About PI
Founded on the highest standard.
Developed inside Bear Stearns in 2005, retained by JPMorgan, and operating to an institutional standard for 20+ years.

About PI
Founded on the highest standard.
Developed inside Bear Stearns in 2005, retained by JPMorgan, and operating to an institutional standard for 20+ years.

About PI
Founded on the highest standard.
Developed inside Bear Stearns in 2005, retained by JPMorgan, and operating to an institutional standard for 20+ years.

PI Fast-Facts

01
20+ Years in Business
Primary Insight has operated continuously since 2005 — developed inside Bear Stearns, retained by JPMorgan, and held to an institutional standard for more than two decades.

02
800,000+ Succesful Consultations
More than 800,000 expert consultations delivered. The number reflects completed work, not database size — real conversations that were sourced, qualified, and run to a usable answer.

03
2700+ Client Organizations Served
More than 2,700 client organizations have used Primary Insight across investment, advisory, and corporate research teams that need decision-critical insight.

04
Active on 6 Continents
Clients and experts across six continents. The same sourcing, qualifying, and compliance standard applies whether the work is a call, an on-site meeting, or a multi-market engagement.
"The quality of the experts is what keeps us coming back. We need people who have actually been in the market today, and Primary Insight consistently puts us in front of that perspective."
Director, Corporate Strategy
Fortune 500 Company
PI Fast-Facts

01
20+ Years in Business
Primary Insight has operated continuously since 2005 — developed inside Bear Stearns, retained by JPMorgan, and held to an institutional standard for more than two decades.

02
800,000+ Succesful Consultations
More than 800,000 expert consultations delivered. The number reflects completed work, not database size — real conversations that were sourced, qualified, and run to a usable answer.

03
2700+ Client Organizations Served
More than 2,700 client organizations have used Primary Insight across investment, advisory, and corporate research teams that need decision-critical insight.

04
Active on 6 Continents
Clients and experts across six continents. The same sourcing, qualifying, and compliance standard applies whether the work is a call, an on-site meeting, or a multi-market engagement.
"The quality of the experts is what keeps us coming back. We need people who have actually been in the market today, and Primary Insight consistently puts us in front of that perspective."
Director, Corporate Strategy
Fortune 500 Company
PI Fast-Facts

01
20+ Years in Business
Primary Insight has operated continuously since 2005 — developed inside Bear Stearns, retained by JPMorgan, and held to an institutional standard for more than two decades.

02
800,000+ Succesful Consultations
More than 800,000 expert consultations delivered. The number reflects completed work, not database size — real conversations that were sourced, qualified, and run to a usable answer.

03
2700+ Client Organizations Served
More than 2,700 client organizations have used Primary Insight across investment, advisory, and corporate research teams that need decision-critical insight.

04
Active on 6 Continents
Clients and experts across six continents. The same sourcing, qualifying, and compliance standard applies whether the work is a call, an on-site meeting, or a multi-market engagement.
"The quality of the experts is what keeps us coming back. We need people who have actually been in the market today, and Primary Insight consistently puts us in front of that perspective."
Director, Corporate Strategy
Fortune 500 Company

Co-Founders of Primary Insight LLC founded Vista Research, the first bespoke expert network firm in the industry.

Co-Founders of Primary Insight LLC founded Vista Research, the first bespoke expert network firm in the industry.
Company
Make investment research your competitive advantage.
"Primary Insight finds people with specific operating experience we could not reach on our own. Those conversations help us pressure-test assumptions before we invest."
Principal
~$18B AUM Private Equity Firm
Company
Make investment research your competitive advantage.
"Primary Insight finds people with specific operating experience we could not reach on our own. Those conversations help us pressure-test assumptions before we invest."
Principal
~$18B AUM Private Equity Firm
Company
Make investment research your competitive advantage.
"Primary Insight finds people with specific operating experience we could not reach on our own. Those conversations help us pressure-test assumptions before we invest."
Principal
~$18B AUM Private Equity Firm













