Skip Navigation

Datos Insights Enhances Financial Services Advisory Capabilities With Acquisition of Wise Insights

Jun 25, 2024

Today, Datos Insights, a leading global provider of data and advisory solutions to the financial services, insurance, and retail technology industries announced the successful acquisition of Wise Insights, a prominent research and data firm servicing leading bank wealth managers, trust companies and multi-family offices throughout the United States. This strategic acquisition reinforces Datos’ commitment to delivering unparalleled advisory services and comprehensive financial solutions to its clients.

“We are thrilled to welcome Wise Insights into the Datos Insights family and are excited about the transformative possibilities this acquisition brings,” said Wayne Mincey, CEO of Datos Insights. “The synergy between Datos and Wise strengthens our position as a leader in financial services advisory, enabling us to offer unrivaled strategic guidance and data-driven solutions to our clients.”

Wise Insights has been widely recognized for its innovative approach to wealth management benchmarking and providing valuable advice and insights to financial institutions. These include performance benchmarks, pricing, fee realization and compensation for the private banking and trust, high-net-worth and UHNW client segments. With this acquisition, Datos aims to leverage Wise’s advanced benchmarking capabilities, industry expertise, and commitment to data-driven decision-making to enhance its advisory offerings.

Commenting on the acquisition, David Lincoln, Partner at Wise Insights, said “Wise’s dedication to empowering financial institutions with actionable insights aligns seamlessly with Datos’ vision of delivering tailored financial services guidance.” Through the integration of Wise’s benchmarking solutions, Datos is poised to revolutionize the landscape of wealth management advisory services and provide enhanced performance and strategic decision-making for clients across all financial services segments.

The acquisition of Wise Insights marks a significant milestone for Datos Insights as it expands its capabilities and elevates its service offerings in the financial services industry. Datos remains committed to delivering exceptional value to clients and looks forward to the strategic opportunities that this acquisition will unlock.

For more information about Datos Insights and its acquisition of Wise Insights, please contact Visit for further details on Datos Insights’ comprehensive financial services advisory solutions.

About Pamlico

Pamlico Capital is a private equity firm founded in 1988 that invests in growing middle market companies in North America. Pamlico Capital seeks control-oriented growth equity investments of up to $200 million alongside founders and proven leaders in its target industries: communications, healthcare IT, information services, tech-enabled services and software. The firm, based in Charlotte, NC, has assets under management of approximately $3.5 billion. For additional information, please visit