Strategic Consulting
Fintech
Cerulli helps fintech providers innovate toward the future of financial services with comprehensive market sizing and analysis of technology adoption among asset and wealth management firms.

Consulting
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Let Us Help You
Cerulli works with financial technology firms to evaluate market trends, size market segments, understand asset and wealth manager fees and technology sentiment, assess evolving investor preferences, and develop total addressable market analysis.
Our project work coupled with our independent views and deep historical industry knowledge enable us to guide the industry with credible insight. If asset and wealth management firms are a target market, Cerulli is well positioned to help you advance your product and marketing strategy.
How We Help Fintech Providers
Total Addressable Market Analysis
Cerulli helps fintech providers understand how advisor and investor marketshare continue to change in an era of increased fiduciary awareness, enhanced technology adoption, and the expectation of falling margins. As you develop your solutions, we can help you identify the types of firms and service models most likely to be the winners of the future.

Understand Advisor Tech Decision-Making and Adoption
We help fintech providers identify key decision-making criteria, quantify advisor sentiment and technology spend, and help you make the right resource investments in your wealth technology strategy.

Identify the True Opportunity of Direct Indexing
As fractional shares and the disappearance of brokerage commissions have removed barriers to personalized portfolio solutions, direct indexing has come to the fore. We help fintech providers assess opportunities in this market.
Success Stories

Fintech Growth Strategy
Conducted strategic review for multi-line wealthtech provider on wealth management market structure and technology buying habits in order to develop an integrated product development and sales strategy.

Fintech Platform Competitive Assessment
Analyzed market demand amongst advisors and institutions for volatility management software offerings to refine sales strategy.

Market Assessment for Portfolio Analytics Tools
Conducted strategic review for global alternatives manager, expanding their proprietary technology platform. Recommendations detailed the target segments’ demand for portfolio analytics and risk management tools, and a product roadmap for strategic market expansion.
Meet Our Consultants

Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.

Asher Cheses
Director
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Asher Cheses
Director
Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.

Brendan Powers, CFA
Director
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Brendan Powers, CFA
Director
Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.
Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.
Full biography here.

Michael Rose, MST
Director
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Michael Rose, MST
Director
Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.
Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.
Full biography here.

Scott Smith
Senior Director
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Scott Smith
Senior Director
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.
Full biography here.

Jared F. Baucom
Managing Director, Global Sales & Marketing
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Jared F. Baucom
Managing Director, Global Sales & Marketing
Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.
Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.
Full biography here.
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the fintech industry.

401(k) Managed Accounts: A Misunderstood Value Proposition
This research explores the opportunity to improve retirement confidence through increased participant adoption of DC managed accounts.

M&A in Wealth Management
Access Cerulli’s latest insights on the drivers shaping merger and acquisition (M&A) activity in wealth management and the way that M&A will impact how advice is delivered across channels.

Improving Recruitment and Retention Throughout Advisors’ Lifecycles
Uncovering opportunities and best practices at banks and credit unions.

The Case for Direct Indexing: Differentiation in a Competitive Marketplace
Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
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Learn more about how our consulting services can help you.