DEADLINE EXTENDED:CO—100 applications close August 7
Business Showcase
CO—100 - 2024|

Culture Champions


Occams Advisory

Occams Advisory, founded in 2012 and headquartered in Sarasota, FL, is a professional advisory firm that provides Fortune 500-level expertise to small and medium-sized businesses through services in tax advisory, business growth incubation, investment banking, and financial technology solutions. Known for its client-centric approach and commitment to simplicity, Occams delivers comprehensive, integrated solutions that drive sustainable growth while also dedicating a portion of its revenue to global charitable causes, reflecting its commitment to social responsibility.

Founded

2012

Industry

Finance and Banking

Notable Facts

Minority-owned

2024 Honoree in Culture Champions

Overview–

Occams Advisory Overview

Leadership

Owner/Founder

Anupam Satyasheel

Contact

Address

1962 Main Street, Suite 420, Sarasota, FL 34236

Social

The businesses featured on CO— are independent entities that provide information through self-created profiles. Inclusion does not constitute endorsement, approval, or certification by the U.S. Chamber of Commerce. The views, statements, and business practices of individual companies are solely those of the respective businesses and do not necessarily reflect the views or positions of the U.S. Chamber of Commerce.

Report a concern
  •  Occams Advisory 3
  •  Occams Advisory 2