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Who We Serve

Oculus has been a trusted partner helping clients in financial services, specifically retirement and wealth management firms. We have had the privilege of working with over 35 clients from the following types of businesses.

Asset Managers

Marquis and boutique


National and regional

Insurance Companies

Multi-line and specialty

Broker Dealers

Wire houses, regionals, independents, and hybrids

Clearing & Custodial Firms

Brokers and Advisors


Bundled and unbundled

Technology Firms Supporting Financial Services

Technology platforms, specialty technology, and SAS providers