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About us

DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries. With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

DALBAR Measurements include:

  • Investor behavior
  • Customer satisfaction
  • Service quality
  • Regulatory compliance evaluation
  • Due diligence
  • Communications
  • Internet services
  • Financial-professional ratings

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Ontario, L3T 7M8 /

303 Congress Street
Boston, MA 02210