FORT MILL, S.C. – The Oasis Group, a leading consultancy for the wealth management industry, recently released a new research report titled “Peaks Research for Wealth Platforms.” This comprehensive study evaluates the role of wealth technology platforms in how wealth management firms serve clients, examining 10 prominent platforms: Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond. Collectively, these platforms manage over $25 trillion in assets under administration.
“Wealth management firms play a crucial role in the investment management landscape, providing tailored financial advice to clients,” stated John O’Connell, founder and CEO of The Oasis Group. “The wealth platforms that serve these wealth management firms are integral to the smooth functioning of investment operations, offering services ranging from digital account opening, trading, rebalancing, and fee billing, to a unified web-based and mobile app client experience.”
As the third report in The Oasis Group’s Peaks Research series, the study aims to educate wealth management buyers by reviewing leading platforms based on The Oasis Group’s experience with Registered Investment Advisor, Broker Dealer, and Family Office firms. The report compares each platform’s observable capabilities across 11 focus areas, using a standard scoring method to provide an in-depth, fact-based analysis. This research is designed to assist wealth management firms in creating a shortlist of providers based on their specific requirements.
In addition to individual provider reports, The Oasis Group developed a Peaks Perspective Chart, which positions each of the 10 wealthtech providers on a scale of “Current Product Offering” versus “Ability to Execute.” The Current Product Offering axis is based on service providers’ self-reported scores, while the Ability to Execute axis incorporates data such as the leadership team’s industry experience, firm funding, application integrations within the wealth management ecosystem, and ease of use in demonstrations. Each provider is categorized as a Summiteer (leading firms), a Mountaineer (solid solutions with some feature gaps), or a Climber (solid products lacking breadth for large or enterprise firms). The full research methodology, including inclusion/exclusion criteria and data collection approach, is detailed within the report.
This latest release follows The Oasis Group’s “Peaks Research for AI Note Takers,” published in April 2025, which analyzed the impact of six leading AI Note Takers on financial advisors and their teams within the wealth management sector.
Furthermore, The Oasis Group launched its “AI WealthTech Map” in 2024, a comprehensive resource for financial advisors and wealth management firms seeking artificial intelligence solutions. The June 2025 edition features an expanded multi-page workbook format, categorizing 83 firms into three overarching areas that align with a wealth manager’s sales cycle: Lead Generation/Sales, Practice Management, and Financial Planning/Back Office/Firm Growth.
In related news, John O’Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was selected as a finalist for Industry Research Providers in the 2025 WealthManagement.com Industry Awards, known as the Wealthies. These awards recognize companies and individuals supporting financial advisor success. The 11th Annual Industry Awards received 1,209 entries from over 400 companies, with nearly 300 organizations chosen as finalists. The Oasis Group was among 120 companies with multiple finalist submissions. Winners will be announced at the Wealthies Awards Ceremony on September 4th at Cipriani 42nd Street in New York City.
The Oasis Group is a consultancy that provides services to wealth management and financial technology firms, assisting them in defining their value proposition to attract clients and advisors. The firm offers consulting, industry research, and on-demand training.
