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Cerulli Associates's Overview

Total employees67
HeadquartersBoston
Founded1992

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.

Where is Cerulli Associates's Headquarters?

HQ Function

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.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' operations and its location in a key financial center reflect Cerulli's core values of analytical rigor, global perspective, integrity, client-centricity, and deep industry expertise.

Location:

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.

Street Address:

200 State Street, 11th Floor

City:

Boston

State/Province:

MA

Country:

USA

Cerulli Associates's Global Presence

London, United Kingdom

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.

Singapore

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.

Buying Intent Signals for Cerulli Associates

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Cerulli Associates

As of April 2025, Cerulli Associates' leadership includes:

Kurt Cerulli - Founder & Strategic Advisor
Andy Lee - Chief Executive Officer
Shiv Taneja - Managing Director, International
Bing Waldert - Managing Director, U.S. Research
André Schnurrenberger - Managing Director, Europe
Ken Yap - Managing Director, Asia
Robert Jaeger - Managing Director, Global Product Development

Investors of Cerulli Associates

Cerulli Associates has been backed by several prominent investors over the years, including:

AssetMark Financial Holdings, Inc.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by Cerulli Associates

Discover the tools Cerulli Associates uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Cerulli Associates Email Formats and Examples

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

85%

Success rate

News and media

AssetMark Financial Holdings, Inc.October 3, 2023

AssetMark Completes Acquisition of Cerulli Associates

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 WeekOctober 26, 2023

Cerulli Associates: Global AUM to exceed $161tn by 2027

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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