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"TurtleBay Advisory Services advisors have an incredible understanding of how operations and technology can support and enhance business transformations efforts. The team is skilled at both strategy and implementation."

Our Partners

By partnering with leading research and analytics and technology firms, TurtleBay Advisory Services is able to provide financial services organizations with a full range of services to turn business objectives into operational reality.

BCI Systems

BCI Systems provides a full range of operational consulting, risk management and compliance, project management, and custom application development to financial services firms. BCI Systems’ The Manager is an end-to-end technology solution that supports business process management, governance, and risk and compliance.


Darktrace is a world-leading cyber-threat defense company. Its multi-award-winning Enterprise Immune System technology automatically detects and responds to emerging threats, powered by machine learning and mathematics developed by specialists from the University of Cambridge. Without using rules or signatures, Darktrace models the ‘pattern of life’ of every device, user and network within an organization, identifying and mitigating cyber-threats before damage is done. Darktrace’s self-learning technology has been deployed globally and across all sectors, including energy, retail, telecommunications, manufacturing, financial services and healthcare. The company is headquartered in San Francisco and Cambridge, UK, with over 20 global offices including London, New York, Milan, Mumbai, Paris, Singapore, Sydney, Tokyo and Toronto.

Down Payment Resource

Down Payment Resource (DPR) creates opportunity for homebuyers, REALTORS® and lenders by uncovering programs that get people into homes. The company tracks more than 2,400 homebuyer programs through its housing finance agency partners. DPR has been recognized by Inman News as “Most Innovative New Technology” and the HousingWire Tech100™. DPR is licensed to Multiple Listing Services, Realtor Associations, lenders and housing counselors across the country. For more information, please visit www.DownPaymentResource.com and on Twitter at @DwnPmtResource.


Evizone is a privately-held global company with offices in Europe and North America. Evizone’s headquarters are in Montreal, Canada. Founded in 2009 , Evizone was started to address issues related to secure messaging, regulatory compliance and communications governance; particularly the many problems caused by using e mail, texting, chat, instant messaging and similar means to communicate.


Flashpoint delivers Business Risk Intelligence to empower business units and functions across organizations with a decision advantage over potential threats and adversaries. The company’s sophisticated technology and human-powered analysis enable enterprises and public sector organizations globally to bolster cybersecurity, confront fraud, detect insider threats, enhance physical security, assess M&A opportunities, and address vendor risk and supply chain integrity.

FSO Knowledge Xchange

FSO Knowledge Xchange (FSOkx) is a global research and information hub that provides senior executives in the banking, insurance, and capital markets industries with knowledge that supports their strategic decision-making. In addition to independent research, FSOkx produces client-driven research and analytics, executive Q&As, webinars, forums, and networking events.


Oracle- With more than 420,000 customers and deployments in more than 145 countries, Oracle offers a comprehensive and fully integrated stack of cloud applications, platform services, and engineered systems.
TurtleBay Advisory Services, LLC (TBAS) has achieved Gold Partner status in the Oracle PartnerNetwork (OPN).


Reg-Track is the compliance and finance professionals answer to keeping current and staying informed on these changes. With Reg-Track we can ensure that you are ready, keeping pace and planning ahead of regulatory change.Reg-Track simple to use web interface enables you to quickly and easily locate rules and regulations at a click. Save time, find the rules you want by keyword, or multiple filters including regulator, country, region, date-range, and by type of legal entity, financial product or firm function.

U.S. Government’s General Services Administration

TBAS is proud to be an approved contractor for the U.S. Government’s General Services Administration (GSA). Through GSA TurtleBay will be able to assist government agencies modernize, create more controlled operational environments, and optimize performance.

Software AG

Software AG (Frankfurt TecDAX: SOW) helps companies with their digital transformation. With Software AG’s Digital Business Platform, companies can better interact with their customers and bring them on new ‘digital’ journeys, promote unique value propositions, and create new business opportunities. In the Internet of Things (IoT) market, Software AG enables enterprises to integrate, connect and manage IoT components as well as analyze data and predict future events based on Artificial Intelligence (AI). The Digital Business Platform is built on decades of uncompromising software development, IT experience and technological leadership. Software AG has more than 4,500 employees, is active in 70 countries and had revenues of €879 million in 2017.