About Occam Capital
Occam Capital is a Financial Services company based in Pittsford (United States) founded in 1999. It provides investment management and financial advice to individuals and organizations. It operates on a B2B and B2C model in Financial Services and Technology sectors. Its website occamcapital.com draws about 681 thousand monthly visits. Occam Capital offers products and services including Investment Management and Financial Analysis. Its focus areas include FinTech, Investment Tech, Advisory Services and Portfolio Management. Its legal entity is Occam Capital Management LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Occam Capital Management LLC is a registered investment adviser that delivers investment management services to individuals, non-profit organizations, and businesses. They employ a long-term value approach, focusing on domestic and international equities and investment-grade bonds. The firm conducts financial analysis using economic overviews and traditional methods, based in Pittsford, NY, with services tailored to client needs like tax situations and risk tolerance.
- Headquarters Pittsford, United States
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website occamcapital.com
- Legal Name Occam Capital Management Llc
Products & Services of Occam Capital
Occam Capital offers a comprehensive portfolio of products and services, including Investment Management and Financial Analysis.
Offers portfolio management for equities and bonds based on client needs.
Provides economic overviews and security selection for investment strategies.
Competitors of Occam Capital
Occam Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Occam Capital
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Web traffic of Occam Capital
The website of Occam Capital (occamcapital.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Occam Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Occam Capital
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- 40 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as Occam Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Occam Capital
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Frequently Asked Questions about Occam Capital
Occam Capital was founded in 1999.
Occam Capital is headquartered in Pittsford, United States. It is registered at Pittsford, New York, United States.
Occam Capital Management LLC is a registered investment adviser that delivers investment management services to individuals, non-profit organizations, and businesses. They employ a long-term value approach, focusing on domestic and international equities and investment-grade bonds. The firm conducts financial analysis using economic overviews and traditional methods, based in Pittsford, NY, with services tailored to client needs like tax situations and risk tolerance.
Occam Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Occam Capital offers Investment Management and Financial Analysis.
Occam Capital operates through Occam Capital Management Llc.
The website of Occam Capital receives about 681 thousand visits a month.