Strong Industry Presence Cerulli Associates has established itself as a leading provider of market intelligence in the financial services sector for over three decades, making it a trusted partner for asset managers, wealth managers, and private equity firms seeking reliable data and insights.

Expanding Research Focus Recent partnerships and research launches, including collaborations with major firms like Invesco and Guernsey Finance, indicate ongoing efforts to deepen their market coverage and develop new tools, presenting opportunities for sales of research subscriptions and analytics solutions.

Technological Integration Cerulli’s use of advanced technology stacks such as Cloudflare, Vimeo, and cloud-based services suggests they value innovative digital tools, which could open doors for selling complementary financial technology integrations or enterprise software solutions.

Market Trend Insights Publications on advisor compensation trends and fund domicile selection demonstrate Cerulli’s role in shaping market strategies, creating opportunities for sales of consultancy services, reporting tools, and targeted market intelligence subscriptions.

Potential Client Expansion With a moderate-sized team of up to 200 employees and notable recent leadership changes in European research, there is scope to target Cerulli for enterprise-level solutions, customized research, or strategic partnerships to support their global growth initiatives.