The Oasis Group
The Oasis Group is a New York-based consulting and research firm founded in 2019 that advises wealth management firms, RIAs, trust companies, and family offices on AI readiness, CRM implementation, and operational efficiency via proprietary assessment frameworks and co-branded industry research.
- Company typePrivate
- Founded2019
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Oasis Group does
The Oasis Group is a privately held research and consulting firm founded in 2019 and headquartered in New York that serves wealth management and fintech decision-makers. The firm was founded by John O'Connell (CEO) and Karl Reid (principal) and targets fiduciary wealth management firms, registered investment advisors managing between $100 million and $1 billion in AUM, trust companies, and family offices. Its core products are proprietary assessment and benchmarking frameworks rather than software — most notably the AI Readiness Index™, a 70-question, two-axis maturity instrument scoring firms 0–100 on a 70% governance / 30% technology weighting across five readiness tiers, and the 2026 Peaks Report on Estate Planning Platforms, which tiers vendors into Summiteers, Mountaineers, and Climbers. The firm also publishes co-branded whitepapers with wealthtech partners covering agentic AI, CRM implementation, AI prospecting tools, and RIA growth models. Its revenue model is professional services consulting, with freemium distribution of assessment tools and whitepapers as the primary lead generation mechanism; go-to-market is content-led and event-driven, anchored on T3 Technology Conference participation and partnerships with platforms including AdvisorEngine, Practifi, and Jump. No revenue, headcount, funding rounds, or named customer logos are publicly disclosed, and the firm operates without institutional investors or a parent entity.
The Oasis Group firmographics
Firmographics- Name
- The Oasis Group
- Legal name
- The Oasis Group
- Website
- https://theoasisgrp.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Oasis Group is a New York-based consulting and research firm founded in 2019 that advises wealth management firms, RIAs, trust companies, and family offices on AI readiness, CRM implementation, and operational efficiency via proprietary assessment frameworks and co-branded industry research.
- Ownership category
- akta.pro rank
The Oasis Group industry classification
Industry- Product category
- Wealth Management Consulting & Advisory
- NAICS
- Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industries
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)
Keywords
Where The Oasis Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
The Oasis Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others
Revenue model
- Research and Consulting Services: The Oasis Group generates revenue through consulting engagements with wealth management firms, RIAs, and fintech companies. They also publish sponsored white papers in partnership with wealthtech platforms and offer their AI Readiness Index methodology as a lead generation tool.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free assessment tool available for industry use |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
The Oasis Group product offering
Product offeringCore offering
The Oasis Group is a research and consulting firm that advises wealth management firms, registered investment advisors, trust companies, and family offices on AI adoption, operational efficiency, and technology selection. Its core deliverables include proprietary maturity benchmarks (AI Readiness Index™), industry research reports (e.g., 2026 Peaks Report on Estate Planning Platforms), and sponsored white papers co-developed with wealthtech partners, all designed to drive consulting engagements.
Product overview
The Oasis Group is a research and consulting firm specializing in wealth management and fintech that produces industry research reports, maturity benchmarks, and white papers. Its primary named product is the AI Readiness Index™, a self-assessment tool with 70 questions designed to help wealth management firms evaluate their AI adoption position and develop implementation roadmaps. The company also publishes periodic research reports (such as the Peaks Report series on estate planning platforms) and co-authored white papers covering topics like CRM selection, agentic AI, AI prospecting tools, and RIA growth models.
Differentiator
Problem solved
Functional benefit
Brands
- AI Readiness Index: A two-axis maturity benchmark for fiduciary wealth management firms, trust companies, and family offices that measures governance control and technology sophistication across 70 diagnostic questions.
- 2026 Peaks Report
Products and services
- AI Readiness Index™ A two-axis maturity benchmark and self-assessment tool for fiduciary wealth management firms, trust companies, and family offices that measures governance control (70% weight) and technology sophistication (30% weight) across 70 diagnostic questions, assigning firms a score of 0–100 across five readiness tiers from Emerging to Leader. Offered as a free download to generate consulting leads.
- 2026 Peaks Report on Estate Planning Platforms A comprehensive research report categorizing leading estate planning technology platforms into three tiers—Summiteers, Mountaineers, and Climbers—based on capabilities and market execution. Targeted at wealth management firms and family offices evaluating estate planning technology.
- RIA Growth Model Advisory (Scale to Win Whitepaper) A consulting advisory and research framework for Registered Investment Advisors managing between $100 million and $1 billion in assets under management, addressing operational challenges that impede firm growth. Co-developed with AdvisorEngine Portfolio Solutions and based on benchmarking data showing top-performing RIAs reduce overhead to 25.7% of revenue versus 82% at smaller firms.
- CRM Selection Framework Advisory A vendor-neutral consulting framework for wealth management firms evaluating and implementing CRM platforms, including a three-phase implementation methodology. Based on research showing 75% of CRM implementations fail due to rollout strategy, data architecture, and change management issues rather than software flaws.
- Agentic AI in Wealth Management Research A research white paper exploring how autonomous AI agents can transform wealth management operations and advisory workflows. Co-developed with Jump and designed to help wealth management firms understand and plan for agentic AI adoption.
- AI Prospecting Tools Research Report A research report evaluating five AI prospecting tools used in wealth management, analyzing their effectiveness in identifying and connecting with prospective clients, supporting financial advisors, and integrating with existing systems. Co-developed with AdvisorEngine.
Quantifiable outcome
- Small RIAs allocate 82% of revenue to advisory expenses, yielding operating margins of just 18%, while top-performing firms reduce overhead to 25.7% of revenue while serving nearly double the clients per professional
- +2 more outcomes
Companies that use The Oasis Group
Customer profileSegments4 records
Ideal customer profiles3 records
The Oasis Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
The Oasis Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- AdvisorEngine Portfolio SolutionscoreThe Oasis Group and AdvisorEngine Portfolio Solutions released a joint whitepaper titled 'Scale to Win: Examining the RIA Growth Model,' providing a framework for Registered Investment Advisors managing between $100 million and $1 billion in assets under management to address operational challenges that impede firm growth.
- PractificoreThe Oasis Group released a white paper on CRM selection in wealth management sponsored by Practifi, a CRM platform built for the industry. The paper outlines a three-phase implementation framework and research findings that 75% of CRM implementations fail due to rollout strategy, data architecture, and change management issues.
- JumpcoreThe Oasis Group and Jump released a white paper on the application of agentic AI in wealth management, exploring how autonomous AI agents can transform wealth management operations and advisory workflows.
- AdvisorEnginecoreThe Oasis Group and AdvisorEngine released a research report evaluating AI Prospecting Tools used in wealth management. The report analyzes five tools for their effectiveness in identifying and connecting with prospective clients, supporting financial advisors, and integrating with existing systems.
Recent moves6 records
Expansion highlights4 records
The Oasis Group competitors and assessment
Company assessmentDirect peers
- Cerulli Associates: Cerulli Associates is a research and consulting firm serving the wealth management, asset management, and retail brokerage industries with proprietary data, benchmarks, and advisory engagements — closely matching The Oasis Group's research-led consulting model.
- Aite-Novarica Group: Aite-Novarica is a research and advisory firm covering banking, insurance, payments, and wealth management with proprietary benchmark data and consulting engagements — a direct comparable in business model and target buyer (senior financial-services decision-makers).
- Tiburon Strategic Advisors: Tiburon is a research and consulting firm for the financial services industry, producing proprietary research, benchmarks, and strategic advisory for banks, broker-dealers, RIAs, and wealthtech firms — a strong comparable in research-driven consulting for wealth management.
- Kehrer Bielan Research & Consulting: Kehrer Bielan is a niche wealth management research and consulting firm focused on technology and operations benchmarking for advisory firms — directly comparable in segment focus (wealthtech advisory) and boutique scale.
- Corporate Insight: Corporate Insight provides research, benchmarking, and consulting to financial services firms on digital offerings and competitive intelligence — comparable in its research-and-advisory business model targeting wealth and asset management buyers.
- MarketCounsel: MarketCounsel is a business and regulatory consulting firm serving RIAs, broker-dealers, and wealthtech firms — a directly comparable advisory firm operating in the same RIA and wealthtech buyer segment.
Broad incumbents
- LIMRA: LIMRA is a large industry research and consulting organization serving the insurance and broader financial services industry with proprietary benchmarking data — a broader incumbent offering overlapping wealth management advisory research and benchmarking.
- Fidelity Practice Management (FA Insight): Fidelity's Practice Management group (incorporating the former FA Insight) provides benchmarking, research, and consulting to RIAs and advisors — a broad incumbent with overlapping RIA consulting content and benchmarking capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The Oasis Group social profiles
Digital presenceThe Oasis Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Oasis Group leadership team
Management profileNumber of profiles
Profiles2 records
The Oasis Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Oasis Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Oasis Group
What does The Oasis Group do?
The Oasis Group is a research and consulting firm that advises wealth management firms, registered investment advisors, trust companies, and family offices on AI adoption, operational efficiency, and technology selection. Its core deliverables include proprietary maturity benchmarks (AI Readiness Index™), industry research reports (e.g., 2026 Peaks Report on Estate Planning Platforms), and sponsored white papers co-developed with wealthtech partners, all designed to drive consulting engagements.
Is The Oasis Group a public or private company?
The Oasis Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Oasis Group founded?
The Oasis Group was founded in 2019. It employs 1 to 10 people.
Where is The Oasis Group based?
The Oasis Group is headquartered in New York, United States, in the North America region.
How does The Oasis Group make money?
One revenue line is on record: research and Consulting Services.
Who are The Oasis Group's main competitors?
Direct peers on record are Cerulli Associates, Aite-Novarica Group, Tiburon Strategic Advisors, Kehrer Bielan Research & Consulting, Corporate Insight and MarketCounsel. Broad incumbents are LIMRA and Fidelity Practice Management (FA Insight).
Does The Oasis Group have an API?
No public API is recorded for The Oasis Group.
What industry is The Oasis Group in?
The Oasis Group's product category is Wealth Management Consulting & Advisory. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 541618 and its SIC code is 8742.