Consulting, Software and Outsourcing

Consulting, Software and Outsourcing

  • Description
  • Advantage
  • Benefits
We create simplicity in a complex environment.

Oyster Consulting has the experience and expertise to be a valuable resource for you. We serve a range of wealth management and capital markets clients, from independent and dually-registered RIAs to those contemplating the process. We listen to your needs and design solutions to help you through all phases of your business, from starting your firm to succession planning.

Start Your Firm


Transition Services

Compliance Program Implementation


Grow Your Business

Platform Intelligence

Financial Planning Support ​​

Acquisition & Recruiting Strategy


Reduce Risk

Risk Assessment​

Compliance Consulting and Outsourcing

Oyster Solutions Software



  •  Experienced, licensed professionals, all under one roof
  • Customized, end-to-end solutions
  • Outsourced Compliance roles and software to save you time and reduce risk