Growth in today’s industry comes from strategy, adaptation and transformation.

Knowing who you are and where you’re going are just the beginning.

We have the vision and experience to work with your firm from start to finish.

From seeing where you are all the way through to succession planning, mergers and acquisitions, we have the diversity and depth of industry experience to help you move forward.

Oyster can help you find opportunities for improved value by reviewing your existing clearing vendor contract or by helping you find the vendor that suits your future operating model. Use our experience to reach your full potential.

Our Process

Step 01


We listen to your goals and priorities. We create transformative change by inviting a two-way discussion.

Step 02


We customize your project by creating a scope and timeline to deliver the best experience for your team.

Step 03


Oyster maintains consistent communication to monitor and reinforce project goals while completing project deliverables.

Step 04


Whether your need is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations.

I know the quality of their work and the integrity that is behind everything that they do.

CEO Regional Broker-Dealer