Company intelligence
Cerulli Associates
Since 1992, we have powered financial services firms with in-depth analysis and strategic recommendations.
Financial Services
Boston, US
63 employees
Founded 1992
5 public signals
About Cerulli Associates
For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence. It is our mission to arm asset managers, wealth managers, private equity firms, and financial technology firms with data, research, and advice they need to grow.
Verified activity
Signals from Cerulli Associates
5 published signals
Presence & Recognition
Cerulli Associates sponsored the Deals & Dealmakers Summit hosted by ECHELON Partners.
Reported by Cerulli Associates
Research & Knowledge
Cerulli Associates published the Cerulli Report—U.S. Private Banks and Trust Companies 2026, which found that 84% of bank executives cite talent retention as at least a moderate concern, 47% identify advisor retention as a major business risk, 41% of advisors cite range of financial products as a reason they joined their current firm, and only 11% of bank executives cite investment platform or product expansion as an advisor retention tactic.
Reported by Cerulli Associates
Research & Knowledge
Cerulli Associates found that 47% of advisors who are not currently using portfolio taxoptimization technology expect to adopt it within the next 12 months, while 37% who are not currently using specialized estate planning technology expect to adopt it within the next 12 months.
Reported by Cerulli Associates
Research & Knowledge
Cerulli Associates published a white paper examining the resources, tools, and strategies used by RIA clients to strengthen organic growth.
Reported by Cerulli Associates
Research & Knowledge
Cerulli Associates published research showing that retirees with formal financial plans experience substantially less financial stress, with 40% reporting at least a moderate level of financial stress among those with a financial plan.
Reported by Cerulli Associates