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Datos Insights

The advisor of choice to the banking, insurance, securities, and retail technology industries.

Research & Advisory Established PE-Backed (Pamlico Capital, Eldridge Industries)
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Overview

Datos Insights is a global research, data, and advisory firm serving the banking, insurance, securities, payments, and retail technology industries. The firm was formed in June 2021 through the merger of Aite Group and Novarica, combining Aite's broad financial services research coverage with Novarica's deep insurance technology advisory expertise. In February 2022, the combined entity merged with RBR, a UK-based research firm specializing in retail banking, cards, and payment technology. The combined organization rebranded as Datos Insights in June 2023.

Datos Insights serves two primary client groups: financial institutions and insurers that consume research and advisory services to make better technology and strategy decisions, and the technology vendors and professional services firms that serve those institutions. The firm employs former industry CIOs, senior executives, and experienced researchers who provide actionable intelligence at the intersection of business, technology, and regulatory challenges.

In August 2025, Datos Insights acquired InsTech, the prominent London-based insurance innovation community and advisory firm, significantly strengthening its UK and London Market insurance presence and expanding its expertise in emerging risk methodologies, parametric insurance, and innovative coverage forms.

Products & Services

Insights & Advisory Subscriptions

Annual research subscription covering all major lines of insurance business. Subscribers receive access to published analyst reports, webinars, briefings, and executive council participation. Coverage spans property/casualty (personal lines, commercial lines, specialty, workers' compensation) and life/annuity/benefits (individual and group life, annuities, voluntary and group benefits).

Key Features

  • Independent analyst reports authored by former industry CIOs and practitioners
  • Coverage of core system management, digital transformation, AI, cloud, and IoT
  • Benchmarking data, vendor landscape maps, and ecosystem reports
  • Webinars, executive briefings, and client forums

Target Users: Insurance carrier IT and operations executives, strategy teams; insurtech and technology vendor sales and marketing teams

RBR Data Services

Global market data and forecasting covering banking automation, cards and payments, and retail technology. RBR Data Services provides authoritative industry and competitor benchmark data used by leading market participants, analysts, and regulators worldwide.

Key Features

  • Proprietary global datasets on banking, cards, payments, and retail technology
  • Annual and multi-year market sizing and forecasting reports
  • Bespoke data services and consulting engagements

Target Users: Banks, payment processors, retail technology vendors, regulators

Custom Projects & Consulting

Bespoke engagements for insurers and vendors requiring deeper analysis beyond subscription access. Services include benchmarking, IT roadmaps, M&A support, product strategy, and vendor selection.

Key Features

  • Core system selection and vendor evaluation
  • IT benchmarking and peer comparison
  • M&A due diligence and market analysis
  • Thought leadership content development for vendors

Target Users: Insurer CIOs and strategy teams, insurtech and technology vendors

Datos Conferences & Executive Councils

Invitation-only events and executive councils that convene senior leaders across insurance, banking, and technology. Insurance-focused conferences include the Insurance CIO Council and annual Insurance Technology Conference.

Target Users: Senior insurance carrier executives, insurtech leaders

At a Glance

Headquarters
Boston, Massachusetts
Employees
51-200
Funding
PE-Backed (Pamlico Capital, Eldridge Industries)

Category & Focus

Category
Research & Advisory
Subcategories
Insurance Technology Research Market Data Custom Consulting Vendor Selection
Insurance Verticals
P&C Life & Annuity Health Group Benefits Specialty
Target Customers
Carriers, Technology Vendors, Professional Services Firms, Investors

Customers

  • The Doctors Company (core system selection and enterprise data strategy)
  • Insurance carriers across P&C and L&A (subscription clients -- not individually disclosed)
  • Major banks, credit unions, and payment providers (via RBR Data Services)

Last updated: 2026-04-09