Occams Advisory Email Formats

Business Consulting and Services • Sarasota, Florida, United States • 51-100 Employees

Occams Advisory Email Formats

Occams Advisory uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@occamsadvisory.com), used 64.2% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@occamsadvisory.com	64.2%
{first initial}.{last name}	j.doe@occamsadvisory.com	34.3%
{2char}	{2char}@occamsadvisory.com	1.5%

Key Contact at Occams Advisory

David King

CEO - Personal Finance

Mobile @occamsadvisory.com

Company overview

Headquarters	1962 Main Street, 420, Sarasota, Florida 34236, US
Phone number	+14108004445
Website	occamsadvisory.com
NAICS	5416
SIC	621
Keywords	Financial Advisory, Corporate Services, Technology & Innovation, Human Capital Advisory, Risk & Regulatory Serives
Founded	2012
Employees	51-100
Socials

About 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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Occams Advisory has 50 employees across 9 departments.

Departments

Number of employees

Funding Data

Occams Advisory has never raised funding before.

Occams Advisory Tech Stack

Discover the technologies and tools that power Occams Advisory's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Slick

JavaScript libraries

iubenda

Cookie compliance

Swiper

JavaScript libraries

Hotjar

Analytics

Animate.css

UI frameworks

Zendesk

Documentation

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

Calendly

Appointment scheduling

Frequently asked questions

Occams Advisory is located in Sarasota, Florida, US.

You can reach Occams Advisory at +14108004445.

Occams Advisory was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Occams Advisory has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Occams Advisory

David King

CEO - Personal Finance

Mobile @occamsadvisory.com

4.8

40,000 users