Insights

Rapid Growth Occams Advisory has a track record of sustained growth, with repeated appearances on the Inc. 5000 and multiple placements on the Financial Times Americas fastest-growing list, signaling a strong trajectory and potential for upsell of strategic advisory, expansion guidance, and enterprise-scale services.

Global Expansion Active expansion into India with Employer-of-Record services and new Delhi offices indicates readiness to support cross-border teams, offshore product or service delivery, and HR-compliance solutions for US/MSME clients seeking international hiring capabilities.

Tech Enablement A modern tech stack including Google Ads, Looker, Power BI, Salesforce, and marketing tools suggests opportunities to partner on data-driven marketing optimization, CRM-enabled sales engagements, and analytics-led decision-support offerings.

Board-Ready Credibility Recognition from Fortune, Inc., and the Financial Times, plus Best Workplace designation, highlights credibility with risk-averse buyers and large enterprises seeking trusted, innovative advisory partners for strategic growth, transformation, and governance projects.

Leadership Expansion Recent appointment of a Chief Revenue Officer and ongoing executive-level talent indicates a focus on scaling sales capability, enabling prospecting programs, and enterprise deal execution across new geographies and service lines.

Occams Advisory Tech Stack

Occams Advisory uses 8 technology products and services including Google Ads, Looker, Power BI, and more. Explore Occams Advisory's tech stack below.

Google Ads

Advertising

Looker

Analytics

Power BI

Business Intelligence

Salesforce

Customer Relationship Management

Design

Marketing

Sales Enablement

Visualisation Software

Occams Advisory Email Formats	Example	Percentage
First.Last@occamsadvisory.com	John.Doe@occamsadvisory.com	100%

Occams Advisory Email Formats

Example

Percentage

First.Last@occamsadvisory.com

John.Doe@occamsadvisory.com

100%

Frequently Asked Questions

What is Occams Advisory's official website and social media links?

Occams Advisory's official website is occamsadvisory.com and has social profiles on LinkedIn.

How much revenue does Occams Advisory generate?

As of August 2026, Occams Advisory's annual revenue is estimated to be $50M - $100M.

What is Occams Advisory's NAICS code?

Occams Advisory's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Occams Advisory have currently?

As of August 2026, Occams Advisory has approximately 110 employees across 4 continents, including Asia, North America and Africa. Key team members include Chief Innovation Officer: M. D., Chief Operating Officer: V. S. and Vp - Human Capital Management & Innovation: R. V. Explore Occams Advisory's employee directory with LeadIQ.

What industry does Occams Advisory belong to?

Occams Advisory operates in the Business Consulting and Services industry.

What technology does Occams Advisory use?

Occams Advisory's tech stack includes Google Ads, Looker, Power BI, Salesforce, Sketch, Hootsuite, Salesloft and Adobe Creative Suite.

What is Occams Advisory's email format?

Occams Advisory's email format typically follows the pattern of First.Last@occamsadvisory.com. Find more Occams Advisory email formats with LeadIQ.

When was Occams Advisory founded?

Occams Advisory was founded in 2012.

Occams Advisory

Q: What is Occams Advisory's official website and social media links?

Occams Advisory's official website is occamsadvisory.com. Occams Advisory has social profiles on LinkedIn.

Q: How many employees does Occams Advisory have currently?

Occams Advisory has approximately 110 employees.

Q: What technology does Occams Advisory use?

Occams Advisory's tech stack includes Microsoft Power Query, Blender, Shopify, Looker, Backbone.js.

Q: What is Occams Advisory's NAICS code?

Occams Advisory's NAICS code is 5416 (Management, Scientific, and Technical Consulting Services).

Business Consulting and ServicesFlorida, United States51-200 Employees

Occams Advisory is a global professional and business advisory firm headquartered in Sarasota, Florida, with offices in Toronto, Long Beach, Mumbai, Delhi, and Dehradun. Founded in 2012, it serves clients across 120+ countries by delivering customized solutions that aim to clarify complex challenges. The firm operates through three core verticals—Business Services & Growth Incubation, Capital Markets & Investment Banking, and Financial Technology & Payment Solutions—covering strategic planning, tax advisory, fintech, operational efficiency, and capital advisory. 

It contributes 1–2% of its top-line revenue annually to global causes, supporting education and aid programs that have helped more than 45,000 people across North America, Africa, and South Asia. In September 2025, the firm launched Employer-of-Record services in India to help U.S. businesses hire and manage employees there without establishing a local entity.

Insights

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Occams Advisory Tech Stack

Media & News

Occams Advisory, Inc. hired Robin Green as Chief Revenue Officer on Jul 21st '26.

Occams Advisory, Inc. recognized as Best Workplaces in 2025.

Occams Advisory, Inc. recognized as 2026 Most Innovative Companies on Jan 1st '26.

Occams Advisory, Inc. launches Employer-of-Record services.

Occams Advisory, Inc. attended event AI-Finance Roundtable on Jun 5th '25.

Occams Advisory, Inc. expanded offices to New Delhi, India, Southern Asia, Asia on Jun 5th '25.

Occams Advisory, Inc. recognized as Fortune 500.

Occams Advisory's Email Address Formats