Occams Advisory

Global Reach | Tailored Solutions | Growth Partners | Purpose-Driven Impact Founded in 2012, Occams Advisory Inc. is a global professional and business advisory firm headquartered in Sarasota, FL, with offices in Toronto, Long Beach, Mumbai, Delhi, and Dehradun. We empower clients across 120+ countries with innovative, customized, and impactful solutions. Inspired by Occam’s Razor, where simplicity drives effective problem-solving, we specialize in transforming complexity into clarity across three core verticals: - BSGI – Business Services & Growth Incubation - CMIB – Capital Markets & Investment Banking - FTPS – Financial Technology & Payment Solutions Our team blends Fortune 500 insights with entrepreneurial agility to deliver strategic planning, tax advisory, fintech, operational efficiency, and capital advisory solutions. Awards & Recognition - Financial Times: Americas’ Fastest-Growing Companies – 5 -times honoree 2025: #159 - Fortune’s Most Innovative Companies (2023) – #25 in Process Innovation #61 in Innovation Culture - INC Best Workplaces (2025) - INC. 5000 List – 8-times honoree for rapid growth 2024: #39 - INC Regionals (2025) - INC Power Partner (2024) - SB100 Top 100 (2023) – The Best of Small Business Awards - Gold Stevie Award (2025) – Customer Service Excellence - Bronze Stevie Award (2025) – Company of the Year: Financial Services - Best Workplace Award (2023) – The Best of Small Business Awards Social Impact- We contribute 1–2% of our top-line revenue annually to global causes. Our education and aid programs have supported 45,000+ lives across North America, Africa, and South Asia—driving sustainability, inclusion, and well-being.