Occams Advisory Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Occams Advisory's estimated annual revenue is currently $20.2M per year.(i)
  • Occams Advisory's estimated revenue per employee is $210,000

Employee Data

  • Occams Advisory has 96 Employees.(i)
  • Occams Advisory grew their employee count by 25% last year.

Occams Advisory's People

NameTitleEmail/Phone
1
Founder & CEOReveal Email/Phone
2
CEO - Personal FinanceReveal Email/Phone
3
Divisional CEOReveal Email/Phone
4
Chief Revenue Officer - Tax AdvisoryReveal Email/Phone
5
Chief Operating OfficerReveal Email/Phone
6
Head - PartnershipsReveal Email/Phone
7
Head Operational EfficiencyReveal Email/Phone
8
VP Human Capital ManagmentReveal Email/Phone
9
AVP Client ManagementReveal Email/Phone
10
VP- Tax AdvisoryReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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What Is Occams Advisory?

Running a business is challenging. Finding support for your business doesn’t have to be. Occams Advisory is the premier, full-service advisory firm for small business clients. We serve not only as a trusted advisor, but also as a key growth partner as we support our clients through the entire business lifecycle. We combine Fortune 500 expertise, our own entrepreneurial experience and a global, diverse perspective to deliver world class advisory services to small businesses. We help entrepreneurs make sense of all aspects of their business by providing clarity out of complexity through proven, customized and integrated solutions that drive long-term, sustainable growth. ABOUT THE NAME: Founded in 2012, Occams Advisory was founded to fulfill an unmet need – the need for small businesses to have access to an affordable, one-stop shop for strategic advisory and functional services. Through the founder’s own entrepreneurial experiences, as well as from client feedback, Occams Advisory was created from day one to serve the small business market by addressing the most pressing needs of entrepreneurs. Our firm’s name is inspired by the principle of Occams Razor, propounded by William of Occam (1288-1348 AD), an English Franciscan friar and scholastic philosopher. Occams Razor is a line of reasoning that says the simplest answer is often correct. Occams Advisory uses this spirit of problem-solving to provide simple solutions to complex problems, focusing on tangible results, measurable impact and continuous improvement.

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Total Funding

96

Number of Employees

$20.2M

Revenue (est)

25%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$25.9M96-12%N/A
#2
$11.5M96-17%N/A
#3
$14.4M9614%N/A
#4
$13.9M9622%$15.5M
#5
$31.7M967%N/A