About Our Advisory Services
Wheelhouse Advisors was founded in 2008 and is headquartered in Atlanta, Georgia. We offer independent research and strategic advisory services across the global Integrated Risk Management (IRM) and RiskTech markets, serving senior executives at IRM technology providers, enterprise end-users, and institutional investors and advisory firms conducting market research and investment diligence. To start, schedule a Strategic Advisory Briefing to access institutional-grade IRM market intelligence, investment diligence support, or strategic advisory tailored to your objectives.
Institutional Research via The RTJ Bridge
Wheelhouse Advisors publishes ongoing institutional-grade research through The RTJ Bridge, the only independent IRM research platform built and led by the analyst who created the Integrated Risk Management category. Subscribers receive continuous access to vendor competitive assessments, AI disruption analysis, M&A and partnership impact research, and IRM Navigator™ market intelligence.
The RTJ Bridge is designed for institutional investors, private equity firms, management consultants, and enterprise executives who require authoritative, independent coverage of the $61 billion IRM market projected to reach $133 billion by 2031. This is institutional-grade competitive intelligence at a fraction of the cost of traditional analyst firms.
Retainer Advisory
For organizations that require ongoing access to independent IRM market intelligence and strategic guidance, Wheelhouse Advisors offers flexible retainer engagements tailored to your needs. Retainer clients receive priority access to Wheelhouse research, direct advisory support on emerging market developments, and a trusted independent perspective as a consistent resource throughout the engagement.
Retainer engagements are particularly well suited for IRM technology providers seeking ongoing market strategy and competitive positioning support, institutional investors requiring continuous coverage of the risk technology market, enterprise executives managing multi-year IRM transformation programs, and management consulting firms that need a dedicated IRM subject matter expert to support client engagements.
Retainer engagements are structured to fit your objectives and timeline with no minimum term requirement. To discuss a retainer arrangement, email info@wheelhouseadvisors.com or start with a Strategic Advisory Briefing.
Custom Research & Analysis
Wheelhouse Advisors produces bespoke research and analysis engagements for clients who require proprietary market intelligence tailored to a specific investment thesis, competitive landscape, or strategic question. Custom engagements draw on the full depth of Wheelhouse's IRM Navigator™ methodology, the IRM50 vendor universe, and John's three decades of market expertise to deliver findings that are original, independent, and defensible.
Custom research engagements are well suited for private equity and venture capital firms evaluating risk technology investments, management consulting firms requiring an independent IRM subject matter perspective, enterprise organizations conducting vendor market assessments, and technology providers seeking proprietary competitive positioning analysis.
To discuss a custom research engagement, email info@wheelhouseadvisors.com.
Speaking & Keynotes
John A. Wheeler is an internationally recognized keynote speaker on integrated risk management, risk technology strategy, AI disruption, and the future of the IRM market. As the creator of the IRM category and a former Gartner Global Research Leader, John brings a rare combination of market authority, executive experience, and forward-looking insight that resonates with audiences across financial services, technology, and enterprise risk.
John has delivered keynotes and presentations to thousands of executives globally at industry conferences, corporate leadership forums, board-level sessions, and investor events. Topics include the evolution of integrated risk management, AI disruption in the RiskTech market, vendor selection and platform strategy, and building autonomous risk management capabilities.
To inquire about availability and speaking engagements, email info@wheelhouseadvisors.com.