Tiburon Strategic Advisors

What Tiburon Strategic Advisors does

Tiburon Strategic Advisors is a privately held research, advisory, and investment firm founded in 1998 and headquartered in the United States, focused exclusively on the wealth & investment management and WealthTech industries. Its core offering is a curated content and convening platform: a proprietary Tiburon Written Research library covering 2,400+ topics with 2M+ unique PowerPoint charts, organized into Topical and Profiles research series; bi-annual Tiburon CEO Summits drawing 450-550+ C-suite attendees per event; and member-only Tiburon Keynote Q&A Sessions with Managing Partner Chip Roame. The firm has hosted 50+ summits and completed 3,400+ consulting projects since inception.

The firm monetizes through a three-tier annual membership model (Individual $15K, Corporate $30K, Steering Committee $40K) sold directly to enterprise clients at 700+ member firms, supplemented by higher-fee engagement work: Tiburon Strategic Assessments ($100K-$200K, remote), Tiburon Strategy Consulting ($500K+, in-person complex engagements), and Seminars, Training & Conference Speeches ($10K-$35K day rate, with Managing Partner delivering ~75 events per year). The firm also operates the Tiburon Partners Fund, a proprietary investment vehicle that invests directly in member companies and co-invests alongside VC/PE firm members.

Tiburon's go-to-market is sales-led and relationship-driven, with no resellers, distributors, or marketplace channels. Chip Roame (Managing Partner & Founder; former McKinsey consultant and Schwab strategist) sits on nine boards including Edelman Financial Engines, Facet Wealth, Apex Fintech Solutions, and Allspring Group Holdings, converting personal access into consulting, deal due diligence, and direct capital deployment. Marketing is executed primarily through summits, written research, and industry networking rather than digital campaigns, with secondary distribution via LinkedIn, Twitter/X, YouTube, Facebook, and Instagram.

Name

Tiburon Strategic Advisors

Legal name

Tiburon Strategic Advisors

Website

https://tiburonadvisors.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Tiburon Strategic Advisors is a 28-year-old US-based research, advisory, and investment firm focused exclusively on wealth & investment management and WealthTech. It serves 700+ member firms through subscription membership ($15-40K/yr), consulting engagements ($100-500K+), and the Tiburon Partners Fund, anchored by its CEO Summits and proprietary research library.

Ownership category

akta.pro rank

Product category

Wealth Management Consulting & Advisory

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Wealth management research
• Investment management advisory
• Strategic consulting services
• Executive membership programs
• Financial services consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Membership Fees: Three-tier membership program (Individual $15K, Corporate $30K, Steering Committee $40K per year) providing access to CEO Summits, written research, and keynote Q&A sessions.
2. CEO Summit Attendance Fees: First-time Tiburon CEO Summit attendee passes sold for $5,000 to non-members. Summits host 550+ senior executives at each event.
3. Strategic Assessments: High-level remote business model and strategy analysis delivered via Zoom, typically ranging from $100,000-$200,000.
4. Strategy Consulting: Complex, research-based, long-term consulting projects with fees beginning at $500,000. Includes steering committee meetings and research modules.
5. Seminars, Training & Conference Speeches: Day-rate engagements for market seminars, training sessions, and conference speeches: $20,000 for Managing Partner / $10,000 for research directors (members), $35,000 for non-members, plus travel expenses.
6. Tiburon Partners Fund: Proprietary capital deployed into member companies and co-investments alongside VC/PE members, formalizing advisory roles through direct capital investment.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Tiburon Strategic Advisors operates as a think tank, advisor, and investor serving wealth and investment management firms and the broader WealthTech ecosystem. The firm sells membership programs, written research, strategic assessments, strategy consulting, executive summits, training/speaking engagements, and operates a partner investment fund, alongside venture capital, private equity, and activist advice and board/advisory board roles.

Product overview

Tiburon Strategic Advisors is an industry-leading think tank, advisor, and investor in the Wealth & Investment Management and WealthTech sector. The company operates a unified advisory platform built around its core offerings: Tiburon CEO Summits (bi-annual flagship executive events), Tiburon Written Research (a comprehensive research library covering 2,400+ topics with 2M+ PowerPoint charts organized into Topical and Profiles research series), Tiburon Keynote Q&A Sessions (semi-annual Q&A with executives), and Tiburon Membership (three-tier program providing access to these resources). Additional advisory services include Tiburon Strategic Assessments ($100K-$200K remote analyses), Tiburon Strategy Consulting ($500K+ in-person engagements), Venture Capital/Private Equity & Activist Advice, Board Roles, and Seminars/Training/Speeches. The company also manages the Tiburon Partners Fund, a proprietary investment vehicle for the industry. Skip & Chip's Excellent Adventures provides experiential community events. The firm has completed over 3,400 projects since 1998.

Differentiator

Problem solved

Functional benefit

Products and services

• Tiburon Membership

Quantifiable outcome

• 50+ CEO Summits hosted since 2001
• +3 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• McKinsey & Company: McKinsey is a top-tier global strategy consulting firm with a sizable financial services practice. Tiburon's founder Chip Roame is a McKinsey alumnus, and Tiburon's strategy consulting offering competes for a portion of the same wealth management client wallet, though at a much smaller scale.
• Oliver Wyman: Oliver Wyman is a global management consultancy with a deep financial services practice spanning wealth and asset management. It competes with Tiburon's strategy consulting engagements ($500K+ projects) and is the parent of direct peer Celent, but its scope is much broader.
• Bain & Company: Bain is a global strategy consulting firm with significant financial services and wealth management coverage. Comparable to Tiburon in providing strategy consulting to financial institutions, but Bain's services extend well beyond wealth management into other verticals.
• EY-Parthenon: EY-Parthenon is the strategy consulting arm of Ernst & Young serving financial services clients including wealth managers. It competes with Tiburon's strategy consulting and capital advisory work for the same types of clients, with the added advantage of Big Four integration.
• Corporate Executive Board (Gartner): CEB (now part of Gartner) built a membership-based executive advisory model serving multiple verticals. It is comparable to Tiburon's subscription + research + member Q&A framework, though Gartner's wealth management coverage is one of many verticals rather than the sole focus.

Regional players

• InvestmentNews (Bonhill Group): InvestmentNews is a financial services media and events business covering the wealth management industry, including conferences and research. It is comparable to Tiburon's CEO Summits and research products, with a heavier emphasis on journalism and event sponsorship rather than C-suite-only membership advisory.

Direct peers

• Greenwich Associates (CRISIL): Greenwich Associates is a long-established research and benchmarking firm serving the financial services industry, now part of CRISIL. It is comparable to Tiburon's research-only arm but lacks Tiburon's executive networking events and investment fund components.
• Celent: Celent is a financial services-focused research and advisory firm (a division of Oliver Wyman) serving banks, wealth managers, and insurers. It is directly comparable to Tiburon's research and advisory offering for wealth & investment management executives, though Tiburon's C-suite event model is differentiated.
• Aite-Novarica Group: Aite-Novarica is a research and advisory firm covering banking, insurance, and wealth management technology. It is a direct competitor to Tiburon's WealthTech research and advisory practice, with similar membership and consulting revenue models.

Others

• CEB (now Gartner for Executives): Gartner's CEB-originated executive membership business provides subscription research, peer benchmarking, and Q&A sessions to senior leaders across industries. It is comparable to Tiburon's membership model in structure, though wealth management is one of many verticals served.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/tiburonadvisors
• YouTubeyoutube.com/user/TiburonAdv
• Facebookfacebook.com/tiburonadvisors
• LinkedInlinkedin.com/company/tiburon-strategic-advisors
• Instagraminstagram.com/tiburon_advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tiburon Strategic Advisors