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.
Click on the below image for an enlarged view.
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.
CONTACT US
Your Feedback Matters
Help us improve our coverage model. Please offer suggestions for how to improve this map and let us know if there are companies that should be included.
Help Us Improve
We know that this is an ever changing market. Are we missing anything?
If you have questions, concerns, or suggestions about how we can improve our vendor map please email us at [email protected].
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
Bio →
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, CFP, MST
Director
Bio →
Michael Rose, CFP, MST
Director
Michael is a Director and co-head of Cerulli’s Wealth Management practice where he leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. Michael specializes in research and consulting related to the delivery of wealth management services by broker/dealers in addition to wealth management technology utilized across all channels and he is the lead author of Cerulli’s U.S. Broker/Dealer Marketplace and State of U.S. Wealth Management Technology reports. Michael regularly engages with key constituents across the wealth management ecosystem, including financial advisors, wealth management firms, asset management firms, and technology providers, in order to measure key market characteristics and to advise executives.
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 market researcher and consultant for IDC, where he was responsible for researching trends within the infrastructure software marketplace and advising senior business executives on technology and 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.