Growth via partnership Odyssey Advisors recently integrated with ExchangiFi LLC to combine advisory intent scoring with ETF data for 351 exchange launches, presenting a potential cross-sell of data analytics and consulting services to ETF issuers and financial product teams.

Retirement consulting focus With expertise in actuarial services, defined benefit and defined contribution plans, and OPEB ASC/ GASB guidance, Odyssey can pursue opportunities with corporate HR, pension committees, and retirement plan sponsors seeking strategic plan design, compliance, and termination support.

Data analytics growth The addition of a Data Analytics Manager in 2020 signals a capability to leverage data-driven insights; this positions Odyssey to offer advanced analytics, plan utilization analysis, and benchmarking to clients looking to optimize retirement outcomes and financial strategy.

Small firm agility As a lean firm with 2-10 employees and revenues in the mid six figures to mid seven figures range, Odyssey can target mid-market organizations seeking personalized service, faster turnaround, and flexible consulting on plan design, compliance, and benefits brokerage.

Technology enablement Current tech stack includes Excel, Office suite, Google Analytics, and various web tools, suggesting opportunities to upsell analytics-enabled engagements, digital reporting, and scalable advisory solutions that leverage data visualization and online resources.