Company intelligence
The Oasis Group
Helping wealth management firms and WealthTechs with technology, cybersecurity, data strategy, and AI
Financial Services
Indian Land, US
16 employees
Founded 2019
3 public signals
About The Oasis Group
Helping wealth management and financial technology firms to create and focus on their unique value proposition to attract advisors and clients and generate higher revenue. Our offerings include Chief Risk Officer, Chief Information Security Officer, Chief Strategy Officer, and Chief Technology Officer services for wealth management firms. Our FinTech offerings include Chief Revenue Officer and Chief Product Officer services.
Verified activity
Signals from The Oasis Group
3 published signals
Presence & Recognition
The Oasis Group is attending the Association of Trust Organizations for their upcoming ATO Speaker Series to explore AI in trust and wealth management.
Reported by John O'Connell, MBA
Research & Knowledge
The Oasis Group published a feature exploring the fiduciary responsibility of AI advisors in a recent article with The Wealth Advisor.
Reported by John O'Connell, MBA
Research & Knowledge
The Oasis Group published the September AI WealthTech Map, mapping out 110+ firms building AI solutions for advisors, RIAs, and wealth management technology teams.
Reported by John O'Connell, MBA