About Primary Insight
Primary Insight is a leading provider of access to an actively managed global network of experts across all industry sectors. We exclusively service institutional investors and offer a range of products and services including one-on-one phone consultations, custom surveys, and small group meetings. With dedicated teams engaged in delivering premium primary sources, Primary Insight is committed to adding value to clients' investment decision process through the delivery of fresh, non-commoditized experts that have had limited exposure to the investor community.

A Project-By-Project Business
Our group is led by industry veterans who understand how to respect clients' time and budgets, and deliver high-quality experts to the most sophisticated investors. We understand that each project is unique and requires specific knowledge from the right consultants. For each client request, Primary Insight:

  • Reviews our existing network and targets fresh experts
  • Pre-screens all experts (live over the phone) prior to each interaction
  • Delivers a qualifying statement with each expert biography, enabling clients to be more selective in their choice of consultants
  • Schedules consultations through Outlook Meeting Planners within 48 hours of project initiation based on client and consultant availability
  • Maintains privacy; we are not privy to the phone consultations, experts sign confidentiality agreements and project information is not repurposed

Global Industry Coverage
Contributing experts are senior executives and key decision-makers around the globe in all industry verticals: Basic Materials; Business & Consulting Services; Construction & Real Estate; Consumer Goods & Services; Energy & Utilities; Financials; Government, Legal & Public Services; Healthcare; Industrials & Agricultural; and Technology, Media & Telecommunications.

The Primary Insight Advantage
  • Unique, untapped industry experts
  • Custom expert recruitment on all projects
  • Expert qualifying statements
  • Pre & post consultation vetting of experts
  • Rapid turnaround times
  • Convenient scheduling
  • Usage-based pricing across sectors

Industry experts that would like to apply to our network, please click here.
Investors that are interested in contacting Primary Insight to hear more about our product, please click here.

Primary Insight is a wholly-owned subsidiary of JPMorgan Chase & Co. Primary Insight Inc. is not a registered broker-dealer.