Insights

Health care focus Boutique advisory firm with a stated mission to accelerate innovation in health care and strengthen ties between Wall Street and the Health Care Corporate World, indicating strong potential for health care clients seeking strategic advisory and investor relations support.

Familiar talent Team comprises former equity research analysts and buy-side/sell-side associates, suggesting credible financial analysis capabilities that can appeal to health care companies requiring rigorous valuation, market insights, and strategic guidance.

Boutique scale Small firm size (2-10 employees) implies high-touch, customizable services and potential for premium advisory fees with opportunities to upsell targeted packages to mid- to large-cap health care players seeking devoted attention.

Growth opportunities Revenue reported in a low-mid single to low double-digit million range signals room for expansion through expanded service lines such as investor relations, strategic advisory, and cross-border capital markets guidance within health care.

Tech enabled Mention of a modern tech stack including Open Graph, JSON-LD, and Office 365 indicates readiness to leverage digital marketing, data-driven outreach, and efficient client collaboration to scale business development efforts.

Bertner Advisors, LLC Tech Stack

Bertner Advisors, LLC uses 8 technology products and services including Open Graph, Webpack, JSON-LD, and more. Explore Bertner Advisors, LLC's tech stack below.

  • Open Graph
    Content Management System
  • Webpack
    Development
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • Office 365
    Office Suites
  • Greenhouse
    Recruitment Marketing
  • Adobe Fonts
    Web Fonts
  • Sitelinks Search Box
    Web Tools And Plugins

Bertner Advisors, LLC's Email Address Formats

Bertner Advisors, LLC uses at least 1 format(s):
Bertner Advisors, LLC Email FormatsExamplePercentage
First.Last@bertneradvisors.comJohn.Doe@bertneradvisors.com
86%
Fir.Last@bertneradvisors.comJoh.Doe@bertneradvisors.com
14%

Frequently Asked Questions

What is Bertner Advisors, LLC's official website and social media links?

Minus sign iconPlus sign icon
Bertner Advisors, LLC's official website is bertneradvisors.com and has social profiles on LinkedIn.

How much revenue does Bertner Advisors, LLC generate?

Minus sign iconPlus sign icon
As of July 2026, Bertner Advisors, LLC's annual revenue is estimated to be $1M - $10M.

What is Bertner Advisors, LLC's NAICS code?

Minus sign iconPlus sign icon
Bertner Advisors, LLC's NAICS code is 523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities.

How many employees does Bertner Advisors, LLC have currently?

Minus sign iconPlus sign icon
As of July 2026, Bertner Advisors, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Senior Advisor: K. C.Executive Assistant: C. M. -. A.. Explore Bertner Advisors, LLC's employee directory with LeadIQ.

What industry does Bertner Advisors, LLC belong to?

Minus sign iconPlus sign icon
Bertner Advisors, LLC operates in the Capital Markets industry.

What technology does Bertner Advisors, LLC use?

Minus sign iconPlus sign icon
Bertner Advisors, LLC's tech stack includes Open GraphWebpackJSON-LDChoicesOffice 365GreenhouseAdobe FontsSitelinks Search Box.

What is Bertner Advisors, LLC's email format?

Minus sign iconPlus sign icon
Bertner Advisors, LLC's email format typically follows the pattern of First.Last@bertneradvisors.com. Find more Bertner Advisors, LLC email formats with LeadIQ.

When was Bertner Advisors, LLC founded?

Minus sign iconPlus sign icon
Bertner Advisors, LLC was founded in 2013.
Bertner Advisors, LLC logo

Bertner Advisors, LLC

Capital MarketsColorado, United States2-10 Employees

Bertner Advisors, LLC operates as a boutique advisory firm within the capital markets landscape, based near the United States Air Force Academy in Colorado. It is composed of former equity research analysts and associates from both the sell-side and buy-side. The firm concentrates on the health care sector, seeking to improve collaboration between Wall Street and health care companies to support innovation in the field. Its client roster includes health care companies and senior executives known and respected within the industry. Its services focus on advising and coaching executive and financial leadership, using rigorous analysis to inform strategic decisions. As a small, specialist firm, Bertner Advisors adopts a boutique approach and aims to extend its influence in health care over time.

Section iconCompany Overview

NAICS Code
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

Section iconFunding & Financials

  • $1M - $10M

    Bertner Advisors, 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.