Company profile

Due Diligence Works, Inc.

Due Diligence & Product Shelf Management | Helping Firms Achieve Best Interest Advice

Industry
Financial Services
Employees
11
Headquarters
Montclair, New Jersey
Founded
2017
LinkedIn followers
1,339
Office locations
1

Due Diligence Works, Inc. company summary

Due Diligence Works, Inc. is a company in the Financial Services industry, headquartered in Montclair, New Jersey, founded in 2017. On LinkedIn the company has around 11 employees and 1,339 followers. Its listed specialties include Life Insurance, Annuities, ETFs, Mutual Funds, Structured Products.

What technology does Due Diligence Works, Inc. use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Due Diligence Works, Inc.

Due Diligence Works is an independent research firm focused on investment and insurance products. Through bespoke consultation and self-service portal solutions, DDW serves wealth firms, registered broker-dealers, RIAs, and financial institutions. Due Diligence Works provides customized product-level recommendations grounded in qualitative and quantitative research to support decisive product shelf decisions. Industry regulations and internal auditing requirements have made DDW’s offerings for home office teams and financial professionals a key necessity for mitigating risk and ensuring compliance when acting in the best interest of their clients. Due Diligence Works has extensively researched thousands of products, including investments, annuities, life insurance, ETFs, mutual funds, structured products, alternative investments, and more, helping to bridge the gap for product teams. DDW recommendations go beyond a simple list of pros and cons, providing “Add, Remove or Keep” recommendations with regulation-ready documentation specific to your firm. Follow along to learn why 90+ clients choose to work with DDW as their trusted partner in product research.

Specialties

Life InsuranceAnnuitiesETFsMutual FundsStructured ProductsRegulation TechnologyDue DiligenceProduct Shelf ManagementProduct RecommendationsProduct ResearchProduct Due DiligenceRisk MitigationConsultationInsuranceInvestmentsAlternative InvestmentsFinancial ServicesDue Diligence DocumentationRegulatory ServicesCompliance

Where is Due Diligence Works, Inc. located?

Due Diligence Works, Inc. lists 1 location.

Montclair, New Jersey, USHQ

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Frequently asked questions about Due Diligence Works, Inc.

What does Due Diligence Works, Inc. do?

Due Diligence Works is an independent research firm focused on investment and insurance products. Through bespoke consultation and self-service portal solutions, DDW serves wealth firms, registered broker-dealers, RIAs, and financial institutions. Due Diligence Works provides customized product-level recommendations grounded in qualitative and quantitative research to support decisive product shelf decisions. Industry regulations and internal auditing requirements have made DDW’s offerings for home office teams and financial professionals a key necessity for mitigating risk and ensuring compliance when acting in the best interest of their clients. Due Diligence Works has extensively researched thousands of products, including investments, annuities, life insurance, ETFs, mutual funds, structured products, alternative investments, and more, helping to bridge the gap for product teams. DDW recommendations go beyond a simple list of pros and cons, providing “Add, Remove or Keep” recommendations with regulation-ready documentation specific to your firm. Follow along to learn why 90+ clients choose to work with DDW as their trusted partner in product research.

How many employees does Due Diligence Works, Inc. have?

Due Diligence Works, Inc. has around 11 employees on LinkedIn.

Where is Due Diligence Works, Inc. headquartered?

Due Diligence Works, Inc. is headquartered in Montclair, New Jersey.

When was Due Diligence Works, Inc. founded?

Due Diligence Works, Inc. was founded in 2017.

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