Insights

Valuation Focus AdvantEdge Advisors positions itself around maximizing business value for owners and providing buyers with high-quality opportunities, signaling a price premium and deal velocity opportunity for advisors to engage in middle-market and owner-seller outreach.

Niche Market Small team size (2–10 employees) and tagline around business transitions indicate a potential need for scalable back-office support, process automation, and advisory services beyond deal sourcing, offering upsell opportunities in value creation and post-acquisition integration.

Tech Stack Utilizes common cloud and web technologies (Google Cloud, WordPress, Google Tag Manager) suggesting openness to technology-led engagement, analytics, and digital marketing services to improve lead generation and client experience.

Revenue Scope Reported revenue of roughly one to ten million implies mid-market transaction interests; potential clients may include small to mid-size business owners seeking exit strategies or buyers seeking diversified deal flow, ideal for targeted outreach and advisory packages.

Competitive Context Operating in a space with large professional services firms as comparables indicates opportunity to differentiate on integrity, confidentiality, personalized service, and value-focused selling to owners who prioritize trust and bespoke deal structures.

Similar companies to AdvantEdge Advisors

AdvantEdge Advisors Tech Stack

AdvantEdge Advisors uses 8 technology products and services including WordPress, MySQL, Microsoft 365, and more. Explore AdvantEdge Advisors's tech stack below.

  • Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Infrastructure As A Service
  • Underscore.js
    Javascript Libraries
  • Google Tag Manager
    Tag Management

AdvantEdge Advisors's Email Address Formats

AdvantEdge Advisors uses at least 3 email formats:
AdvantEdge Advisors Email FormatsExamplePercentage
First@advantedgeadvisors.comJohn@advantedgeadvisors.com
67%
First.Last@advantedgeadvisors.comJohn.Doe@advantedgeadvisors.com
16%
LastF@advantedgeadvisors.comDoeJ@advantedgeadvisors.com
17%

Frequently Asked Questions

What is AdvantEdge Advisors's phone number?

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You can contact AdvantEdge Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AdvantEdge Advisors's official website and social media links?

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AdvantEdge Advisors's official website is advantedgeadvisors.com and has social profiles on LinkedIn.

How much revenue does AdvantEdge Advisors generate?

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As of August 2026, AdvantEdge Advisors's annual revenue is estimated to be $1M - $10M.

What is AdvantEdge Advisors's SIC code and NAICS code?

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AdvantEdge Advisors's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does AdvantEdge Advisors have currently?

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As of August 2026, AdvantEdge Advisors has approximately 7 employees across 1 continents, including North America. Key team members include Managing Director / Merger And Acquisition Advisor: R. H. C., Managing Director: S. L. and Client Project Manager: T. M. P. Explore AdvantEdge Advisors's employee directory with LeadIQ.

What industry does AdvantEdge Advisors belong to?

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AdvantEdge Advisors operates in the Financial Services industry.

What technology does AdvantEdge Advisors use?

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AdvantEdge Advisors's tech stack includes WordPress, MySQL, Microsoft 365, Font Awesome, Twemoji, Google Cloud, Underscore.js and Google Tag Manager.

What is AdvantEdge Advisors's email format?

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AdvantEdge Advisors's email format typically follows the pattern of First@advantedgeadvisors.com. Find more AdvantEdge Advisors email formats with LeadIQ.
AdvantEdge Advisors logo

AdvantEdge Advisors

Financial ServicesMontana, United States2-10 Employees

AdvantEdge Advisors operates in the financial services sector, providing guidance to business owners seeking to maximize value during ownership transitions and offering buyers access to a curated set of high-quality acquisition opportunities. The firm emphasizes integrity, confidentiality, and professional service as core elements of its value proposition, aiming to deliver maximized outcomes through expertise and resources. Based in Missoula, Montana, the company appears to be a small practice, focused on personalized advisory support for owners contemplating sale or transfer of their businesses. Its target market includes business owners planning exits and potential buyers seeking viable acquisition opportunities within its network.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    AdvantEdge Advisors's revenue is estimated to be in the range of $1M - $10M

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