Primary Insight

Primary Insight is a medium-sized expert network based in New York. It was founded in 2005 as an in-house expert network at Bear Stearns. After the bank’s collapse and acquisition by J.P. Morgan in 2008, Primary Insight was spun out as an independent firm in 2009 via a management buyout, with funding provided by the Hidary Group led by the founder of Vista Research.

Prior to setting up Primary Insight within Bear Stearns, the founders worked at Vista Research, an expert network founded in 2001 and eventually acquired by Guidepoint in 2009. Vista Research was also where the founders of Ridgetop Research and Mosaic Research started. Today’s Primary Insight management team combines backgrounds from GLG, Guidepoint, and Coleman Research.

Primary Insight offers standard expert network services:

• Phone consultations

• In-person meetings and workshops

• Surveys

• Hosted events and roundtables

The company built its own Client Portal technology, giving clients a compliant, firm-wide view of all their activity, and has more recently launched PIQ, an AI-powered expert search and discovery tool designed to speed up expert identification, vetting, and matching. Primary Insight says more than 60% of its experts have only ever spoken to one client, positioning fresh, non-commoditized expert sourcing as a core differentiator from database-driven competitors.

The firm has offices in New York, Greenwich, CT, Hong Kong, and Miami.

FAQ

What does Primary Insight specialize in? Primary Insight specializes in fresh, custom-sourced expert recruitment for institutional investors, offering phone consultations, in-person meetings, surveys, and hosted events, alongside an AI-powered expert search tool (PIQ).

Is Primary Insight available on Inex One? No - Primary Insight is not part of the Inex One marketplace.

Looking for expert network options? Explore active partners on the Inex One marketplace.