Tiburon Membership Options

Tiburon members watch on as Tiburon Managing Partner Chip Roame delivers the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit XLVII in San Francisco, CA

Tiburon offers three Tiburon membership options. These options are described in detail below. All Tiburon memberships run on a calendar year basis. Existing Tiburon members are invoiced on September 1 each year, with payment due by December 31. New Tiburon members joining before the April Tiburon CEO Summit are billed for the current year, with the understanding that they had access to both Tiburon CEO Summits and that Tiburon provides all new members access to all of its previously developed Tiburon Written Research & Tiburon Webinars. New Tiburon members joining after the April Tiburon CEO Summit are billed for the following year and Tiburon gives them free access for the remainder of the current year. To renew a Tiburon membership or to become a new Tiburon member, please complete this form.

Tiburon Corporate Membership
Tiburon offers its Tiburon corporate membership program for only $25,000 (to become $30,000 starting April 2026 for 2027 memberships). Tiburon corporate members enjoy the following benefits:

Tiburon CEO Summits (semi-annual; title-qualified executives only). 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 (& WealthTech) businesses.
Tiburon Keynote Presentation Webinar and Q&A Sessions (semi-annual; able to be organized by title-qualified executives; participation open to all employees). Tiburon members’ executives will be asked to review the prior Tiburon CEO Summit Keynote Presentation video recording and then Tiburon will join to participate in a Q&A session.
Tiburon Written Research (always available online; over 3,100 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 (& WealthTech) markets.

Tiburon CEO Summit Steering Committee Membership

A few dozen Tiburon members choose to participate as Tiburon CEO Summit Steering Committee members, whereby Tiburon involves these firms in the Tiburon CEO Summit strategy and helps these firms best market themselves at the Tiburon CEO Summits. Tiburon CEO Summit steering committee members pay $35,000 per year (to become $40,000 starting April 2026 for 2027 memberships). Tiburon CEO Summit steering committee members receive:

All the above Tiburon corporate member benefits plus...

Tiburon CEO Summit Attendee Access & Enhanced Networking: Tiburon CEO Summit steering committee member attendees are provided detailed attendee lists and are invited to participate in the onsite Tiburon CEO Summit steering committee members only meeting preceding the start of each Tiburon CEO Summit to review the attendee list with Tiburon's Managing Partner

Tiburon CEO Summit Steering Committee Member Board Member & Senior Advisor Passes: Tiburon CEO Summit steering committee members are able to continuously invite their publicly listed board members & senior advisors to Tiburon CEO Summits. That said, title rules still apply, meaning board members & senior advisors must be listed at their full-time employers with qualifying titles to be eligible.

Tiburon CEO Summit Steering Committee Members Guest Passes: Tiburon CEO Summit steering committee members are able to invite unlimited numbers of Tiburon CEO Summit steering committee member guests one time each to Tiburon CEO Summits as long as guests meet the title criteria (CEOs, other C-level executives, executive vice presidents, partners, & managing directors) and have never previously attended a Tiburon CEO Summit. Common guests include clients, prospects, strategic alliance partners, etc.

Tiburon CEO Summit Broader Participation Opportunities: Tiburon CEO Summit steering committee members can participate in the mid-cycle Tiburon CEO Summit steering committee members participation call (held around the three-month mark) and volunteer themselves as moderators & facilitators. All title qualified attendees from Tiburon CEO Summit steering committee member firms are eligible and can volunteer at each Tiburon CEO Summit.

Tiburon Individual Membership
A handful of trade group leaders, 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) (to become $15,000 starting April 2026 for 2027 memberships). The benefits of Tiburon Individual Membership are the same as for Tiburon Corporate Members but only applicable to one individual, the CEO of the firm.

If you have questions, please contact Sarah Sage at SSage@TiburonAdvisors.com. Thank you for your interest in Tiburon membership!