Occams Advisory, Inc. Employee Directory

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.

Find Occams Advisory, Inc. employees' phone numbers or email addresses

Occams Advisory, Inc. Global Highlights

Location
Employees

Asia
61

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  • India
    61

North America
27

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  • United States Of America
    24
  • Canada
    3

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Occams Advisory, Inc.'s Leadership

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    D. K.
    Ceo - Personal Finance
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    N. A.
    Chief Executive Officer
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    M. D.
    Chief Innovation Officer
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    V. S.
    Chief Operating Officer
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    A. E. K.
    Vp Affiliate Origination & Management
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    R. V.
    Vp - Human Capital Management & Innovation
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    M. A.
    Vp – Client Relations
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    B. K.
    Vice President Human Capital Managment
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Contact profiles from Occams Advisory, Inc.

Name
Title
Contact Info
Location
Last Update
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    S. C.
    Senior Ui/Ux Designer
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    IndiaMaharashtra
    Oct 24, 2025
  • Stylized image of a person
    S. D.
    Sr. Graphic Designer
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    IndiaMaharashtra
    Oct 26, 2025
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    Z. Z.
    Senior User Interface And User Experience Designer
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    Oct 17, 2024
  • Stylized image of a person
    P. M.
    Digital Marketing Co-Ordinator
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    United StatesNew Jersey
    Nov 18, 2025
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    C. S. M.
    Analyst - Finance & Accounting
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    IndiaWest Bengal
    Nov 11, 2025
  • Stylized image of a person
    O. S.
    Ai Software Engineer
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    IndiaNCT
    Nov 11, 2025
  • Stylized image of a person
    R. R.
    Analyst
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    United StatesDelaware
    Oct 23, 2024
  • Stylized image of a person
    R. G.
    Associate
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    Sep 04, 2024

Frequently Asked Questions

What is Occams Advisory, Inc. known for?

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Occams Advisory, Inc. was founded in 2012 operates in the Business Consulting and Services industry. Explore Occams Advisory, Inc.'s company overview page for more information.

What is Occams Advisory, Inc.'s most common email format?

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Occams Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Occams Advisory, Inc. email formats with LeadIQ.

How many employees does Occams Advisory, Inc. have currently?

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Occams Advisory, Inc. has approximately 97 employees as of December 2025. These team members are located across 3 continents, including AsiaNorth AmericaEurope.

Who are Occams Advisory, Inc.'s key employees and leadership?

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As of December 2025, Occams Advisory, Inc.'s key employees include:

  • Ceo - Personal Finance: D. K.
  • Chief Executive Officer: N. A.
  • Chief Innovation Officer: M. D.
  • Chief Operating Officer: V. S.
  • Vp Affiliate Origination & Management: A. E. K.

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