When was Oyster Consulting founded?

Oyster Consulting was founded in 2008.

Where is Oyster Consulting located?

Oyster Consulting is headquartered in Glen Allen, United States.

How many employees does Oyster Consulting have?

As of Aug 31, 2026, the latest employee count at Oyster Consulting is 64.

Where does Oyster Consulting rank among its competitors?

Oyster Consulting ranks 253rd amongst 10876 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Oyster Consulting?

Oyster Consulting's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Oyster Consulting - 2026 Company Profile & Competitors

Oyster Consulting is an acquired company based in Glen Allen (United States), founded in 2008. It operates as a Provider of consulting, outsourcing, and compliance software for wealth management firms. The company has 10876 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Provider of consulting, outsourcing, and compliance software for wealth management firms. It offers consulting services in areas such as strategy, succession planning, and compliance operations. Outsourcing services include Chief Compliance Officer (CCO) and FINOP functions. The company also develops and provides compliance software, encompassing governance, risk, and compliance modules. This software streamlines compliance processes, integrates trade reporting, and facilitates policy management. The firm's consultants possess extensive experience in the wealth management industry.

Website: www.oysterllc.com/
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Key Metrics

Founded Year

2008

Location

Glen Allen, United States

Stage

Acquired

Ranked

253^rd among 10876 active competitors

Employee Count

64 as on Aug 31, 2026

Similar Companies

Fidelity Investments & 33690 more

Exit Details

Acquired by CRC (Jun 23, 2025)

View Oyster Consulting's full profile

Oyster Consulting got acquired by CRC on Jun 23, 2025.

Click here to take a look at Oyster Consulting's acquisition in detail

Oyster Consulting has not raised any funding rounds yet.

Oyster Consulting's employee count trend

Oyster Consulting has 64 employees as of Aug 26. Here is Oyster Consulting's employee count trend over the years:

Employee count trend for Oyster Consulting

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Top competitors of Oyster Consulting include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Oyster Consulting, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
253rd	Oyster Consulting 2008, Glen Allen (United States), Acquired	Provider of consulting, outsourcing, and compliance software for wealth management firms	-	-	46/100