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.

Virtual Event

Innovation & Insight Week 2022

During our Wealth Management Track we announced our Model Wealth Manager 2022 winners for innovative product/platforms and customer experience categories. We also discussed key tech trends driving change across the industry and shared some of our insights from recent research reports on Embedded Finance and Cloud Adoption Strategies.

Most Recent

Wealth-as-a-Service: A Road Map for Implementation, Part 2

This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology provide…

Most Read

Innovation & Insight Week 2022: Plenary On-Demand Session

Recorded March 15th 2022 As the pandemic’s disruptive influence wanes, many firms are pivoting from surviving to thriving. Join our CEO Jamie Ma…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2022


Model Wealth Manager

The awards recognize a financial institution’s effective use of technology in different areas, often representing a best practice, and are designed to answer the deceptively simple question: What would it look like for a firm to do everything right with today’s technology? Our nomination window for the 2023 program opens on June 27th and closes on October 14th.


This report is the second in a two-part series that, in combination, can be used by financial institutions, wealth management technology provide…


WaaS is an untapped and untested market ripe with opportunities for incumbents and new entrants

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

Toshitaka Sasa is a senior analyst at Celent based in Tokyo. His expertise includes industrial research, benchmarking, corporate strategy, desig…

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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