The Oasis Group Named a Finalist in Two Categories at the 2026 Wealth Management Industry Awards
FORT MILL, S.C., JUNE 12, 2026–The Oasis Group, the leading research and consulting firm specializing in the wealth management and financial technology sectors, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards (“the Wealthies”) in two categories: Industry Research Providers and Chief Executive Officer of the Year (Professional Services Firms), recognizing John O’Connell, Founder and CEO.
The recognition reflects The Oasis Group’s continued investment in research, advisory capabilities, and thought leadership focused on the evolving intersection of wealth management and technology.
In the Industry Research Providers category, The Oasis Group was recognized for its Peaks Research series and AI WealthTech Map, a set of research-driven resources designed to help firms navigate an increasingly complex technology landscape. The Peaks Research series provides in-depth, comparative analysis of key service providers across categories, using a structured evaluation framework rather than survey-based inputs. Complementing this work, the AI WealthTech Map offers a regularly updated view of the rapidly expanding artificial intelligence ecosystem in wealth management, helping firms identify and evaluate relevant solutions. Together, these initiatives provide advisors and firms with more actionable, objective insight when making technology decisions.
The research platform has expanded over the past year to include new reports focused on areas such as AI note-taking tools, wealth platforms, and AI-driven prospecting solutions, reflecting the firm’s focus on emerging technologies shaping advisor workflows and client engagement.
In the Chief Executive Officer of the Year category, John O’Connell was recognized for his leadership in building The Oasis Group into a leading advisory and research firm within the wealth management ecosystem. With more than three decades of experience in fintech and consulting, O’Connell has positioned the firm at the center of industry discussions around technology adoption, cybersecurity, and artificial intelligence.
Under his leadership, The Oasis Group has expanded its research output, educational content, and industry presence, including publishing multiple research reports and whitepapers, growing its newsletter audience significantly, and maintaining a consistent presence across industry conferences and events.
Together, these recognitions reflect The Oasis Group’s role in helping wealth management firms better understand the technology landscape, make informed decisions, and build stronger, more scalable businesses.
“We’re honored to be recognized across both our research platform and our leadership,” O’Connell said. “Our focus is on helping firms navigate complexity, whether that’s evaluating new technologies, understanding market dynamics, or identifying opportunities for growth. These recognitions reflect the work our team does every day to bring clarity to a rapidly evolving industry.”
Now in its 12th year, the Wealth Management Industry Awards—widely known as the “Wealthies”—spotlight the companies and leaders shaping the future of financial advice, wealthtech, investment solutions and advisor growth.
A panel of judges made up of top names in the industry, led by Wealth Management director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners. Winners will be announced at a gala and awards ceremony in New York City on September 10th.
“The scale and quality of this year’s nominations reflect an industry that continues to evolve at an extraordinary pace,” said Armstrong said. “What stood out to our judges was not just product innovation, but the growing sophistication around how firms are helping advisors operate, communicate, personalize advice and build sustainable businesses. The finalists represent a broad cross-section of organizations pushing the industry forward in meaningful ways.”
About The Oasis Group
The Oasis Group is a leading research and consulting firm specializing in the wealth management and financial technology sectors. The firm provides in-depth market analysis, strategic guidance, and implementation expertise to help organizations evaluate technology solutions and drive business growth.
For more information or to access the full report, visit https://theoasisgrp.com/.
About the Wealth Management Industry Awards
The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.
About Wealth Management
Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses.
Media Contact
For The Oasis Group
Lisa Aldape
VOCATUS
laldape@vocatusllc.com
