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.

Webinar

Wealth Management
Dimensions: IT Pressures & Priorities 2025

Empowering Wealth Managers: Strategies for a New Era of Client Relationships
Available on March 20

The wealth management industry is at a pivotal moment, characterized by a significant intergenerational wealth transfer and a retiring population. As firms navigate this transformative period, those that effectively leverage advanced technologies and data analytics will be better equipped to understand and address the unique needs and preferences of their clients.

What technology strategies and investment priorities should wealth managers focus on in 2025? Join our webinar, where our Wealth Management team will share insights from a recent survey of over 200 executives.

Most Recent

GenAI Around the World in Wealth Management

Results from the Celent Dimensions Survey 2024

Most Read

Alternative Investment Platforms for Wealth Management: A Solutionscape

The wealth management industry is undergoing a pivotal transformation in embracing alternative and private market investments. Wealth managers,…

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2025

On-Demand Webinar

Wealth Management: Technology Trends Previsory 2025

What technology trends will impact wealth management firms in 2025? Watch our Technology Trends Previsory 2025 webinar to uncover the top technology trends we foresee impacting the industry in 2025.


Reports

Results from the Celent Dimensions Survey 2024

Reports

QUODD QX Digital Platform is a leading platform designed to automate workflows for global pricing and reference data, catering to the needs of o…

Reports

The wealth management industry is undergoing a pivotal transformation in embracing alternative and private market investments. Wealth managers,…

Reports

•Digital and data sovereignty is a legal construct, but with significant physical implications on the way technology and data assets are impleme…


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.

Chris Bendtsen is a Senior Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. His focus area…

Ashley Longabaugh is a Principal Analyst for Celent's wealth management ("WM") practice. She joined Celent as a wealth management Analyst based…

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