Prescient Insights that Advance the Financial Services Industry For nearly 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence. It is our mission to arm asset managers, wealth managers, private equity firms, and financial technology firms with data, research, and advice they need to grow. Collaborative Industry Problem Solvers We ask big questions and find the answers through research. Our spirit of collaboration and passion for solving problems creates an environment that fosters curiosity, growth, and outcomes—for our clients and employees. Powered by Data We are data explorers who rely on our vast collection of data sets and subject-matter expertise to accelerate strategic business decisions for our clients. FROM THE CEO "Working at Cerulli is a very intellectually enriching experience. Each of us is surrounded by extremely knowledgeable and intelligent people, all fully invested in developing each of our potentials." - Kurt Cerulli, Founder and CEO Kurt Cerulli and Our History Driven by the opportunity to provide the asset and wealth management industries with clarity and objectivity, Kurt Cerulli founded Cerulli Associates in 1992. Since the company’s founding, the research has grown to eight practices globally with offices located in the United States, the United Kingdom, and Singapore. LEARN MORE OUR TEAM Meet the People Who Make It Happen Every individual plays a significant role in the success of Cerulli. Get to know our executives, analysts, account managers, and administrative teams globally. SAY HI HOW WE GET IT DONE Our Research Process Since 1994, Cerulli’s research process has created the most consistent and reliable resource for the financial services industry. LEARN MORE OUR CULTURE More About Us Grow at Cerulli Our people are the lifeblood of our business. We embrace collaboration, creativity, and respect so that our employees can realize professional and personal growth. LEARN MORE Corporate Social Responsibility We care about our environment, our community, and one another. Learn more about the initiatives our work environment has undertaken to make our outside living environment better. LEARN MORE Diversity and Inclusion We believe that people with diverse backgrounds and experiences enrich our workplace. We are committed to upholding policies that promote equal opportunities for all applicants and employees. LEARN MORE Participate in Our Research Take part in the industry standard for research and consulting. Lend your perspective and receive the information your firm needs to capture market opportunity. LEARN MORE KNOWLEDGE CENTER Timely Insights into the Industry's Most Critical Issues Explore Cerulli's library of resources. Here you will find our latest perspectives on the industry's most pressing trends through e-books, webinar recordings, white papers, and more. LEARN MORE Let's Connect Stay current with our latest insights CONTACT US JOIN OUR MAILING LIST BOSTON HQ: +1 617.437.0084 SINGAPORE: +65 6327 4045 LONDON: +44 20 7645 9040 RESEARCH U.S. Wealth Management U.S. Retirement U.S. Institutional U.S. Product Development Global Asia Europe Latin America CONSULTING Strategic Consulting Custom Research DATA Cerulli Lodestar Cerulli Interactive Report Data Custom Research ABOUT CERULLI Our Company Our History Our Team Careers Research Process Press Releases Contact Us RESOURCES Knowledge Center Webinars and Events News Glossary White Papers PARTICIPATE IN OUR RESEARCH Research Participation Advisor Research Participation © 2021 Cerulli, Inc. All rights reserved. Terms Legal We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice. I AGREE