Wealth management technology leaders often lack traditional chief technology officer titles and deep technical backgrounds, yet they are pivotal in creating their firms' technology roadmaps. These leaders select, implement, and integrate technologies to enhance advisor productivity and client experience. WealthManagement.com and The Oasis Group formed a partnership in 2023 to create CTO Think Tanks, where c-suite executives from firms with over $1 billion in assets collaborate on technology initiatives.

The Think Tanks focus on various technology trends, cybersecurity, data governance, AI integration, and operational efficiencies, aiming to stay ahead in the competitive financial advisory landscape.