For executive search & recruitment firms

Win more mandates. Deliver in minutes, not days.

Upload a Salesforce export. Get a white-labelled market intelligence report your CHRO can present to their board — in under five minutes.

See a demo reportTry it freeNo credit card required

The deliverable your clients expect

Board-ready PDF with your branding, your accent colour, your logo. Personnel grids, hiring activity, market commentary — all from a single CSV upload.

YL
Your Logo Here

European Wealth Management Market Report

6 Organizations | 62 People | Updated: March 2026

Your accent colour
UBS

UBS

12 people across London, Zurich, Geneva

London
James WHITFIELD
Head of PB UK
Catherine BEAUMONT
Sr. Relationship Mgr
Oliver PRICE
Investment Analyst
Sophie KAUR
Portfolio Manager
Daniel LEVY
Head of Operations
Emma CHEN
Client Advisor

+ 5 more organizations with full personnel grids, hiring activity, and market commentary

The maths speaks for itself

One report delivered to a CHRO pays for a full year of OrgBrief. Everything after that is pure margin.

2–3 days

Under 5 min

Time to produce a multi-org
market intelligence report

10x

More reports per month means
more pitches, more mandates, more revenue

How it works

Four steps. Your data stays private. AI handles the grunt work.

01

Upload CSV

Drag and drop your Salesforce export. We auto-detect columns — even when headers are inconsistent.

02

AI processes

Titles normalized, seniority scored, departments clustered, reporting lines inferred with confidence ratings.

03

Review & edit

Answer targeted questions about gaps. Edit commentary, hiring activity, and market notes inline.

04

Export & deliver

Download white-labelled PDF with your branding. Or export editable PPTX to customise further.

Built for how search firms actually work

We were spending two analyst-days per market map. Now we run three before the first client call of the morning.

Partner, Executive Search

Financial Services

The output quality is what sold us. Clients can't tell it wasn't built by hand — and that's the point.

Director of Research

Boutique Search Firm

We used to outsource report formatting to a design agency. OrgBrief replaced that entirely.

Managing Director

Retained Search

Your brand. Their impression.

Upload your logo, pick an accent colour, and every PDF comes out looking like your firm produced it in-house.

Default
OB

Market Intelligence Report

Generated by OrgBrief

Your brand
AS

Market Intelligence Report

Prepared by Ashworth Sterling Partners

Frequently asked questions

What data formats do you support?

Any CSV from Salesforce, LinkedIn, or your CRM. We auto-detect columns — name, title, department, company, location, start date. Headers don't need to be perfectly formatted.

Can I add my own branding?

Yes. Upload your logo, choose an accent colour, add your firm's name and contact details. Every PDF export comes out looking like your firm produced it in-house.

Is our data secure?

Data is processed server-side and stored encrypted. We never share your data or use it for training. You can delete any report at any time.

Is it really free?

Yes. Upload your data, generate reports, and export PDFs at no cost. We're looking for early feedback from search firms to shape the product.

What if I have more than 500 people in a CSV?

OrgBrief handles datasets of any size. Large files may take slightly longer to process, but there's no hard limit.

Stop spending analyst-days on formatting

Your intelligence is already premium. The presentation should match. Try OrgBrief free — no account required for the demo.