Finer Finance Explorer

What Finer Finance Explorer does

Finer Finance Explorer is an Italian financial market research institute (legal entity: FINER S.R.L.) founded in 2018 by Nicola Ronchetti and headquartered in Milan, with a regional office in London. The firm specializes in B2B research and consulting services for the Italian financial services industry, delivering a portfolio of seven annual monitoring programs branded as CF Explorer, TOP CF Explorer, PB Explorer, Bank Manager Explorer, Fund Selector Explorer, Insurance Explorer, and Finance Mirror. These products annually survey over 25,000 financial advisors with active mandates, top-decile advisors managing more than 30% of Italian advised AUM, private bankers, bank managers serving affluent clients, fund selectors at institutional investors, insurance distribution professionals, and Italian retail savers and investors.

The company's underlying capability is a proprietary opinion-polling and qualitative-interview methodology applied to the Italian financial advisory ecosystem, supported by 20+ years of continuous longitudinal data series (predating the 2018 corporate entity through the founding team's prior experience). Research is co-produced with strategic partners including Assogestioni, EFPA Italia, Wall Street Italia, Nordea Asset Management, Pictet Asset Management, AllianceBernstein, Fondazione Donor Italia, Deloitte Private, and CONSOB, which both extend topical coverage (ESG, financial literacy, philanthropy) and provide access to professional panels.

Finer operates a sales-led, quote-based B2B model targeting Italian banks, asset management companies, insurance firms, regulators (CONSOB, IVASS), and industry associations. Revenue derives from two streams: recurring annual research-program subscriptions (the seven Explorer brands) and bespoke custom research consulting projects typically structured as multi-year contracts. The firm holds ISO 9001 certification and is a member of Assirm and Confindustria, and serves 80+ named enterprise clients including UniCredit, Intesa Sanpaolo, Deutsche Bank, Fineco, Banca Generali, Banca Mediolanum, Amundi, BlackRock, PIMCO, J.P. Morgan Asset Management, Eurizon Capital, Generali, Allianz, and AXA. Distribution is direct through enterprise sales engagement and participation in major Italian financial industry events including Salone del Risparmio, EFPA Italia Meetings, and Consulentia.

Name

Finer Finance Explorer

Legal name

FINER S.R.L.

Website

https://finer.digital

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Finer Finance Explorer is an Italy-based B2B financial market research institute (Milan HQ, London office) that delivers annual monitoring programs and bespoke consulting to 80+ Italian banks, asset managers, insurers, and regulators, surveying 25,000+ financial advisors annually.

Ownership category

akta.pro rank

Product category

Financial Market Research

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial market research
• Advisor monitoring research
• Wealth management research
• Asset management research
• Financial consulting services

Headquarters

HQ city

Milano

HQ country

Italy

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Research Consulting Services: B2B market research and consulting services provided to financial institutions including banks, asset management companies, insurance firms, and regulatory bodies. Services include custom research projects and institutional research reports.
2. Annual Research Programs: Recurring annual monitoring programs covering various segments of financial professionals including financial advisors, private bankers, fund selectors, and insurance professionals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Finer Finance Explorer is an Italian financial research institute that provides B2B market research and consulting services to financial institutions. It operates a portfolio of annual monitoring programs (CF Explorer, TOP CF Explorer, Private Bank Explorer, Bank Manager Explorer, Fund Selector Explorer, Insurance Explorer, and Finance Mirror) that survey Italian financial advisors, private bankers, fund selectors, insurance professionals, and savers/investors, translating research findings into strategic insights for banks, asset managers, insurers, regulators, and industry associations.

Product overview

Finer Finance Explorer is a financial research institute offering a suite of annual monitoring research products focused on the Italian financial services industry. The core portfolio includes CF Explorer, TOP CF Explorer, PB Explorer (Private Bank Explorer), Bank Manager Explorer, Fund Selector Explorer, Insurance Explorer, and Finance Mirror. These research products monitor various segments of the financial industry including financial advisors, private bankers, bank managers, fund selectors, insurance professionals, and retail investors. The company provides consulting services and institutional research, translating market research results into actionable insights for financial institutions.

Differentiator

Problem solved

Functional benefit

Brands

• CF Explorer: Annual monitoring of financial advisors with active mandates in Italian networks
• TOP CF Explorer
• Private Bank Explorer
• Bank Manager Explorer
• Fund Selector Explorer
• Insurance Explorer
• Finance Mirror

Products and services

• CF Explorer

Quantifiable outcome

• Monitoring over 25,000 financial advisors with active mandates in major Italian networks
• +2 more outcomes

Named customers20 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• AssogestionicoreStrategic or Co-development PartnerOngoing partnership with Assogestioni for the Salone del Risparmio conference. Finer serves as technical partner, managing and elaborating the Conference Performance Index (CPIx) and monitoring participant satisfaction.
• EFPA ItaliacoreStrategic or Co-development PartnerResearch partnership with EFPA Italia for annual studies on financial advisory profession. Finer conducts surveys involving over 14,000 savers and professionals on topics including market timing, time in market, and financial planning.
• Wall Street Italia (WSI)coreGTM or Marketing PartnerCollaborative events with Wall Street Italia for 'Il Valore della Consulenza' annual conference, bringing together leaders from major Italian financial institutions.
• Nordea Asset ManagementcoreStrategic or Co-development PartnerResearch partnership for climate change and ESG investment studies. Conducted surveys of 1,600 Italian investors and 1,000 professionals on sustainable investing perceptions.
• Pictet Asset ManagementcoreStrategic or Co-development PartnerPartnership for financial education research, including the 'Osservatorio Internazionale EduFin' studies on financial literacy and investor behavior among new generations.
• AllianceBernsteincoreStrategic or Co-development PartnerResearch partnership for ESG investor preferences studies involving 5,200 Italian investors on sustainable investment approaches and client communication.
• Fondazione Donor ItaliaminorStrategic or Co-development PartnerCollaboration on philanthropy research, conducting studies on wealthy people's attitudes toward charitable giving in Italy.
• Deloitte PrivateminorStrategic or Co-development PartnerPartnership for philanthropy research events and publications, hosting joint events at Deloitte Greenhouse.
• CONSOBcoreStrategic or Co-development PartnerResearch collaboration on ESG factors in advisory activities, with joint publication 'La relazione consulente-cliente - Indagine mirroring su sostenibilità e investimenti'.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Coalition Greenwich (formerly Greenwich Associates): Research and advisory firm focused on financial services, especially institutional investor, broker/dealer, and wealth management benchmarking globally. Comparable in advising on advisor and institutional investor behavior but at global scale.
• GfK (now NIQ): Large-scale consumer and B2B market research firm with financial services client base in Italy and Europe. Comparable in providing benchmarking, customer satisfaction, and survey research to financial institutions.
• McKinsey & Company (Financial Services Practice): Global management consulting firm whose financial services practice produces proprietary research on wealth, asset management, and retail banking and competes with Finer for institutional research budgets.
• Ipsos (Financial Services): Global market research company with a dedicated Financial Services practice serving banks, insurers, and asset managers with customer experience, brand, and market intelligence studies. Comparable in delivering survey-based research to financial institutions.

Direct peers

• Prometeia: Italian financial research and consulting firm providing economic, financial market, and sector studies to banks, asset managers, and corporates in Italy. Direct overlap in Italian financial institution market research and advisory intelligence.
• Nomisma: Italian economic and market research institute covering industry, finance, and consumer behavior; serves Italian institutions with research and analysis. Closely comparable as a domestic research think tank serving Italian financial and economic stakeholders.

Others

• Deloitte Private (Italy): Big Four advisory firm serving Italian private banks and HNWIs; an existing Finer partner for philanthropy research and a peer in serving the Italian wealth management ecosystem with research and advisory.
• EFPA Europe: European financial planning and advisor certification body with which Finer has a research partnership; an ecosystem stakeholder also producing market intelligence on European financial advisors and financial planning.

Emerging players

• Morningstar Italy: Investment research and data provider active in Italy covering funds, fund selectors, and advisor workflows. Comparable in serving asset managers and advisors with research and data intelligence.
• Cerulli Associates: US-based research firm specializing in asset management, wealth management, and retail distribution trends. Comparable in monitoring fund selectors, advisor networks, and asset manager-distributor dynamics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCc1bZnKGny05izVCRnWf1Lg/featured
• LinkedInlinkedin.com/company/finer-finance-explorer

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Finer Finance Explorer