Strategic partnership Odyssey Advisors recently integrated with ExchangiFi LLC to combine advisor intent scoring with ETF 351 exchange data, presenting a cross-selling opportunity to asset managers and ETF issuers seeking high-intent advisory channels.

Pension and retirement focus The firm specializes in Defined Benefit and Pension plans, cash balance structures, and OPEB ASC/GAAP considerations, suggesting sales potential with corporate sponsors, plan sponsors, and retirement program redesign initiatives.

Small firm agility With 2-10 employees and founder-led leadership, Odyssey offers nimble engagement for mid-market clients seeking tailored actuarial, 401(k), and health benefits consulting services, a fit for fast-moving HR and finance teams.

Tech-enabled delivery The tech stack includes SAS, Salesforce, Pardot, Google Cloud, and WordPress, indicating capacity to scale analytics, CRM-driven outreach, and secure communications as a value-add in client engagements.

Growth signals Revenue is in the multi-million range, and recent leadership addition in data analytics plus a publicized partnership signal momentum; target mid-market organizations undergoing retirement program optimization and executive compensation planning.