About Oyster Consulting
Oyster Consulting is a Financial Services company based in Glen Allen (United States) founded in 2008, and was acquired by CRC in June 2025. Provider of consulting, outsourcing, and compliance software for wealth management firms. Its chief executive, as recorded, is Buddy Doyle. Oyster Consulting offers products and services including Oyster Solutions, Consulting Services, and Outsourcing Services. Its focus areas include Asset Management, Diversified and Services for Investment Industry. Its legal entity is Oyster Consulting LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Founded in 2008 and based in Glen Allen, United States, Oyster Consulting operates in the wealth management sector. Consulting services are offered in strategy, succession planning, and compliance operations. Outsourcing functions include Chief Compliance Officer and FINOP roles. Compliance software is developed, covering governance, risk, and compliance modules to support trade reporting and policy management. Consultants with wealth management experience are employed.
- Investors
- Acquired byCRC
(Jun 2025)
Products & Services of Oyster Consulting
Oyster Consulting offers a comprehensive portfolio of products and services, including Oyster Solutions, Consulting Services, and Outsourcing Services.
Platform for compliance monitoring and regulatory reporting in wealth management.
Expert advice on strategy, operations, and regulatory compliance for firms.
Outsourced CCO and FINOP services for financial institutions.
Apps and channels of Oyster Consulting
its YouTube channel Oyster Consulting has 70 subscribers and 30 videos.
Videos from Oyster Consulting
The most watched videos on Oyster Consulting's YouTube channel, Oyster Consulting (70 subscribers). Click a video to play it here.
More on Oyster Consulting.
Investors in Oyster Consulting
Oyster Consulting has secured backing from 1 investor. Prominent investors backing the company include Compliance Risk.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of investment advisory services | 2013 | compliance-risk.com | New York, United States |
Investor details for Oyster Consulting
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Oyster Consulting
32 people are tracked at Oyster Consulting (25 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Ed Wegener | Managing Director | Leadership |
John Ivan | Managing Director | Leadership |
Buddy Doyle | CEO | Leadership |
Molly Bryson | Managing Director, Business Development | Leadership |
Ralph Magee | Director | Leadership |
Brent Nicks | Director | Leadership |
Pete Bowman | Managing Director, Strategic Planning And Execution Services | Leadership |
Rob Hall | Founding Principal, CFO | Leadership |
Bill Davis | Director Oyster Consulting LLC | Leadership |
Jeffrey Gearhart | Managing Director | Leadership |
Bob Mooney | Senior Managing Director | Leadership |
Lisa Robinson | Managing Director | Leadership |
Bill Reilly | Director | Leadership |
Jay Donlin | Managing Director | Leadership |
Stephen F. Anderson Clu Chfc Cfp® | Director | Leadership |
Peter Sheehan | Managing Director, Business Development | Leadership |
Bryan Jacobsen | Director | Leadership |
Dean Pelos | Managing Director At Oyster Consulting | Leadership |
Sarah J. Sutton | Managing Director | Leadership |
Fred Wagstaff | Director | Leadership |
12 more people are available in the full profile.
Complete people profiles for Oyster Consulting
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Oyster Consulting
2 dated milestones of Oyster Consulting across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Oyster Consulting is founded.
- Exit Acquired by CRC.
Competitors of Oyster Consulting
Oyster Consulting 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 Oyster Consulting
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Oyster Consulting
The website of Oyster Consulting (oysterllc.com) receives about 7.2K visits a month.
- Monthly visits7.2K
▲ 35.2% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Oyster Consulting (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Oyster Consulting
Complete news archive for Oyster Consulting
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Oyster Consulting
Oyster Consulting was founded in 2008.
Oyster Consulting is headquartered in Glen Allen, United States. It is registered at Glen Allen, Virginia, United States.
Buddy Doyle is the CEO of Oyster Consulting, as recorded in our data.
Founded in 2008 and based in Glen Allen, United States, Oyster Consulting operates in the wealth management sector. Consulting services are offered in strategy, succession planning, and compliance operations. Outsourcing functions include Chief Compliance Officer and FINOP roles. Compliance software is developed, covering governance, risk, and compliance modules to support trade reporting and policy management. Consultants with wealth management experience are employed.
Oyster Consulting's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Oyster Consulting offers Oyster Solutions, Consulting Services, and Outsourcing Services.
Oyster Consulting has 1 investor. Key investors include Compliance Risk.
Oyster Consulting operates through Oyster Consulting Llc.
Yes. Oyster Consulting was acquired by CRC in June 2025.