About Tiburon


Tiburon Managing Partner Chip Roame addresses Tiburon member firm executives in San Francisco, CA

Tiburon was formed in 1998 to offer market research, strategy consulting, & other related services primarily to wealth & investment management (& WealthTech) firms. From the outset, Tiburon prioritized conducting proactive research to support its strategy consulting & investing businesses. The firm has subsequently extended its services to include Tiburon Written Research, Tiburon CEO Summits, Tiburon Market Seminars, Training, & Conference Speeches, and Tiburon Advice, and has become very active in working with venture capital, private equity, & activist investors.

Tiburon has served over 700 Tiburon members & other corporate clients. Tiburon’s core clientele groups are the CEOs and other senior executives of large United States financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the United States markets, and a long list of venture capital & private equity firms, and hedge funds, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights.

Tiburon Services

Tiburon is flexible as to project sizes, which have ranged from single day market seminars to complex multi-year customized advisory projects, including board roles. All of the firm's work is based upon research and analysis, client input, competitor profiling, consumer needs, & business economics.


Tiburon Written Research
Tiburon Written Research represents the firm's underlying research (coverage of over 3,100 topics with over 2.0 million unique PowerPoint charts). Tiburon's goal is to help educate Tiburon members in a low-cost way on a wide variety of topics in the wealth & investment management (& WealthTech) markets. Tiburon's Written Research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of wealth & investment management (& WealthTech) firms.

Please see the Tiburon Written Research web page for more details.

Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level members in April and in October each year. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management (& WealthTech) businesses.

Please see the Tiburon CEO Summits web page for more details.

Tiburon Membership
Tiburon offers its Tiburon Membership program on a calendar year basis for only $25,000. Tiburon Members enjoy the following benefits:

  • Tiburon CEO Summits (semi-annual; title qualified executives only)
  • Tiburon Keynote Presentation Webinar and Q&A Sessions (semi-annual; able to be organized by title-qualified executives; participation open to all employees)
  • Tiburon Written Research (always available online; over 3,100 topics; open to all employees)

Please see the Tiburon Membership web page for more details.

Tiburon Market Seminars, Training, & Conference Speeches
Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the wealth & investment management (& WealthTech) markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 3,100 topics and 2.0 million PowerPoint charts and graphs) and its broad CEO-level industry contacts.

Please see the Tiburon Market Seminars, Training, & Conference Speeches web page for more details.

Tiburon Advice
Tiburon works with a few dozen companies in an advisory capacity each year and is pleased to offer Tiburon Members a variety of services to contribute to the continual development of its members' strategies:

  • Tiburon Strategic Assessments
  • Tiburon Strategy Consulting
  • Venture Capital, Private Equity, & Activist Advice
  • Board Roles & Advisory Board Roles

Please see the Tiburon Advice web page for more details.

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