Wealth Management

Celent Wealth Management provides research and advisory services that help financial institutions and solution providers make smarter technology decisions in pursuit of business growth, operational efficiency, and enhanced client outcomes. We focus exclusively on how technology strategy, vendor selection, and innovation shape the future of the wealth management industry across both the advised and self-directed channels. Our work spans the full spectrum of firms, from wirehouses and private banks to independent broker-dealers, RIAs, custodians, wealthtech, and solution providers.

We explore the critical intersection of technological innovation and business strategy, examining how firms can leverage emerging capabilities such as data analytics, digital engagement platforms, advisor tools, and generative AI to achieve scale, deepen personalization, and enhance both the advisor and client experience. Rather than viewing technology in isolation, we examine how it enables and accelerates strategic business objectives.