Insights

Niche Market Focus Ascendant Advisory Group specializes in providing tailored exit strategies and legacy planning for small to mid-sized business owners, presenting an opportunity to offer specialized legal, financial, or strategic consulting services aligned with exit planning and business continuity.

Growth Potential With revenue estimates between zero and one million dollars and a small team, there is significant potential for expansion and scale, allowing for the introduction of additional advisory services or technology solutions that support growth and operational efficiency.

Technology Stack The company's utilization of modern web tools and SEO strategies indicates a focus on digital engagement and lead generation, suggesting opportunities to offer advanced digital marketing, customer relationship management, or analytics solutions to enhance outreach efforts.

Strategic Partnerships Ascendant Advisory's emphasis on assembling a team of world-class advisors and partners indicates openness to collaborations; this creates potential for connecting with complementary service providers such as valuation firms, legal experts, or succession planning specialists.

Industry Alignment Positioned within the competitive landscape alongside large consulting firms, Ascendant aims to serve a niche that may be underserved by Big Four and global advisors, presenting an opportunity to introduce boutique consulting solutions or customized software that meet the unique needs of smaller businesses.

Ascendant Advisory Group, LLC Tech Stack

Ascendant Advisory Group, LLC uses 8 technology products and services including Fusion Ads, Google Fonts API, Font Awesome, and more. Explore Ascendant Advisory Group, LLC's tech stack below.

  • Fusion Ads
    Advertising
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • All in One SEO
    Search Engines
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

Ascendant Advisory Group, LLC's Email Address Formats

Ascendant Advisory Group, LLC uses at least 1 format(s):
Ascendant Advisory Group, LLC Email FormatsExamplePercentage
First@ascendantadvisory.comJohn@ascendantadvisory.com
50%
First@ascendantadvisory.comJohn@ascendantadvisory.com
50%

Frequently Asked Questions

Where is Ascendant Advisory Group, LLC's headquarters located?

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Ascendant Advisory Group, LLC's main headquarters is located at 317 Central Avenue Whitefish, Montana 59937 United States. The company has employees across 1 continents, including North America.

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

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Ascendant Advisory Group, LLC's official website is ascendantadvisory.com and has social profiles on LinkedIn.

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

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Ascendant Advisory Group, LLC's NAICS code is 52311 - Investment Banking and Securities Dealing.

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

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As of March 2026, Ascendant Advisory Group, LLC has approximately 3 employees across 1 continents, including North America. Key team members include Principle Director Of Mergers And Acquisitions: T. B.. Explore Ascendant Advisory Group, LLC's employee directory with LeadIQ.

What industry does Ascendant Advisory Group, LLC belong to?

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Ascendant Advisory Group, LLC operates in the Investment Banking industry.

What technology does Ascendant Advisory Group, LLC use?

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Ascendant Advisory Group, LLC's tech stack includes Fusion AdsGoogle Fonts APIFont AwesomeModernizrPHPAll in One SEOX-Content-Type-OptionsNginx.

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

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Ascendant Advisory Group, LLC's email format typically follows the pattern of First@ascendantadvisory.com. Find more Ascendant Advisory Group, LLC email formats with LeadIQ.

When was Ascendant Advisory Group, LLC founded?

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Ascendant Advisory Group, LLC was founded in 2014.

Ascendant Advisory Group, LLC

Investment BankingMontana, United States2-10 Employees

Ascendant Advisory Group is an expert team of advisors who help business owners improve their business and sell it when the time is right. Our elite executives can provide the support needed to optimize your results throughout the life of your company and across multiple industries.

Our mission is to ensure that legacies remain strong and our clients get as much value as possible at every step of their journey. We believe that by putting together a team of world-class advisors, along with strategic partners who are best of breed professionals and taking a longer term approach to exit strategy, we can truly help business owners exit on their terms. Our success hinges on only working with those who put the client first - our clients don't get an advisor, they get a team. By working with business owners years out, we can determine what their vision for the company is, what outcomes are most important to them, and help shape the company to ensure that their legacy endures.  Our approach focuses on the best possible outcomes for all stakeholders, every time.

Section iconCompany Overview

Headquarters
317 Central Avenue Whitefish, Montana 59937 United States
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

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

Section iconFunding & Financials

  • $1M

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

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