Greenwich Associates

What Greenwich Associates does

Coalition Greenwich, formerly Greenwich Associates, is a research and benchmarking firm serving the institutional financial services industry. Owned by Crisil Limited, which is majority-owned by S&P Global Inc., the firm is operated through wholly-owned entities including CRISIL IREVNA US LLC, Crisil Irevna UK Limited, Coalition Development Limited, and Greenwich Associates UK Limited. It provides proprietary benchmarking, analytics, and market intelligence to commercial and corporate banks, asset managers, corporate investment banks and dealers, corporates, asset owners, fintech companies and exchanges, and wealth managers across North America, Europe, Asia Pacific, South Asia, and Oceania.

The core product suite spans four pillars — Benchmarks (Competitor Analytics, Cost and Capital Analytics, Explorer, Commercial Loan Analytics, Digital Transformation, Wealth Management Analytics), Analyst Advisory and Market Trends (Market Structure & Technology subscription, ACCESS for Asset Managers), Client Analytics (Client Intelligence, Prospect Match), and ESG Analytics — alongside Marketing Services (Branding Assessment, Content Marketing, Coalition Greenwich Awards). Underlying technology rests on a proprietary research methodology and an extensive contact database built across 40+ years of institutional financial services research, supported by products such as the Coalition Index, OEMS Vendor Benchmarking, and Greenwich MarketView.

The business model combines recurring subscription revenue (research subscriptions, Greenwich Exchange annual memberships), multi-year consulting contracts, and professional services engagements (branding assessment, content marketing). Distribution is sales-led and direct-to-enterprise, delivered through the Greenwich Exchange membership program (where senior decision-makers participate in annual research in exchange for peer-based insights) and direct client consulting engagements. Geographic execution is supported by offices in London (headquarters), Stamford, New York, Singapore, Tokyo, Sydney, and Mumbai.

Name

Greenwich Associates

Legal name

CRISIL IREVNA US LLC

Website

https://greenwich.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

251–500 employees

Short description

Coalition Greenwich (formerly Greenwich Associates), a Crisil/S&P Global subsidiary, provides proprietary benchmarking, analytics, and market intelligence to banks, asset managers, corporates, asset owners, fintechs, and wealth managers globally via subscriptions, consulting, and a membership-based research exchange.

Ownership category

akta.pro rank

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Research and Analytics Subscriptions: Subscription-based access to research reports, benchmarking data, rankings, and market intelligence for financial services professionals.
2. Consulting Services: Consulting services rendered to clients based on proprietary research and database information for benchmarking and business performance improvement.
3. Greenwich Exchange Membership: Membership program for senior decision-makers who participate in research studies in exchange for competitive insights and peer-based market data.
4. Marketing Services: Branding assessment and content marketing services including the Coalition Greenwich Awards program.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Coalition Greenwich provides competitive benchmarking, peer analytics, and strategic market intelligence to financial institutions, asset managers, corporates, asset owners, and fintech firms. Its core output is proprietary research and analytics products powered by decades of data and a global contact network, delivered through subscriptions, the Greenwich Exchange membership, and custom consulting.

Product overview

Coalition Greenwich (formerly Greenwich Associates) provides a comprehensive suite of strategic benchmarking, analytics, and insights products for the financial services industry. The portfolio includes multiple benchmarking tools under the Benchmarks category (Competitor Analytics, Cost and Capital Analytics, Explorer, Commercial Loan Analytics, Digital Transformation suite, Wealth Management Analytics), client analytics products (Client Intelligence, Prospect Match), ESG Analytics, and analyst advisory services (Market Structure & Technology subscription, ACCESS for Asset Managers). The company also offers marketing services including Branding Assessment, Content Marketing, and the Coalition Greenwich Awards program. The Greenwich Exchange membership program connects financial professionals to industry insights through annual interviews. Key data products include OEMS Vendor Benchmarking, The Markets Minutes, and Greenwich MarketView, while the Coalition Index provides industry benchmarks for investment banking, transaction banking, and securities services.

Differentiator

Problem solved

Functional benefit

Brands

• Coalition Index: Proprietary benchmarking index for investment banking, transaction banking, and securities services performance measurement.
• Greenwich Exchange
• Coalition Greenwich Awards

Products and services

• Competitor Analytics Competitive intelligence and peer benchmarking offering that enables financial institutions to compare their market position, share, and performance against industry peers.
• Cost and Capital Analytics Analytics focused on operating cost, capital allocation, and profitability benchmarking for financial institutions.
• Explorer Data exploration tool that enables clients to query and visualize proprietary benchmarking data across financial services segments.
• Commercial Loan Analytics Benchmarking and analytics covering commercial lending market share, penetration, and relationship quality among U.S. banks and lenders.
• Digital Transformation Research and benchmarking service measuring digital channel adoption, client experience, and technology investments in financial services.
• Wealth Management Analytics Benchmarking and insights on wealth management market share, advisor productivity, and client satisfaction.
• Market Structure & Technology Research covering trading market structure, technology vendors, and execution trends across capital markets.
• ACCESS for Asset Managers Subscription research and analytics service tailored for asset managers covering institutional and intermediary distribution.
• Client Intelligence Relationship intelligence solution providing insight into client satisfaction, loyalty, and share of wallet for financial institutions.
• Prospect Match Lead generation and prospecting solution that matches financial institutions with prospective institutional clients using proprietary data.
• ESG Analytics Benchmarking and research on environmental, social, and governance (ESG) capabilities, products, and demand across financial institutions.
• OEMS Vendor Benchmarking Benchmarking research comparing Order and Execution Management System (OEMS) vendors used by buy-side trading desks.
• Greenwich MarketView Online analytics platform delivering interactive access to proprietary Coalition Greenwich benchmarking data and market intelligence.
• Coalition Index Composite market intelligence index published by Coalition Greenwich tracking competitive position and market activity across financial services.
• Greenwich Exchange Membership-based program providing financial institutions with structured peer benchmarking studies, leadership events, and collaborative research.

Quantifiable outcome

• Nearly all leading banks globally rely on Coalition Greenwich for benchmarking
• +2 more outcomes

Named customers6 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Tabb Group: Capital markets research and advisory firm providing benchmarking, market structure research, and consulting to investment banks, asset managers, and trading firms. Comparable to Coalition Greenwich in its focus on capital markets benchmarking and institutional research client base.
• Celent: A financial services research and advisory firm (now part of Kroll) specializing in technology and business strategy for banks, capital markets firms, and insurers. Comparable to Coalition Greenwich for its domain specialization, benchmarking, and enterprise client base.
• Aite-Novarica Group: A research and advisory firm focused on financial services, providing benchmarking, market intelligence, and consulting across banking, payments, and capital markets. Directly comparable to Coalition Greenwich given its institutional financial services focus and subscription-based research model.
• Opimas: A research and advisory firm specializing in capital markets and financial services industry analysis, including market structure, technology, and operations. Comparable to Coalition Greenwich for its domain specialization and enterprise client base in capital markets research.
• Institutional Investor: A financial services research, rankings, and media company serving institutional investors and asset managers. Comparable to Coalition Greenwich for its research, benchmarking, and awards programs targeting the institutional financial services buy-side and sell-side.
• Burton-Taylor: A research and advisory firm focused on the market data, reference data, and financial technology segments. Comparable to Coalition Greenwich for its shared focus on financial services market intelligence and subscription-based research on industry structure and competitive dynamics.

Broad incumbents

• Moody's Analytics: A major financial intelligence and analytics provider offering research, benchmarking, and risk solutions to global banks and investors. Comparable to Coalition Greenwich in serving institutional financial services clients with analytics, though broader in scale and product scope.
• S&P Global Market Intelligence: A sibling business under S&P Global providing broader financial data, analytics, and research to enterprise clients across financial services. Comparable as a parent-level sibling offering overlapping research and benchmarking capabilities, though broader in scope.
• Bloomberg Intelligence: Bloomberg's research arm providing proprietary data, analytics, and insights to buy-side and sell-side financial professionals. Comparable to Coalition Greenwich for institutional financial services research and benchmarking, though broader and embedded within the Bloomberg terminal ecosystem.

Others

• Crisil Research: A sibling business under Crisil Limited providing research and analytics, primarily focused on Indian financial markets and corporate credit. Comparable as a sister entity under the same Crisil parent, though regionally focused and adjacent rather than directly competitive.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GreenwichAssoc
• LinkedInlinkedin.com/company/greenwich-associates

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments3 records

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

Frequently asked questions about Greenwich Associates