Get to Know DDW
Founded in 2016, Due Diligence Works is an independent research firm focused on investment and insurance products.
250+
Years of Combined Experience
Finding quality due diligence professionals is hard. DDW brings the top talent and expertise needed from within the industry to support our clients.
90+
Institutional Clients
Choosing to partner with DDW, puts you in good company with 90+ other industry leaders. From broker dealers to RIAs and wealth firms we support them all.
25K+
Products Supported
We covers thousands of products spanning investments, annuities, life insurance, ETFs, mutual funds, structured products, and alternative investments.
Due Diligence Works provides customized product-level recommendations grounded in qualitative and quantitative research.
We help broker dealers, RIAs and wealth firms meet their product research, due diligence and oversight obligations. Industry regulations and internal auditing requirements have made DDW’s offerings for home office teams and financial professionals a key necessity for mitigating risk and ensuring compliance when acting in the best interest of their clients.
What We Believe is Important
Maintaining a best-in-class product shelf requires continuous comparison against the full industry product universe. Without visibility into available alternatives, firms cannot confidently evaluate, optimize, or document the strength of their product offerings on an ongoing basis.
Due Diligence Works continuously monitors the investment and insurance product landscape, spanning thousands of products and various product types. The scale DDW delivers, enables firms to effectively benchmark their product shelves, identify gaps, and maintain well-documented product lineups.
When supervision teams and financial professionals work from the same tools and information, NIGOs are reduced and a stronger culture of efficiency and accountability is created. That same alignment helps product teams and financial professionals better understand each other’s perspectives—driving clearer decisions and better outcomes across the organization.
DDW delivers reg tech and unified research portal solutions to help your entire team operate from the same playbook.
Financial services can be complex, especially when navigating prospectuses and dense product data. We believe in cutting through the noise to translate complex information into clear, actionable insights and recommendations so that teams can make confident, informed decisions.
We believe reg tech should be easy, efficient, and accessibly priced. Because we've already done the heavy lifting on the product research and due diligence front, we efficiently bring everything together through our Reg Works regulatory technology solutions.
Our Reg BI Engine and ERISA Engine include support for 401(k) rollover documentation and deliver easily adoptable technology solutions without unnecessary complexity or cost.


Michael C. Freeman
President & Co-Founder
Michael co-founded DDW to apply his extensive industry knowledge and experience in the bank channel working with RIAs and platform providers to bring greater efficiency, scale, and strategic value to due diligence at a time of increasing regulatory scrutiny across the financial services industry.

Jack M. Cramer
Co-Founder
Jack has consulted with banks, broker-dealers, insurance companies, and mutual fund firms since 1997, specializing in training, marketing, and coaching programs that help front-line brokers, sales managers, and executive teams maximize performance and drive growth.
Award-Winning Reg Tech
In 2025, Due Diligence Works received multiple awards in the areas of technology and innovation, for our best-in-class regulatory technology solutions.


