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.


Trending

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

Will Orion's Acquisition of Redtail Transform the Industry by Creating a Seamless All-In-One Platform?

The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…

Most Read

Microsoft | Cloud Kings in Financial Services: An Insider's View

About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provide…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2022

INTERVIEW SERIES

CLOUD KINGS IN FINANCIAL SERVICES: AN INSIDER'S VIEW

In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provides 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.


Reports

The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…

Videos

ESG Initiatives in Motion: A Catalyst for Change

Webinars | Videos

About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provide…

Webinars | Videos

About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provide…


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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Browse our extensive library of reports, blogs, webinars, podcasts and videos.


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 practice and is based out of the firm’s New York office. Ashley’s research…

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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