Strategic Consulting

Private Equity Firms

We can help you perform due diligence in asset, wealth management, and financial technology markets.

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Let Us Help You

Confidently deploy capital in the wealth management and financial technology markets. Let us help you understand the risks and the opportunities with comprehensive market sizing and due diligence.

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Understand the Changing Wealth Management Market

Cerulli can help you understand the size of the market and project forward. Identify the types of firms and service models most likely to be the winners of the future.

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Evaluate Advisor Adoption of Financial Technology Solutions

Will advisors buy, build, or outsource their technology infrastructure and what does that mean for your wealth technology portfolio and prospective acquisitions?

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Discover Advisor Succession and the Business Models Most Likely to Retain Assets

What types of business models are most appealing to advisors as they near retirement and seek to transfer their businesses and clients?

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Identify the True Opportunity of Direct Indexing

Fractional shares and the disappearance of brokerage commissions have removed barriers to personalized portfolio solutions. What does the future hold for direct indexing?

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the wealth management and wealth technology industries.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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July 2022

Alternative Investments in 2022: Capitalizing on Markets in Turmoil

Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.

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April 2021

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.

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