serving large banks, brokerages, and asset managers with benchmarking and competitive intelligence. Closely comparable financial services vertical and research subscription model.
• KLAS Research: Healthcare IT research firm that independently evaluates vendor performance for provider and payer organizations. Closely comparable independent, vertical-specialized research subscription model.
• Forrester Research: Public research and advisory firm selling subscription research and consulting to enterprises. Closely comparable subscription research model and customer base, though broader in tech and customer experience with deeper consulting bench.
• J.D. Power: Customer satisfaction and digital experience benchmarking firm serving financial services, insurance, and other industries. Directly comparable research methodology and enterprise client base.
• Celent: Financial services research and advisory firm (part of Oliver Wyman). Sells subscription research and consulting to banks, insurers, and capital markets firms—directly comparable vertical focus.
• Hearts & Wallets: Retirement and investor research firm providing benchmarking and consumer insights across financial services. Comparable in survey research methodology and retirement/financial services client base.
• Cornerstone Advisors: Banking and fintech research advisory firm providing research, benchmarking, and strategic consulting to financial institutions. Comparable in research methodology and customer segment.

Broad incumbents

• IDC (International Data Corporation): Global market intelligence firm providing subscription research and advisory. Overlaps in financial services and digital transformation research, but with much broader geography and technology focus.
• Gartner: Largest publicly traded research and advisory firm with broad research subscription model across industries. Overlaps in financial services and healthcare research but operates at much larger scale and broader coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@CorporateInsight
• LinkedInlinkedin.com/company/corporate-insight
• Xx.com/cinsight
• Facebookfacebook.com/CorporateInsight

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corporate Insight Inc