Company Information

Get to know OCCAM Alliance

OCCAM Alliance AG is an independent financial advisory firm headquartered in Zurich, Switzerland. Founded by experienced partners, the company provides expert, unbiased advice to entrepreneurs, corporations, and investors. Its core services revolve around mergers and acquisitions (M&A), capital raising (both debt and equity), and strategic corporate finance advisory. The firm focuses on the mid-market segment and prides itself on a partner-led approach, ensuring clients receive senior-level attention throughout their engagement.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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OCCAM Alliance

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.