Industry Expertise Cerulli Associates has over 30 years of experience providing market intelligence to asset managers, wealth managers, private equity, and financial technology firms, indicating a deep understanding of complex financial markets and client needs—ideal for tailored product or consulting solutions.

Strategic Partnerships Recent collaborations with firms like Parametric Portfolio Associates and Invesco demonstrate Cerulli's active engagement in developing industry-specific tools and research, presenting opportunities to introduce complementary services or innovative solutions.

Research and Reports Cerulli regularly publishes insightful industry reports and white papers, such as advisor compensation trends and fund domicile selection, creating avenues to offer specialized analytics, data services, or customized research products to their clients.

Technology Stack Utilizing modern tools like Cloudflare, Vimeo, and Handlebars suggests Cerulli’s openness to adopting innovative tech solutions, presenting potential sales opportunities in SaaS platforms, content management, or cybersecurity enhancements.

Growth and Expansion With revenue estimates between $50M and $100M and a dedicated team of up to 200 employees, Cerulli is positioned for strategic growth, making it a prime target for scalable B2B solutions, enterprise software, or consulting services that support their expansion initiatives.