Occams Advisory, Inc.

Business Consulting and ServicesFlorida, United States51-200 Employees

Global Reach | Tailored Solutions | Growth Partners | Purpose-Driven Impact 

Founded in 2012, Occams Advisory Inc. is a global professional and business advisory firm headquartered in Sarasota, FL, with offices in Toronto, Long Beach, Mumbai, Delhi, and Dehradun. We empower clients across 120+ countries with innovative, customized, and impactful solutions. 

Inspired by Occam’s Razor, where simplicity drives effective problem-solving, we specialize in transforming complexity into clarity across three core verticals: 

- BSGI – Business Services & Growth Incubation 
- CMIB – Capital Markets & Investment Banking 
- FTPS – Financial Technology & Payment Solutions 

Our team blends Fortune 500 insights with entrepreneurial agility to deliver strategic planning, tax advisory, fintech, operational efficiency, and capital advisory solutions. 

Awards & Recognition 

- Financial Times: Americas’ Fastest-Growing Companies – 5 -times honoree 
    2025: #159 

- Fortune’s Most Innovative Companies (2023) – 
   #25 in Process Innovation 
   #61 in Innovation Culture 

- INC Best Workplaces (2025) 

- INC. 5000 List – 8-times honoree for rapid growth 
    2024: #39 

- INC Regionals (2025) 

- INC Power Partner (2024) 

- SB100 Top 100 (2023) – The Best of Small Business Awards 

- Gold Stevie Award (2025) – Customer Service Excellence 

- Bronze Stevie Award (2025) – Company of the Year: Financial Services 

- Best Workplace Award (2023) – The Best of Small Business Awards 

Social Impact-
We contribute 1–2% of our top-line revenue annually to global causes. Our education and aid programs have supported 45,000+ lives across North America, Africa, and South Asia—driving sustainability, inclusion, and well-being.

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