Upcoming Report

State of U.S. Wealth Management Technology 2021

Evaluating Buyer Behavior and the Total Addressable Market

Using Technology to Unlock Growth

  • Understand how wealth management industry participants are making decisions about WealthTech
  • Learn how leveraging technology can increase the efficiency of advisors, improve the client experience, and unlock organic growth
  • Gain insight into the ways industry participants are buying, building, and renting technology
  • Evaluate the WealthTech addressable market

$19,500

Discounts available for bulk purchase

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

Summary

Wealth management firms have increasingly turned to technology to increase the efficiency of their advisors, improve the client experience, and unlock organic growth. This report will examine how wealth management industry participants, including broker/dealers, RIAs, bank wealth managers, and financial advisors, are making decisions about WealthTech. The report will include an original survey of WealthTech decisionmakers to understand the decisions of these participants to buy, build, or rent technology and how this differs by type of tool.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

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