Cerulli Associates

Cerulli Associates is a financial services research and consulting firm that provides market intelligence and strategic advice to asset managers, wealth managers, private equity firms, and financial technology companies. The firm delivers data, research, and benchmarking to support business growth, investment product development, and distribution strategy.

Its expertise spans across various financial domains including retail distribution, institutional markets, wealth management, and retirement. The firm’s work assists clients with market entry, pricing and profitability analysis, competitive benchmarking, and understanding cross-border trends.