Private Equity Firms
We can help you perform due diligence in asset, wealth management, and financial technology markets.
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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.
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.
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?
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?
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?
Explore Our Perspectives
We cover the most important themes impacting the wealth management and wealth technology industries.
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.
Gain Cerulli’s perspective on the state of the broker/dealer (B/D) market
Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.
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Learn more about how our consulting services can help you.