Cerulli’s Private Markets Technology Vendor Map
A Dynamic Market
The ecosystem of technology providers that support private markets growth is continuously evolving, especially as private markets managers seek to broaden distribution into retail segments. Use Cerulli’s technology vendor map to learn about the technology solutions supporting the next leg of private markets growth.
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Vendor Categories
Operations and Data/Research Providers
Provide the technology backbone and operational support as well as market sizings and industry insights, respectively.
Alternative Investments Distribution Platforms
Allow private market firms to distribute strategies via financial advisors, often by providing a centralized platform and lowering minimum investments.
Direct-to-Investor Platforms
Provide direct end-investors with access to private market exposures and strategies–often crowdfunded real estate or credit.
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Who We Are
Our Subject Matter Experts
Daniil Shapiro, CFA
Director
Bio →
Daniil Shapiro, CFA
Director
Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.
Full biography here.
Andrew Rose
Associate Analyst
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Andrew Rose
Associate Analyst
Andrew is an Associate Analyst on the Wealth Management team at Cerulli, specifically in Wealth Management Technology. As an Associate Analyst, Andrew contributes to the State of U.S. Wealth Management Technology report and supports strategic research and consulting engagements in the WealthTech sector.
Prior to joining Cerulli, Andrew interned at Equitable Advisors and Cabot Risk Strategies. He graduated from Boston College with a Bachelor of Arts in Economics and minors in Finance and German.
Full biography here.
Michael Rose, MST
Director
Bio →
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.
Related Resources
- Annual report
- The Cerulli Edge
Cerulli Strategic Consulting
Private Markets
Cerulli helps private markets firms with each stage of the investment lifecycle—investment due diligence, distribution and product development, and management of portfolio companies.