Latest Peaks Research study provides financial advisors with empirical analysis of wealth management technology

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms in how wealth management firms serve clients and examines 10 of the top platforms serving the wealth management community: Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond. Collectively, these platforms represent 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,” said 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, fee billing, to a unified web-based and mobile app client experience.”

The goal of the Peaks Research for Wealth Platforms, which is the third research report in The Oasis Group’s Peaks Research series, is to review the leading wealth management platforms based on The Oasis Group’s experience working with Registered Investment Advisor, Broker Dealer, and Family Office firms, with the intent being to educate the wealth management buyer.

The study compares each platform based on their observable capabilities across 11 focus areas and scores each platform using a standard scoring method. This in-depth and fact-based analysis provides wealth management firms with a comprehensive analysis of each platform’s capabilities that cannot be found elsewhere. Wealth management firms reviewing wealth platform options in the marketplace can use this research to create a short list of providers based on their requirements.

In addition to providing in-depth reports on each of the 10 providers, The Oasis Group created a Peaks Perspective Chart, similar to the firm’s Peaks Research for Custodian Platforms and Peaks Research for AI Note Takers. The Peaks Perspective Chart for wealth platforms can only be found within the full Peaks Research for Wealth Platforms report.

The Peaks Perspective Chart positions each of the 10 wealthtech providers on a scale of Current Product Offering vs. Ability to Execute. The Oasis Group compiled the service provider’s self-reported scores to create the Current Product Offering axis. The Ability to Execute axis leveraged a variety of data, including the leadership team’s experience in the wealth management industry, the firm’s funding, the application’s integrations with other applications in the wealth management ecosystem, and the application’s ease of use in demonstrations.

In addition, each service provider is categorized as a Summiteer, representing the leading firms in the space that other market participants are pursuing, a Mountaineer, which have solid solutions that may lack some of the features of the market leaders, or a Climber, which offer solid products but lack the breadth of features to compete effectively for the business of large or enterprise firms.

Full research methodology – including inclusion and exclusion criteria, approach to collecting data, demonstration process, customer reference validation, and evaluation criteria – can be found within the report.

The third entry into The Oasis Group’s Peaks Research series comes on the heels of the Peaks Research for AI Note Takers, released in April 2025, which evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six leading AI Note Takers serving the wealth management industry.

To learn more about the Peaks Research series, please click here. To purchase the full Peaks Research for Wealth Platforms report, please click here.

THE OASIS GROUP RELEASES NEW EXPANDED EDITION OF AI WEALTHTECH MAP

In 2024, The Oasis Group launched their AI WealthTech Map, an industry-leading resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the financial services industry.

As the list expands with every edition, the June 2025 map features a new multipage workbook format that follows the sales cycle of a wealth manager, identifying and categorizing 83 leading firms into three overarching categories: 1. Lead Generation/Sales (prospecting, writing assistants, note takers, proposal generation); 2. Practice Management (AI assistants/co-pilots, next best action, video communication, portfolio creation, investment management and research); and 3. Financial Planning (specialty planning, philanthropy), Back Office (compliance solutions, data aggregation), and Firm Growth (M&A).

To access the latest edition of the interactive AI WealthTech Map, please click here.

THE OASIS GROUP AND JOHN O’CONNELL NAMED WEALTHIES FINALISTS

In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, The Oasis Group CEO John O’Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers – thanks to the Peaks Research series and AI WealthTech Map. An industry leading awards program, the Wealthies honor the best companies, people, and organizations supporting financial advisor success.

A record-breaking number of nominations were submitted for the 11^th Annual Industry Awards – 1,209 entries from more than 400 companies. Nearly 300 organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program, and only 120 companies distinguished themselves with multiple finalist submissions – including The Oasis Group.

Winners will be selected by an independent panel of industry judges and announced at the Wealthies Awards Ceremony, which will be held at the Cipriani 42^nd Street in New York City on September 4^th. To learn more and see the full list of finalists, please click here.

ABOUT THE OASIS GROUP

The Oasis Group is a leading consultancy in the wealth management industry, helping wealth management and financial technology firms create and focus on their unique value proposition to attract advisors and clients, and ultimately generate higher revenue. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. With extensive leadership experience in both emerging businesses and mature, established organizations, founder John O’Connell and his team are passionate about helping financial services and technology firms solve their most complex technology and sales challenges, helping clients stay focused on their growth, generate more revenue through great sales processes, build fantastic products by understanding the market and competition, and provide amazing service to their customers and clients. To learn more about The Oasis Group, visit www.TheOasisGrp.com.

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The wealth platforms that serve wealth management firms are integral to the smooth functioning of investment operations, offering services ranging from account opening, trading, rebalancing, fee billing, unified web-based and mobile app client experience.