Become a Tiburon Member Tiburon Research Releases
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
Follow Tiburon
What We Do

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

Tiburon provides research 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.

Learn More

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.

Learn More

Tiburon Written Research with AI Search Engine

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. Tiburon members can also use the built-in AI Search Engine to instantly search all Tiburon Written Research.

Explore Research

Tiburon Research Coverage

Member firms only. Tiburon builds & maintains a research profile of your firm within Tiburon Written Research - reserved for Tiburon members.

Explore Research

Meet Chip AI

Tiburon is putting decades of research to work with AI. Chip AI lets members explore the latest trends across wealth & investment management (& WealthTech) with answers curated directly from Tiburon Written Research - our library of 2,400+ topics and 2M+ PowerPoint charts.

Launch Chip AI
Available to Tiburon members
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
October
19–21
2026
InterContinental Hotel
Boston, MA

Ready to Get Started?

Sign up for free research releases or become a Tiburon member to unlock full access to our entire library.