Tiburon Clients

Since its inception in 1998, Tiburon has completed over 1,500 projects for over 350 financial services firms. Projects can last from one day up to a year or longer; many would be measured in weeks or months. Tiburon typically has 10-15 active client projects. Since the firm's founding, Tiburon's clients have included a wide variety of US financial institutions & investment managers; foreign financial institutions; and venture capital & private equity firms, and investment banks. Click the links below for more information:

Tiburon client Jessica Bibliowicz, CEO of National Financial Partners, presents her firm's innovative business model at Tiburon CEO Summit VIII held April 13-14, 2005 in San Francisco, CA


Financial Products Companies
(Investment & Insurance Companies)
  • Affiliated Managers Group (AMG)
  • Aflac
  • Agile Group
  • Al Frank Asset Management
  • Alpha One Capital Partners
  • Alpine Investors
  • American International Group (AIG)
  • Ameritas
  • Anderson Griggs Portfolio Management
  • Angeles Investment Advisors
  • Ariel Capital Management
  • Bellatore
  • Black Rock
  • Bridgeway Capital Management
  • Brinker Capital
  • Capital Group Companies (American Funds)
  • Clearbook Financial
  • CNL Financial Group
  • Cole Real Estate Investments
  • Dimensional Financial Advisors
  • Dodge & Cox
  • Double Rock Capital
  • Dunham & Associates
  • Eaton Vance
  • Envestnet
  • Federated Investors
  • Fidelity Investments
  • First Rex
  • First Trust Advisors
  • Flexible Plan Investment
  • FolioDynamix
  • Franklin Resources
  • Freestone Capital Management
  • F Squared Investments
    • Fund Evaluation Group
    • Genworth Financial
    • Global Bridge
    • GSB Investment Management
    • Guardian Life Insurance Company of America
    • Guggenheim Partners
    • Guinness Atkinson Funds
    • Hanlon Investment Management
    • Hatteras Investment Partners
    • Hennessy Funds
    • InCapital
    • Index IQ
    • Invesco
    • Jagen Investments
    • Janus Capital Group
    • Jefferson National Financial
    • Jurika, Mills, & Keifer
    • Legg Mason
    • Leucadia National Corporation
    • Liberty Mutual Group
    • Lindner Capital Advisors
    • Lord Abbett
    • Loring Ward Group
    • Manning & Napier
    • Metropolitan Life
    • Minnesota Mutual Companies
    • National Holding Corporation
    • Nationwide Mutual Insurance Company
    • Navellier & Associates
    • Niemann Capital Management
    • Numeric Investors
    • Nuveen Investments
    • Ohio National
    • Pacific Income Advisors
    • Pacific Mutual Holding Company
    • Phoenix American
    • Placemark Investments
    • Pro Funds Group
    • Progressive Asset Management
    • Protective Life
    • Prudential Financial
    • Rafferty Holdings
    • Reliance Financial Corporation
    • SEI Investments
    • Smart Portfolios
    • StanCorp
    • State Street Corporation
    • Sutton Place Associates
    • Symmetry Partners
    • Tealwood Asset Management
    • The Cha Group
    • The Seligman Group
    • The Vanguard Group
    • 361 Capital
    • Thrivent Financial for Lutherans
    • TIAA-CREF
    • T. Rowe Price Group
    • Trust Company of the West
    • Turner Investment Partners
    • Value Asset Management
    • Virtus Investment Partners
    • Wells Real Estate Funds
    • Western & Southern Financial Group
    • William Blair & Company
    • WP Carey & Company
    Non-Financial Products Companies
    (Software, Research, Technology, & Other Product Companies)
    • Advent Software
    • Advisor Perspectives
    • Advisor Platform
    • Advisor Software
    • Bloomberg
    • Bond Desk Group
    • Broadridge Financial Solutions
    • By All Accounts
    • CAIS Group
    • Charter Financial Publishing Network
    • Crain Communications
    • DST Systems
    • Equifax
    • Equilar
    • Financial Engines
    • First Rate Investment Systems
    • Fiserv
    • Geo Wealth Management
    • Greenrock Research
    • Hedge Fund Research
    • Index Universe
    • Informa
    • Innovest Systems
    • Intuit
    • Investor Force
    • Laser App Software
    • Meridian-IQ
    • Morningstar
    • My Vest Corporation
    • News Corporation
    • Northstar Financial Services Group
    • Nyppex
    • Penton Media
    • Pinnacle Partners Systems
    • Portfolio Management Software
    • Redi 2 Technologies
    • Rollover Systems
    • Shopping Scout
    • Source Media
    • Sungard
    • The Financial Information Group
    • The McGraw Hill Companies
    • Thomson Reuters
    • Trust Fort
    • Vestmark
    • Xtiva Financial Systems
    • Zephyr Associates
    Markets & Distribution Firms
    (Brokerage Firms, Banks, & Insurance Companies)
    • American Portfolio Financial Services
    • Ameriprise Financial
    • Bank of America Corporation
    • BB&T Corporation
    • Boston Private Financial Holdings
    • Cetera Financial Group
    • Citigroup
    • City National Corporation
    • Commonwealth Financial Network
    • CUNA Mutual Group
    • Davidson Companies
    • Edward Jones & Company
    • E*Trade Financial
    • Essex National Securities
    • EverBank Financial
    • First Allied Holdings
    • First Citizens Banc Shares
    • First Command Financial Services
    • 1st Global Capital Corporation
    • HD Vest Financial Services
    • High Tower
    • JP Morgan Chase & Company
    • Ladenburg Thalmann Financial Services
    • LaSalle Street Securities
    • Lincoln Investment Planning
    • LPL Investment Holdings
    • Mass Mutual Financial Group
    • Merriman Holdings
    • M Financial Group
    • Millennium Trust Company
    • M&T Bank
    • National Financial Partners
    • New York Life Insurance Company
    • Northern Trust
    • Northwestern Mutual
    • Open Finance Network
    • PFF Bancorp
    • PNC Financial Services Group
    • Principal Financial Group
    • Protected Investors of America
    • Raymond James Financial
    • Rocky Mountain Insurance Network
    • RW Baird & Company
    • Scottrade
    • State Farm Insurance
    • Sun Trust Banks
    • SVB Financial Group
    • Texas State Capital Bancshares
    • The Bank of New York Mellon Corporation
    • The Charles Schwab Corporation
    • Trust Company of America
    • USI Securities
    • Waddell & Reed
    • Wedbush
    • Wells Fargo Corporation
    • Whittier Trust Company
    • Wintrust Financial
    Foreign Financial Institutions
    • Scotia Bank (Canada)
    • Southern Charter Financial Services (South Africa)
    • Sun Life Assurance Company of Canada (Canada)
    • TD Bank Financial Group (Canada)
    • The Prudential (UK)
    • UBS (Switzerland)
    • UniCredit Group (Italy)
    • Unisen (Canada)
    • Wolters Klower (Germany)
    • Abria Financial Products (Canada)
    • Aegon (Netherlands)
    • Allianz (Germany)
    • Aviva (UK)
    • Axa Group (France)
    • Banco Santander Central Hispano (Spain)
    • Barclays (UK)
    • BMO Financial Group (Canada)
    • BNP Paribas (France)
    • BPCE (France)
    • Canadian Imperial Bank of Commerce (CIBC) (Canada)
    • CI Financial (Canada)
    • Commonwealth Bank (Australia)
    • Credit Suisse Group (Switzerland)
    • Deutsche Bank (Germany)
    • Foersters (Canada)
    • HSBC Holdings (UK)
    • Investec (South Africa)
    • Macquarie Group (Australia)
    • Man Group (UK)
    • Manulife Financial (Canada)
    • Mastek (India)
    • Mitsubishi UFJ Financial Group (Japan)
    • Nomura Holdings (Japan)
    • Oki (Japan)
    • Open Text (Canada)
    • Panmure Gordon & Company (UK)
    • Power Corporation of Canada (Canada)
    • Rothschild Group (UK)
    • Royal Bank of Canada (Canada)
    Venture Capital & Private Equity Firms

    There is a handful of venture capital & private equity firms that invest regularly in, or even have funds dedicated to, the financial services industry. Many of these firms have come to Tiburon for assistance in evaluating investment opportunities. For instance, Tiburon has recently provided support for Aquiline Holdings, Bain Capital, Berkshire Partners, Capital Z Capital Management, Clayton, Dubilier, & Rice, Edison Venture Fund, FTV Capital, General Atlantic Partners, Genstar Capital, GTCR Golden Rauner, Hellman & Friedman, Lee Equity partners, Lightyear Capital, Lovell Minnick Partners, Silver Lake Partners, Thoma, Cressey, & Bravo, and Warburg Pincus. Popular investment areas have included online investment advice, online research tools, access to separate accounts, access to alternative investments, aggregation, & portfolio reporting.

    Investment Banks

    A growing number of investment banks have been contacting Tiburon for assistance. Tiburon certainly doesn't hold itself out as investment bankers but believes that its industry knowledge can help investment bankers help their clients with capital raising and mergers & acquisitions transactions. Tiburon has recently provided support for Berkshire Capital Securities, Business Transitions, Goldman Sachs Group, Mitchell, Hartley, & Bechtel Advisors, Silver Lane Advisors, & the McLean Group.

    CPA & Law Firms

    Many CPA & law firms have reached out to access Tiburon's depth of industry knowledge for corporate, auditing, taxation, or litigation matters in the brokerage and investments industry. Tiburon recently provided support for Alston & Bird, DLA Piper Rudnick Gray Cary, Fred Lockwood & Company, Gilman & Cioca, Marcum & Kliegman, McGladrey, Moss Adams, and Ziffren, Brittenham, Et. Al.

    Consulting Firms

    Numerous other broader-based consulting firms have engaged Tiburon to assist in projects for their clients in the areas of brokerage & investment management. For instance, Tiburon has been engaged by Accenture, Accretive 360, Bain & Company, B/D Search, BrightScope, Capital Markets Consultants, CEG Worldwide, Client Wise, Crittenden Advertising, DAK Associates, Financial Services Resource Corporation, Focus Point Solutions, Harpeth Partners, Harris Interactive, JCPR, Klein Decision Systems, Market Metrics, McKinsey & Company, Novantas, Optima Group, Orbis Marketing, Paragon Resources, Russell Reynolds Associates, Segal Rogers Casey, Summerville Advisors, Sun Star, Techna, Turning Point, and Wheelhouse Analytics.

    Institutional Investors

    Although Tiburon doesn't hold itself out as investment consultants (a field quite different than management consulting), the firm has been engaged by a few institutional investors, including DePaul University, to help them in understanding market opportunities in complicated markets such as hedge funds.

    Independent & Captive Advisors

    Tiburon's services are primarily positioned for financial institutions. However, since many of its research projects have been focused on assisting financial institutions in understanding the various financial intermediary channels, the firm has come to have a thorough understanding of best practices of many types of financial advisors. Many of these advisors have purchased Tiburon's research reports, had the firm in to conduct market seminars on building a great business, or asked Tiburon to interview their clients to obtain custom feedback.

    • Financial Focus
    • Financial Services Advisory
    • Fisher Investments
    • Focus Financial Partners
    • Gemmer Asset Management
    • Guide Stone Financial Resources
    • Hanson McClain
    • Independence Advisors
    • Innovest Portfolio Solutions
    • Kanaly Trust Company
    • Lario Enterprises
    • Legacy Wealth Planning
    • Lenox Wealth Management
    • Litman Gregory Companies
    • Mercer Global Advisors
    • Neil Brown & Associates
    • Peninsula Asset Management
    • Pillar Financial Advisors
    • Plan First
    • Private Ocean
    • Reby Advisors
    • Rich Investments
    • RNP Advisory Services
    • Sager Financial
    • Sierra Investment Management
    • Silverstone Group
    • Tax & Financial Group
    • The Anodos Group
    • The Edelman Financial Group
    • The Financial Services Network (FSN)
    • The Legend Group
    • The MDE Group
    • The Newport Group
    • The Oxford Group of Lake Success
    • United Capital Financial Partners
    • Verisight
    • Wealth Enhancement Group
    • Westminister Financial Companies
    • Adviser Investments
    • Albion Financial Group
    • Alliance Benefit Group
    • Aris Corporation of America
    • Aspiriant
    • Bailard
    • Ballentine Partners
    • Bradford & Marzec
    • Burt Wealth Advisors
    • Cap Trust Financial Advisors
    • Capital Research Advisors
    • Condor Capital Management
    • Conservest Capital Advisors
    • Cullinan Associates
    • Cumberland Advisors
    • Douglas, Noyes, & Company
    • Dynasty Financial Partners
    • ES Schwartz & Company
    • Exemplar Financial Network
    • Fiduciary Network

    Governments, Trade Groups, & Conference Companies

    Tiburon has also given numerous speeches, and otherwise supported, a wide range of governmental bodies, trade groups, & conference companies, such as the American Bankers Association (ABA), the American Institute of Certified Public Accountants (AICPA), the Asset Consulting Roundtable, the Association of Independent Trust Companies (AITCO), the CFA Society, the Counsel of Independent Financial Advisors (CIFA), the Federal Financial Institutions Examination Council (FFIEC), the Fiduciary & Investment Risk Management Association (FIRMA), the Financial Planning Association (FPA), Financial Research Associates (FRA), the Financial Services Institute (FSI), the Institute of Financial Planning (IFP) (UK), the Institute for International Research (IIR), the Investment Adviser Association (IAA), the Investment Company Institute (ICI), the Investment Management Consultants Association (IMCA), the Investment Program Association (IPA), the Money Management Institute (MMI), the Mutual Fund Education Alliance (MFEA), the National Investment Company Service Association (NICSA), the National Association of Active Investment Managers (NAAIM), the National Association of Insurance & Financial Advisors (NAIFA), the National Association of Personal Financial Advisors (NAPFA), the Philadelphia Foundation, and the Securities Industry & Financial Markets Association (SIFMA),


    Tiburon is happy to provide this list of clients to help prospective clients understand the scope of the firm's work. That said, Tiburon can't share specific details of work that it completed for individual clients because Tiburon takes confidentiality quite seriously. However, feel free to contact any of the above clients. Specific contact information can be obtained from any member of the Tiburon team.

    Tiburon Managing Principal Chip Roame with Tiburon client Herb Vest, former CEO of HD Vest Financial Services

    To learn more about Tiburon's core competencies, click on Industry Knowledge, Consulting Skills, Research Capabilities, & Industry Experience pages of this web site.