Who We Are: Financial Consultants

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We are industry professionals – not career consultants.

Real-world Experience for Your Firm

We take immense pride in our exceptional team of industry experts who form the bedrock of our consultancy. Our financial services consulting professionals come to the table with a blend of unparalleled experience and a relentless commitment to delivering results.

Our consultants are former C-Suite executives and regulators with decades of experience in the wealth management industry. They’ve been at the helm of some of the largest and most complex firms. There, they’ve navigated the intricacies of compliance, operations, risk management, trade reporting, and clearing with finesse and precision. Their collective knowledge and wisdom in this dynamic and ever-evolving industry are truly unmatched.

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Tools, Wisdom and Guidance You Need

Get advice from experienced professionals with Oyster Consulting. You need reputable and practical advice when making strategic decisions. Our professionals have spent decades on the ground, gaining real-world perspective and honing their expertise.

Industry experience is essential to provide the insights that can help your firm reach its full potential. Unlike career consultants, we are industry professionals ourselves, ready to share our collective knowledge. Get the tools, wisdom, and guidance you need to make the best decisions for your business. Experience for yourself what sets us apart from the rest. Find a wealth management consultant for your firm.

Meet Our Consultants

Operations Specialists

Our team has the industry experience that you need to update your trade desk compliance and efficiencies. We optimize and support front-, middle- and back-office functions so you can focus on your clients and your goals.

Our operations team members have updated countless procedures and systems, uncovering savings for broker-dealers and registered investment advisors. Their industry knowledge and systems experience make our team the team that you want to have on your side when it matters.

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Strategic Consulting for Wealth Managers

Our strategy specialists leverage their knowledge of industry trends, benchmarks, and platforms to help you overcome your toughest challenges. Our consultants have run and collaborated on some of the largest mergers and acquisitions in the industry’s history.

Experience matters. We know what it takes to be successful and where the challenges are. Oyster will partner with you to define your goals and create a path to get there. Turn challenges into opportunities for long-term growth and savings.

Explore Our Advisory Services

Our Vision: A Different Type of Consulting Firm

At Oyster Consulting, our founders had a vision of a new way of being there for their clients. Our insights into business problems and solutions are based on decades of experience. Oyster’s leaders and consultants are former regulators, C-Suite Executives, managers and supervisors who know the industry. We use our collective knowledge and experience to give you the tools and advice you need to make the best decisions for the future.