Cerulli Associates is a leading global research and consulting firm specializing in asset management, wealth management, and distribution trends worldwide. Founded in 1992, the firm provides financial institutions with data-driven insights, in-depth market analysis, competitive intelligence, and strategic recommendations. Cerulli's expertise helps clients navigate the complexities of the global financial services industry, make informed business decisions, and identify new opportunities for growth across North America, Europe, and Asia.
The Boston headquarters serves as the central command for Cerulli's global research initiatives, product development, strategic planning, and corporate operations. It also leads client engagement for the North American market.
Located in a prominent office building in Boston's financial district, offering modern facilities, collaborative workspaces, and advanced technological infrastructure to support its research and analytical functions.
Cerulli fosters a work culture that is highly analytical, research-intensive, and collaborative. Employees are experts in financial market trends, contributing to a dynamic environment of continuous learning, knowledge sharing, and a commitment to delivering high-quality, actionable intelligence to clients.
As the founding location and global nerve center, the Boston headquarters is paramount in shaping Cerulli's strategic direction, coordinating its worldwide research agenda, and upholding its reputation as a trusted advisor in the financial services industry.
Cerulli Associates maintains a significant global presence with key offices in Boston (Global HQ), London (EMEA), and Singapore (APAC). This international network enables the firm to conduct comprehensive, on-the-ground research and deliver localized insights and consulting services. Cerulli supports a diverse global client base, including asset managers, wealth managers, banks, insurers, and fintech firms, by providing integrated analysis of financial trends and strategic opportunities across North America, Europe, and Asia-Pacific.
200 State Street, 11th Floor
Boston
MA
USA
Address: Aldgate House, 33 Aldgate High Street, London, EC3N 1DL, United Kingdom
To provide specialized insights and strategic advice tailored to the diverse financial markets within the EMEA region, supporting both local and multinational clients.
Address: 1 Raffles Place, #20-62, Tower 2, Singapore 048616
To deliver expert analysis on APAC financial industry trends, assist clients in navigating the region's unique market characteristics, and support their strategic initiatives in Asia.
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As of April 2025, Cerulli Associates' leadership includes:
Cerulli Associates has been backed by several prominent investors over the years, including:
The most significant organizational development for Cerulli Associates in the last 12 months was its acquisition by AssetMark Financial Holdings, Inc., completed in October 2023. This strategic move integrated Cerulli as a distinct business unit within AssetMark, with its existing leadership team continuing to guide operations. There have been no other widely publicized new hires to, or departures from, Cerulli's global C-suite or top managing director level executive team in the approximate period of May 2023 to May 2024. Key leadership, such as CEO Andy Lee (appointed January 2023), remains in place.
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Cerulli Associates typically utilizes a standard professional email format. The most common structure is the employee's first initial followed by their last name.
flast@cerulli.com
Format
jdoe@cerulli.com
Example
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Success rate
AssetMark Financial Holdings, Inc. • October 3, 2023
AssetMark Financial Holdings, Inc. (NYSE: AMK) announced it has successfully completed its previously announced acquisition of Cerulli Associates. Cerulli will operate as a separate, distinct business unit within AssetMark, maintaining its brand and research independence....more
Investment Week • October 26, 2023
Research from Cerulli Associates forecasts that global assets under management (AUM) are set to rebound and grow from $113.7 trillion at the end of 2022 to over $161.1 trillion by the year 2027, highlighting significant growth potential despite recent market volatility....more
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