Insights

Boutique IR specialists Arbor Advisory Group is a small boutique firm focused on high-impact investor relations and corporate communications, indicating a potential fit for premium, personalized outreach and service offerings to mid-market or smaller-cap clients seeking sophisticated IR support.

Recent collaboration A notable recent partnership with Surf Air Mobility to create investor-focused videos suggests opportunities to offer expanded investor communications campaigns, video storytelling, and multimedia investor outreach services to promising clients undergoing active fundraising or investor relations refresh.

Technology stack The firm uses modern tools and platforms (Cloudflare, Google Cloud, Microsoft 365, iCIMS, jQuery, Bootstrap, Nginx), signaling openness to technology-enabled IR solutions, content automation, and secure digital distribution for client communications.

Revenue potential With annual revenue in the low millions and a lean team, Arbor may be seeking scalable, repeatable IR services, advisory add-ons, and client acquisition support that can be upsold to similar boutique or mid-sized corporate clients in need of focused investor relations.

Growth opportunities The firm’s positioning around Invested Relations and its experience with large, complex companies implies potential cross-sell to corporate issuers or SPACs in need of strategic IR messaging, crisis communications, and channel-optimized investor outreach as market activity evolves.

Similar companies to Arbor Advisory Group, LLC

Arbor Advisory Group, LLC Tech Stack

Arbor Advisory Group, LLC uses 8 technology products and services including HubSpot Analytics, iCIMS, WordPress, and more. Explore Arbor Advisory Group, LLC's tech stack below.

Arbor Advisory Group, LLC's Email Address Formats

Arbor Advisory Group, LLC uses at least 1 email format:
Arbor Advisory Group, LLC Email FormatsExamplePercentage
First.Last@arboradvisorygroup.comJohn.Doe@arboradvisorygroup.com
100%

Frequently Asked Questions

What is Arbor Advisory Group, LLC's official website and social media links?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC's official website is arboradvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Arbor Advisory Group, LLC generate?

Minus sign iconPlus sign icon
As of August 2026, Arbor Advisory Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Arbor Advisory Group, LLC's NAICS code?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Arbor Advisory Group, LLC have currently?

Minus sign iconPlus sign icon
As of August 2026, Arbor Advisory Group, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Independent Consultant / Senior Advisor: B. G. and Technology Advisor: J. N. Explore Arbor Advisory Group, LLC's employee directory with LeadIQ.

What industry does Arbor Advisory Group, LLC belong to?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC operates in the Business Consulting and Services industry.

What technology does Arbor Advisory Group, LLC use?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC's tech stack includes HubSpot Analytics, iCIMS, WordPress, Microsoft 365, Google Cloud, WP Engine, Piwik PRO Core and Nginx.

What is Arbor Advisory Group, LLC's email format?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC's email format typically follows the pattern of First.Last@arboradvisorygroup.com. Find more Arbor Advisory Group, LLC email formats with LeadIQ.

When was Arbor Advisory Group, LLC founded?

Minus sign iconPlus sign icon
Arbor Advisory Group, LLC was founded in 2013.
Arbor Advisory Group, LLC logo

Arbor Advisory Group, LLC

Business Consulting and ServicesConnecticut, United States2-10 Employees

Arbor Advisory Group, LLC is a boutique business consulting firm focused on investor relations and corporate communications. Its primary objective is to help clients achieve fair valuation of their securities by delivering the right message to the right audience at the right time. The team comprises seasoned investor relations executives who have held roles at some of the world’s largest and most complex companies, enabling close, collaborative work with clients.

Based in Westport, Connecticut, Arbor serves a small, specialized client base and provides services that extend beyond traditional investor relations. In July 2025, Arbor Advisory partnered with Surf Air Mobility to script, produce and implement investor-focused videos that deliver the company's message through a personalized channel.

Section iconCompany Overview

NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Arbor Advisory Group, LLC's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.