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.

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Dimensions: Wealth Management IT Pressures & Priorities

Artificial intelligence, cloud computing, and open data ecosystems are transforming how wealth management firms operate. How is this affecting technology strategies and budgets across the globe? And which emerging technologies are firms prioritizing? Celent surveyed 200+ executives to find out; join our webinar to learn more about this year’s findings and what it means for wealth management tech strategy in 2024 and beyond.

Most Recent

Wealth Management IT Spending Forecasts by Domain, 2023–2028

Analyzing IT spending trends across the front, middle, and back office

Most Read

Wealth Management IT Spending Forecasts by Technology, 2023–2028

Entering an age of automation, advanced analytics, and AI

Research Agenda

Wealth Management Research Outlook

See what we have in store for 2024

On-Demand Webinar

I&I Day 2024: Model Wealth Manager

Our 2024 Model Wealth Manager winners implemented innovative strategies that are changing the game, including initiatives around generative AI, AI-powered investing, cloud migration, all-in-one advisor tech, and portfolio customization. By joining this session, our experts will discuss the latest technology trends shaping the industry and cover valuable insights from these real-life, winning initiatives, enabling you to make more informed decisions and strategies for your organization.


Analyzing IT spending trends across the front, middle, and back office


Wealth managers are realizing the increased value in all forms of client data capture and analytics as client experience expectations rise. Howe…

Reports | Videos

Winner of the 2024 Celent Model Risk Manager Award for Data and Analytics


Model Wealth Manager 2024 Award for Essential and Emerging Technologies

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 Insights

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…

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

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