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 foster significant transformation by encouraging a dialogue that goes both ways.

Step 02


We make a plan and schedule to give your team the best financial service industry experience for your project.

Step 03


Oyster ensures regular communication to oversee and strengthen the financial compliance management project objectives while accomplishing project tasks.

Step 04


Oyster offers financial services regulatory compliance support to meet 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