Cerulli Associates

Financial Technology

Cerulli works with financial technology firms to evaluate market trends, size market segments, understand asset and wealth manager fees and technology sentiment, assess evolving investor preferences, and develop total addressable market analysis.

Search term fintech

Publications

  • Annual report
  • The Cerulli Edge
Report

U.S. Retail Investor Products and Platforms 2022

Annual

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Report

U.S. Managed Accounts 2022

Annual

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The Cerulli Edge

U.S. Advisor

Quarterly

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The Cerulli Edge

The Americas Asset and Wealth Management

Monthly

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The Cerulli Edge

U.S. Managed Accounts

Quarterly

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Strategic Consulting & Custom Research

Position Your Business for Enduring Success

Identify opportunities for scale, explore new market potential, and develop a strategic plan.

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