We are Occasio Managed Services; redefining partnerships in financial services.
Occasio is an integrated currency solution built specifically for accountancy practices. In a market where partnerships are often limited to referrals, we offer a more meaningful model, based on integration, alignment, and long-term value.
Founded in 2023 and backed by over 25 years of foreign exchange expertise, we work with partners globally to deliver ethical, transparent FX and cross-border payment solutions. Our approach is designed to strengthen client relationships, enhance credibility, and create new, sustainable revenue streams for modern accountancy firms.

Ready to grow? Partner with Occasio and unlock new revenue opportunities.

Occasio

Org chart

Teams

Offices