Where investors look first for insight Founded in 2005 and spun-out from JP Morgan in 2009, Primary Insight is led by industry veterans with superior market knowledge. We pioneered the bespoke primary source research process. Become a Client Become a Consultant

We’re a leading provider of access to a diverse, global network of experts across all industries

We facilitate direct access for Institutional Investors

“Remaining at the forefront of quality and compliance, we are committed to maintaining the best standards by implementing strict practices to ensure a smooth research process.”

Leighton Thomas, CEO and Co-Founder

The PI Service

Live, One-on-One Phone Consultations

Live One-on-One Consultations

We facilitate confidential conference calls between our experts and our clients.

In-Person Meetings

In-Person Meetings

We arrange face-to-face meetings anywhere in the world at office, conferences or over lunch.



We have evaluated a wide range of products including Oil & Gas, Insurance, BPO Services, Medical, Hardware / Software VARs, ATV Dealers.

Hosted Events

Hosted Events

We arrange roundtable dinners at premier venues globally with top-tier industry speakers who present leading edge topics.

Our Global Client Reach

The PI Difference

Client Portal

We have built a First-In-Class Client Portal (“CP”) technology, designed for investors by investors. The CP includes the most compliant features that allow our clients to protect themselves by providing a global-view of all firm activities.

Reaching You Globally

Wherever you are in the world when an investment idea is pressing, our Client Portal ensures the most streamlined process on the street. From inputting project details, managing client specific compliance measures, to scheduling consultations, our CP sets PI apart by consistently delivering on our clients’ needs.

Industry Coverage

We are global generalists with experts spanning all geographies and verticals. The sectors we cover include:

Interested in learning more? Contact Us