About Us

Small and medium businesses (SMB’s) have a clear and unmet need for a reliable one-stop shop for business, financial & professional services.

Occams Advisory was founded in 2012 to meet this need as a one-stop firm that serves SMB’s worldwide. We provide expert services across three well-defined service-verticals: Business Services & Growth Incubation (BSGI), Capital Markets & Investment Banking (CMIB), Financial Technology & Payment Solutions (FTPS)