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

Occams Advisory has been named a Culture Champion. This category celebrates businesses that have cultivated a vibrant and rewarding company culture, drawing in and retaining dedicated employees who drive the company's success. Through hard work, dedication, and a shared commitment to goals, these businesses have created a thriving and profitable enterprise, with a spotlight on the power of unity and shared purpose that showcases the pivotal role of culture in fostering a motivated and successful workforce. The CO—100 is the annual list of the 100 best and brightest small and mid-sized businesses in America.

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