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Research Library
Tiburon Written Research 2,400+ topics & companies covered
Research Series
Wealth & Investment Management Topical Wealth & Investment Management Profiles Strategic Advisors & Investors Topical Strategic Advisors & Investors Profiles
 
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2M+ Unique Charts Available

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Tiburon Membership Benefits

Tiburon Members enjoy three key benefits:

  • Tiburon CEO Summits
  • Tiburon Keynote Q&A Sessions
  • Tiburon Written Research
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Advisory Services
Tiburon Advice Overview of all advisory offerings
Seminars, Training & Speeches Industry education & speaking engagements
Strategic Assessments In-depth evaluation of your strategy
Strategy Consulting Hands-on strategic planning support
Specialized Services
Venture Capital, PE & Activist Advice Board Roles & Advisory Board Roles Tiburon Partners Fund
Confidentially Contact Chip Roame
Work With Us

Decades of Industry Expertise

Tiburon works with a few dozen companies in an advisory capacity each year

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Q&A Sessions
Tiburon Keynote Q&A Sessions Schedule a session with Tiburon Managing Partner Chip Roame
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Schedule a Tiburon Keynote Q&A Session

Title-qualified executive members may schedule a Q&A session with Tiburon Managing Partner Chip Roame semi-annually.

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Tiburon Research
Tiburon Written Research Wealth & Investment Topical Series Wealth & Investment Profiles Series Strategic Advisors Topical Series Strategic Advisors Profiles Series Technology & Media Topical Series Technology & Media Profiles Series World Affairs Topical Series World Affairs Profiles Series
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Tiburon Advice Seminars, Training & Speeches Strategic Assessments Strategy Consulting VC, PE & Activist Advice Board Roles & Advisory Board Roles Tiburon Partners Fund Confidentially Contact Chip Roame
Tiburon CEO Summit LI · October 19–21, 2026 · Boston, MA

Tiburon Strategic Advisors

Industry Leading Think Tank, Advisor, and Investor in Wealth & Investment Management (& WealthTech) Firms

View Tiburon CEO Summit L Keynote Video and Slide Deck
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What We Do

Serving the Wealth & Investment Management (& WealthTech) Industry Since 1998

Tiburon provides rsearch and advisory services to help industry leaders make better strategic decisions.

Tiburon CEO Summits

Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon Research and leading-edge business models through fireside chats, Tiburon Talks (akin to TED Talks), CEO panel discussions, & CEO roundtable sessions.

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Tiburon Keynote Q&A Sessions

Tiburon title-qualified executive members may schedule semi-annual Tiburon Keynote Q&A Sessions with Managing Partner Chip Roame, or another Tiburon research & publishing director, at no charge.

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Tiburon Written Research

Tiburon Written Research (Tiburon Research) represents the firm's underlying research (coverage of over 2,400 topics and companies with over 2.0 million unique PowerPoint charts). Tiburon offers unlimited access to all of its Tiburon Research for all of a firm's employees as part of any level of Tiburon membership.

Explore Research
2,400+
Research Topics Covered
2M+
Unique PowerPoint Charts
28+
Years of Industry Experience
50+
Tiburon CEO Summits Hosted
Upcoming Events

Tiburon CEO Summit LI
Boston, MA

Tiburon CEO Summit LI brings together 550+ senior executives from Wealth & Investment Management (& WealthTech) firms for two days of insights, networking, and peer exchange.

October 19–21, 2026
Boston, MA
550+ Senior Executives
Request Registration Links Learn More First-Time Attendees
October
19–21
2026
InterContinental Hotel
Boston, MA

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