Wealth Management

Our research helps advance clients’ competitive position by informing decisions around technology investment and strategy. Timely insights support responses to challenges across the self-directed and advised domains.

While research topics will vary in response to client needs, past areas of focus included: digital advice, financial planning systems, technology spend, brokerage platform technology, onboarding systems, document management, OCR, reporting tools, trust account systems, 5G, AR/VR, risk and compliance systems, analytics and emerging data; artificial intelligence, machine learning, and the use of enabling technology such as cloud, API, and RPA.


Celent analysts offer a breadth of insights based on proprietary market research across technology and wealth management market trends. Our knowledge is deliverable through a range of content, including technology and market trend analyses, case studies, webinars and in-depth vendor evaluations.


Wealth Management IT Priorities & Strategy

This webinar will give a glimpse into the drivers of technology investment across the wealth management industry globally, taken from our upcoming IT Strategy & Priorities reports. Using Celent Technology Insight and Strategy Survey (CTISS), we surveyed FIs from across the world to understand questions such as: What priorities are driving IT investment in 2023? What does this look like at technology and product levels? And how does one region differ from another?

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Research Agenda

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In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure providers to platforms and consultants. We want to give an FI a sense of what a company offers, how it distinguishes itself, and what its perspective is on where an institution should focus its cloud efforts today.


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How we can help you

Use our industry trends reports to understand the landscape; our primers to help get up to speed on crucial solutions; our surveys and case studies to benchmark yourselves; and our vendor landscapes to help make technology decisions.

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Our Experts

Meet our Wealth Management analysts.

For over 20 years, Jean has been a consultant and researcher providing strategy and technology solutions to leading investment managers, broker…

Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s…

Eiichiro Yanagawa is a senior analyst with Celent’s Banking practice and is based in Tokyo. Eiichiro's research focuses on IT strategy issues in…

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