Established Expertise Odyssey Advisors has over 30 years of experience in retirement and employee benefit consulting, positioning it as a trusted partner for organizations seeking reliable and expert financial planning services.

Specialized Services The company offers a comprehensive range of management and employee benefit consulting services, including actuarial analysis, pension plan management, and health and welfare benefits, which creates opportunities to upsell integrated financial solutions.

Growth in Data Analytics The recent addition of a Data Analytics Manager indicates a strategic focus on leveraging data-driven insights, opening avenues for selling advanced analytics tools or consulting services to optimize client retirement plans.

Mid-Market Focus With revenue between $10M and $25M and a small team, Odyssey Advisors targets mid-market organizations, which often seek affordable, high-quality consulting services—potentially expand offerings or target similar-sized firms for new business.

Technology Engagement Utilizing platforms like LinkedIn, Facebook, and Elementor suggests active digital outreach; leveraging this presence to connect with HR professionals and decision-makers can enhance lead generation and client acquisition.