Stathis Partners

What Stathis Partners does

Stathis Partners, LLC is a privately-held business intelligence, research, and consulting firm focused exclusively on the bank and credit union wealth management channel. Founded by Managing Partner Scott Stathis (industry tenure since 1992) and Managing Director of Research Janet Cappelletti (channel tenure since 1993), the firm operates virtually with a core team of three partners plus subcontracted subject-matter experts. The company is formally organized as an LLC domiciled in North Carolina with a mailing address in Raleigh, NC, and reports no external institutional or private equity backing.

The firm's core product is a longitudinal benchmarking platform anchored by BankChannelResearch.com, an online portal that delivers monthly, quarterly, and year-to-date industry performance data with custom peer group analysis and downloadable reports. This platform is supplemented by an annual Industry Benchmarking Study (delivered to the industry for 25 years), monthly benchmarking reports, custom research and whitepapers, and ESG analysis resources. Four podcast series (BISA Industry TrendWatch, Industry Leadership & Success, Untangling FinTech, and FIIC Presents) and executive retreats under the Stathis-Mittel brand extend the firm's content and community footprint. The Financial Institution Insurance Council (FIIC) represents an adjacent operating subsidiary addressing insurance distribution within the FI channel.

Stathis Partners monetizes through multiple streams: publicly disclosed research subscriptions ($500-$1,500 annually, tiered by institution asset size and participant status), quote-based executive consulting engagements (compensation benchmarking, program diagnosis, broker-dealer due diligence, advisor optimization), and event sponsorships from product providers seeking access to bank and credit union executives at executive retreats and forums. The go-to-market is sales-led and event-driven, relying on trusted C-suite relationships across 95+ named financial institution clients including BBVA Compass, BMO Harris, HSBC, Navy Federal Credit Union, Ameriprise, LPL Financial, Raymond James, Voya Financial, and others. Distribution combines direct executive engagement at retreats, a self-service research portal, and podcast platforms globally.

Name

Stathis Partners

Legal name

Stathis Partners, LLC

Website

https://stathispartners.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Stathis Partners is a privately-held business intelligence and consulting firm providing benchmarking research, executive consulting, podcasts, and peer retreats to bank and credit union wealth management channel executives across 95+ client institutions.

Ownership category

akta.pro rank

Product category

Wealth Management Consulting

NAICS

Marketing Consulting Services (541613), Marketing Research and Public Opinion Polling (541910), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Marketing Technology (MarTech) Strategy & Stack Advisory (MPAAAFAJ)

akta.pro secondary industry

Affinity, Membership & Association Referral Programs (FSAEAMAL)

Keywords

• Wealth management consulting
• Investment program benchmarking
• Executive peer networking
• Bank research services
• Credit union consulting

Headquarters

HQ city

Groton

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. Research Reports and Subscriptions: Annual Industry Benchmarking Study and monthly reporting service delivered through BankChannelResearch.com portal. Pricing based on institution asset size with participant and non-participant rates.
2. Consulting Services: Executive consulting engagements including compensation benchmarking, program diagnosis, broker-dealer due diligence, advisor optimization, and strategic planning for financial institutions.
3. Executive Retreat Sponsorships: Executive retreats limited to ~30 participants with sponsorship opportunities. Sponsors gain access to intimate peer networking through speed-dating sessions with bank and credit union executives.
4. Forum Sponsorship: Industry Leadership Forum sponsorships enabling product and service providers to access decision-making executives in a peer environment. Includes speed-dating segment with all bank/credit union executives.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Stathis Partners is an executive resources and business intelligence firm serving the bank and credit union wealth management channel. It delivers best-practices research, consulting engagements, executive retreats/forums, and podcast content to help financial institutions optimize their investment and insurance services programs through industry benchmarking and peer knowledge exchange.

Product overview

Stathis Partners is a business intelligence and consulting firm operating in the bank and credit union wealth management channel. The company offers a portfolio of research products anchored by the BankChannelResearch.com online platform, supplemented by the annual Industry Benchmarking Study and Monthly Industry Benchmarking Reports. Their service offerings include consulting (compensation benchmarking, program optimization, broker dealer due diligence) and thought leadership content through multiple podcast series (BISA Industry TrendWatch, Industry Leadership & Success, Untangling FinTech). The company also operates the Financial Institution Insurance Council (FIIC) and hosts Executive Retreats under the Stathis-Mittel brand for peer group knowledge exchange.

Differentiator

Problem solved

Functional benefit

Brands

• BISA Industry TrendWatch: Monthly podcast series covering industry trends, monthly performance reviews, strategic initiatives, and business intelligence for the bank and credit union wealth management channel.
• Industry Leadership & Success
• Untangling FinTech
• FIIC Presents

Products and services

• BankChannelResearch.com Online research portal providing dynamic access to industry performance benchmarking and peer group analysis for bank and credit union investment programs. Subscribers have live access to industry and peer performance data on monthly, quarterly, and YTD basis with custom report generation and data download capabilities.
• Industry Benchmarking Study Annual investment program analysis and management tool focused on key performance indicators that provides metrics used to benchmark program strengths and weaknesses, set improvement targets, and manage program growth. Based on aggregated data from ongoing industry reporting with dozens of performance metrics.
• Monthly Industry Benchmarking Report Monthly high-level performance reporting service for financial institutions focusing on industry trends and program benchmarking against monthly industry productivity metrics such as revenue penetration, consultant productivity, and revenue mix. Free for survey participants; subscription-based for non-participants.
• Custom Research and Whitepapers Commissioned customized research and whitepapers on subjects including Bank Life Insurance Distribution, the Value of an Investment Program to the Institution, and the Impact of Enhanced Cross-Departmental Relationships.
• Consulting Services Executive consulting offerings including compensation benchmarking and design, program diagnosis and optimization, broker dealer due diligence and selection, advisor book optimization, service level tiering, advisor tiering and career pathing, client segmentation, financial planning utilization, fee-for-service models, and integrated delivery models.
• Executive Retreats (Stathis-Mittel) Peer group meetings and executive retreats for executives of bank and credit union investment services programs, featuring roundtable knowledge exchange, aggregated research, and networking opportunities at various locations throughout the year. Includes speed-dating sessions with sponsors.

Quantifiable outcome

• Financial institutions generate more revenue by optimizing programs and serving multiple client needs
• +2 more outcomes

Named customers21 records

Segments3 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

Twelve partnerships are on record, tiered core and minor.

• Janet Cappelletti (BankChannelResearch.com)coreStrategic or Co-development PartnerJanet Cappelletti, Managing Director of Research at Stathis Partners, created BankChannelResearch.com as a spin-off providing dynamic access to industry performance benchmarking and peer group analysis.
• Stathis-Mittel (Executive Retreat Partnership)coreStrategic or Co-development PartnerPartnership with Robert J. Mittel to present Executive Retreat series of peer group meetings for bank and credit union investment services executives. Stathis-Mittel operates as a branded collaboration for retreat and forum events.
• Copper Financial (Podcast Sponsor)minorGTM or Marketing PartnerSponsoring partner for 'On the Road to Democratizing Investing' podcast episode. Copper Financial is a subsidiary of CommunityAmerica Credit Union offering broker-dealer services.
• YourStake (Podcast Sponsor & Partner)minorGTM or Marketing PartnerYourStake is sponsoring partner and subject matter resource for ESG podcast episode. Their ESG analysis tool and portfolio screening capabilities are featured. Co-founders Gabe Rissman and Patrick Reed appeared as guests.
• BISA - Bank Insurance & Securities AssociationcoreStrategic or Co-development PartnerBISA is the primary industry association for bank and credit union wealth management. Stathis Partners partners with BISA on industry research, podcast content (BISA TrendWatch), and executive forums.
• LPL Financial (Podcast Co-Host & Sponsor)minorGTM or Marketing PartnerLPL co-hosted and sponsored 'Turning Prospects Into Clients' podcast episode focused on leveraging technology for workflow optimization. Representatives Arthur Osman and others appeared on multiple episodes.
• Doxim (Podcast Sponsor)minorGTM or Marketing PartnerDoxim sponsored 'Meeting Client Communications Expectations' episode discussing client communication management and digital engagement strategies.
• Ameriprise Financial (Podcast Sponsor)minorGTM or Marketing PartnerAmeriprise has sponsored multiple podcast episodes including '1Q Game Review – 2Q Game Plan' and 'Maximizing CRM and Elevating Customer Engagement'. Representatives appear frequently as podcast guests.
• Cetera Financial Institutions (Podcast Sponsor)minorGTM or Marketing PartnerCetera sponsored 'Only the Adaptable Survive' and 'Optimizing Advisor Recruiting' episodes focusing on industry adaptability and talent development.
• Westland Financial (Podcast Sponsor)minorGTM or Marketing PartnerWestland Financial sponsored 'Servicing the Protection Need' episode discussing life insurance sales and asset protection in wealth management.
• LIMRA International (Historical Partnership)coreStrategic or Co-development PartnerHistorical collaboration between BISA and LIMRA International to form BISRA (Bank Insurance & Securities Research Associates), focused on performance research for financial institutions. Scott Stathis served as Managing Director and COO of BISRA until 2015.
• Raymond James (Podcast Sponsor & Guest Source)minorGTM or Marketing PartnerRaymond James sponsored 'Top Women Advisors Unpack Success' episode and hosts multiple top program managers who appear as podcast guests. Ranked #1 in JD Power advisor and client satisfaction surveys.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Deloitte (Banking & Capital Markets Consulting): Large global consulting firm with deep banking and capital markets practice offering benchmarking, transformation, and technology advisory. Competes for the same bank executive consulting dollars but with vastly broader scope and analyst depth than Stathis Partners.
• McKinsey & Company (Financial Services Practice): Top-tier global management consulting firm serving retail banking, wealth and asset management with strategy, operations, and benchmarking engagements. Broad incumbent peer that competes for the same bank/credit union executive consulting engagements at the high end.

Direct peers

• Aite-Novarica Group: Independent research and advisory firm focused on financial services technology, operations, and innovation. Overlaps with Stathis Partners' Untangling FinTech podcast and consulting on technology stack decisions for bank and credit union investment programs.
• LIMRA: Financial services research association with deep coverage of insurance and retirement distribution through banks and credit unions. Historical partner with Stathis Partners in BISRA; comparable longitudinal benchmarking and consulting model serving overlapping channel executives.
• Kehrer Kepler (formerly Kehrer-LIMRA): Performance research and consulting firm for financial institutions; the historical lineage through BISRA connects it to Stathis Partners' founding principals. Serves similar bank wealth management benchmarking and consulting needs.
• Cerulli Associates: Research and consulting firm focused on asset management, wealth management, and institutional channels. Competes for the same financial institution research budgets with syndicated studies and advisory engagements across the bank/credit union wealth management channel.
• Cornerstone Advisors: Banking-focused consulting and research firm serving community and regional banks on technology, operations, and performance optimization. Adjacent consulting offerings to Stathis Partners' program diagnosis and advisor productivity engagements.
• BISA - Bank Insurance & Securities Association: The primary industry association for bank and credit union wealth management and insurance programs. Stathis Partners is a strategic partner and co-produces the BISA TrendWatch podcast; both serve the same executive buyer with overlapping research, events, and community offerings.

Others

• Financial Institutions Insurance Council (FIIC) — internal program: Operates as an adjacent subsidiary of Stathis Partners. Comparable peer as it extends the firm's community/research model into the bank and credit union insurance distribution channel, with its own podcast and council structure.

Regional players

• SourceMedia (Bank Investment Consultant / InvestmentNews): Trade media and events business for bank investment programs and the broader advisor channel. Bank Investment Consultant is a directly comparable media property covering the same buyer; Stathis Partners' podcasts and events compete for attention and sponsorship dollars.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stathis-partners
• Facebookfacebook.com/StathisPartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 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 Stathis Partners