Zeldis Research Associates

What Zeldis Research Associates does

Zeldis Research Associates, Inc. is a privately held, woman-owned boutique market research firm headquartered in Pennington, New Jersey, founded in 2000 and operating continuously for over two decades. The firm specializes in custom qualitative and quantitative market research for enterprise clients concentrated in the insurance (P&C, life, health), financial services (investing, retirement, fintech), healthcare (payers, pharma, medical device, distributors), and education verticals. Its core service is its "360° Market Research" approach, in which a single, dedicated research team conducts both qualitative and quantitative work to produce integrated insights, using methods including focus groups, in-depth interviews, online bulletin boards, webcam-based focus groups and interviews, video diaries, ethnographies, and online/phone/mail surveys.

The company is organized around practice areas with dedicated practice leads for Financial Services, P&C Insurance, and Health, supported by research directors, field operations directors, and a compliance director. Technology and methodology assets include the integrated team model, video/webcam research infrastructure, and online community platforms. Zeldis holds HITRUST CSF certification for information security and is WBENC-certified as a woman-owned business, both of which are positioned as procurement-relevant credentials for regulated enterprise clients.

Zeldis generates revenue through project-based custom research services sold via direct enterprise sales engagement, with supplementary thought leadership demand generation via a quarterly newsletter, podcast series, webinar series, and active presence at industry conferences such as SIR, CRC, QUIRK'S, and LIMRA. Distribution is domestic (United States) only, and pricing is not publicly disclosed. The firm has historically partnered with major institutions including AXA Equitable, FINRA Foundation, and CFA Institute on co-branded research studies, particularly in the financial services and advisor-impact domains.

Name

Zeldis Research Associates

Legal name

Zeldis Research Associates, Inc.

Website

https://zeldisresearch.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Zeldis Research Associates is a woman-owned, WBENC-certified boutique market research firm providing custom qualitative and quantitative research to enterprise clients in the insurance, financial services, healthcare, and education verticals across the United States.

Ownership category

akta.pro rank

Product category

Market Research Services

NAICS

Marketing Research and Public Opinion Polling (54191)

SIC

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

akta.pro primary industry

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

akta.pro secondary industry

Competitive & Market Intelligence (Competitive Tracking, TAM/SAM/SOM) (MPAAALAL)

Keywords

• Custom market research
• Qualitative research services
• Quantitative research services
• Focus group research
• Consumer insights research

Headquarters

HQ city

Pennington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Custom Market Research Services: Project-based custom qualitative and quantitative research services for enterprise clients across insurance, financial services, healthcare, and education verticals. Each project is custom designed and tailored to client objectives.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Zeldis Research Associates is a boutique market research firm that delivers custom qualitative and quantitative research projects for enterprise clients. The firm uses an integrated 360° Market Research methodology—where a single dedicated team blends qualitative and quantitative methods—to serve Fortune 500 companies in insurance, financial services, healthcare, and education sectors.

Product overview

Zeldis Research Associates is a boutique market research firm offering custom qualitative and quantitative research services across insurance, financial services, and healthcare verticals. The company operates as a single integrated research team approach rather than separate qual/quant divisions, providing services including focus groups, in-depth interviews, online bulletin boards, webcam-based research, video diaries, ethnographies, and online/phone/mail surveys. Their 360° Market Research approach emphasizes blending qualitative and quantitative methodologies to deliver unified insights.

Differentiator

Problem solved

Functional benefit

Products and services

• Zeldis Market Research Services
• 360° Market Research
• Qualitative Research
• Quantitative Research

Quantifiable outcome

• Higher account balances, more confidence in investment knowledge, higher and more frequent contributions among 403(b) participants working with advisors vs those who do not

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered key and minor.

• AXA EquitablekeyStrategic or Co-development PartnerCollaborated on a study quantifying the impact of professional financial advisors on K-12 educator retirement outcomes, comparing savings behaviors and confidence levels of 403(b) plan participants with and without advisor relationships.
• FINRA FoundationkeyStrategic or Co-development PartnerJoint research with FINRA Foundation and CFA Institute exploring Millennial financial behaviors and attitudes across three groups: those with no investment accounts, retirement-only accounts, and taxable investment accounts.
• CFA InstitutekeyStrategic or Co-development PartnerCo-conducted research on Millennial investing behaviors comparing investment behavior across generations with FINRA Foundation.
• Schlesinger AssociatesminorStrategic or Co-development PartnerCollaboration on a Qual/Quant research study understanding consumer and physician perceptions of healthcare changes including wearables, telemedicine, and consumer DNA tests.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pages/Zeldis-Research/149221568449535?ref=ts
• LinkedInlinkedin.com/company/1498321?trk=pro_other_cmpy
• Xx.com/ZeldisResearch

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Zeldis Research Associates