Become a Tiburon Member

Thanks for your interest! This form allows corporations and individuals to become Tiburon members. Other forms are available to Attend First Tiburon CEO Summit, to Subscribe to Tiburon Research, and/or to Sign Up to Receive Free Tiburon Research Releases.

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). Tiburon 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 businesses.
  • Tiburon Webinars (on demand; all title qualified executives can schedule). Tiburon Webinars are conducted with Tiburon Managing Partner Chip Roame on any of the 3,000 Tiburon Written Research topics or company profiles. Tiburon member firms find the webinars to be a valuable tool to kick off board meetings, management committee meetings, & team offsites.
  • Tiburon Research Calls (weekly; open to all employees). Tiburon Research Calls offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics, covering product areas, distribution channels, tactical issues, & strategic issues.
  • Tiburon Written Research (on demand; over 3,000 topics; open to all employees). Tiburon Written Research represents the firm's underlying research on a wide variety of topics in the wealth & investment management (and related FinTech) markets.
Tiburon Insiders

A few dozen Tiburon members choose to participate in its Tiburon Insiders program, whereby Tiburon helps these firms best market themselves at the Tiburon CEO Summits. Tiburon insiders pay $35,000 per year. Tiburon insiders receive:

  • All the above Tiburon member benefits
  • An unlimited number of one time Tiburon CEO Summit guest passes (again for CEOs, other C-level executives, executive vice presidents, partners, managing directors, & select other business heads)
  • Tiburon CEO Summit broader participation opportunities
  • Tiburon CEO Summit attendee access & enhanced networking
  • Tiburon CEO Summit publicity & brand association

Tiburon Individual Membership

A handful of trade group heads, one-off consultants, professors, and retired executives who attend the Tiburon CEO Summits are Tiburon individual members ($10,000 per year at an individual level). The benefits of an individual membership are the same as for corporate members but only applicable to the individual, the CEO of the firm. Tiburon individual members receive:

  • Tiburon CEO Summit invitations for the CEO
  • Tiburon Webinars scheduling ability for the CEO
  • Tiburon Research Call access for all employees
  • Tiburon Written Research access for all employees
Tiburon accepts only electronic payments via credit card or ACH bank transfer. To become a Tiburon member, please complete the form below. To confirm an order, and/or if you have questions, please contact Sarah Sage at or 415-789-2540. Thank you for your interest in Tiburon membership!

Click here to view a list of all Tiburon's Research.