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.


Customer Engagement: A Sit Down With Celent Analyst

Hear from Analyst Awaad Aamir speak on Customer Engagement with Retail Investors.

Most Recent

Dawn of the Market of the Apes?

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CRM Platforms: North America Wealth Management Edition

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Research Agenda

Wealth Management Research Outlook

See what we have in store for 2021

Nominations Open

Model Wealth Manager Awards 2022

The Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management. Please submit your nominations by October 15, 2021.


Hear from Awaad Aamir speak on Customer Engagement. Create a guest account or log in to access the on-demand video. Explore our dedicated hub pa…


How Retail Investor Trends Are Affecting Brokerage Modernization


Opportunity to transform the market landscape in Japan and APAC


2021 XCelent Awards, Powered By Vendor Match

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.

Daniel W. Latimore, CFA, is Celent’s Chief Research Officer, based in the firm's Boston office. As CRO he develops analyst research methodologie…

Awaad is a wealth management analyst based out of Celent’s New York office. His research primarily focuses on emerging technology applications t…

Ashley Longabaugh is a Senior Analyst for Celent’s wealth management practice. She is based out of the firm’s London office. Ashley’s research a…

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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