The Oasis Group

Financial ServicesSouth Carolina, United States11-50 Employees

The Oasis Group operates in the financial services sector, advising wealth management and financial technology firms. It delivers C-suite services for wealth management, including Chief Risk Officer, Chief Information Security Officer, Chief Strategy Officer, and Chief Technology Officer, as well as revenue- and product-focused leadership for fintech clients. By helping firms sharpen their value proposition to attract advisors and clients, the company supports the goal of higher revenue.

Based in Indian Land, South Carolina, The Oasis Group is a small to mid-sized consultancy. In February 2026, it released a white paper on CRM selection in wealth management, sponsored by Practifi, signaling ongoing thought leadership in the space.

Sign up for free to view info

Email Format Employee directory