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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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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May 2020

The State of U.S. Broker/Dealers within an Evolving Wealth Management Marketplace

Gain Cerulli’s perspective on the state of the broker/dealer (B/D) market

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April 2020

RIA Trends & Distribution Opportunities

As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers.

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February 2019

Subtract, Add, Multiply – The Formula to Efficiency

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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