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.
Strategic Advisory Briefings
Book a 60-minute Strategic Advisory Briefing with John A. Wheeler, Founder and CEO of Wheelhouse Advisors. Whether you are evaluating a risk technology investment, conducting vendor due diligence, benchmarking competitive positioning, or seeking independent market intelligence on the IRM landscape, a Strategic Advisory Briefing delivers the clarity and confidence to move forward.
John created the Integrated Risk Management (IRM) category at Gartner and was recognized as a Top 5 author in Gartner's Technology & Service Provider organization, advising thousands of executives on risk technology strategy globally. His career spans over 35 years across executive, advisory, audit, and research roles at Accenture, Ernst & Young, Turner Broadcasting, SunTrust, and Gartner — giving him a full-spectrum perspective as practitioner, auditor, consultant, and analyst that few advisors can match.
John has been named among the 100 Most Influential People in Finance, Top 40 Finance Executives Under 40, and is the recipient of the Gartner Risk Management Thought Leadership Award. He holds an MBA from Emory University's Goizueta Business School and a BBA in Finance from Emory University.
Briefings are informed by the full research and intelligence capabilities of Wheelhouse Advisors, including the IRM Navigator™ Model, the IRM50 vendor universe, and ongoing market analysis published through The RTJ Bridge — the only independent IRM research platform built by the analyst who created the category.
Who should schedule
Investment and advisory professionals
- Private Equity Investor
- Hedge Fund Analyst
- Management Consultant
- Corporate Development Leader
- Venture Capital Analyst
- Expert Network Client
End-user executives
- Chief Risk Officer
- Chief Information Security Officer
- Chief Compliance Officer
- Chief Legal Officer
- Head of Enterprise Risk
- Head of Operational Risk
- Board or Audit Committee Liaison
Technology and service provider leaders
- Tech CEO
- Chief Marketing Officer
- Chief Product Officer
- GM or BU Leader
- Consulting Partner or Managing Director
- Head of Product Marketing
- Analyst Relations Director
What we cover
Briefings are tailored to your objectives and may include market landscape assessment, vendor evaluation and selection criteria, AI disruption risk analysis, IRM strategy and maturity benchmarking, competitive positioning, investment diligence support, and product strategy or roadmap alignment.
How it works
- Payment is collected at booking to confirm your session
- You will receive a Google Meet link and confirmation email immediately
- You may reschedule up to 48 hours in advance using the link in your confirmation
Ready to book?
Strategic Advisory Briefings are paid working sessions. Select a time using the scheduler below to complete booking and receive your Google Meet link by email.
If you require an invoice for procurement, email info@wheelhouseadvisors.com before booking and we will assist.
Cancellation and payment policy
- Cancellations within 48 hours are non-refundable
- No-shows are not refunded
- A mutual NDA is available on request for all briefing sessions
Awareness-only research updates: If you only need to share a brief AR update for research awareness, email a 1–2 page summary or a concise deck (up to 10 slides) to info@wheelhouseadvisors.com. No meeting, feedback, or deliverables are provided on that path.