Insights

Acquisition Opportunity Code Advisors was acquired by The Raine Group in spring of twenty twenty-three, signaling ongoing consolidation in the tech-focused boutique advisory space. This creates channels to offer continued M&A and capital-raising services to Raine-backed portfolio companies and to pursue co-sell opportunities with Raine's merchant banking network.

Tech Focus Niche The firm specializes in M&A and capital raising for technology and media companies, positioning it to win deals in fintech, software, and telecommunications/media. Sales opportunities include cross-sell of advisory services to Raine's ecosystem and to emerging tech scale-ups seeking exits or financing.

Small Client Focus With a small team and modest revenue, the typical client is early-stage or small-cap, often seeking affordable advisory terms and fast execution. This suggests opportunities for value-based or modular deal advisory packages and ongoing advisory relationships with venture-backed firms.

Local Market Access Based in San Francisco, the firm benefits from proximity to a dense tech startup and venture capital ecosystem. Targeted outreach to Bay Area tech firms, accelerators, and Raine-affiliated portfolio companies could yield a steady deal pipeline for M&A and capital raises.

Tech Stack Signals The use of commonly adopted tech such as Microsoft 365, Ubuntu, Box, GoDaddy, and Apache indicates openness to modern IT infrastructure; opportunity to offer technology due diligence, cloud migration, security tooling, and data room solutions to support diligence and integration in deals, as well as services for portfolio company scaling.

Code Advisors Tech Stack

Code Advisors uses 6 technology products and services including Microsoft 365, Ubuntu, Box, and more. Explore Code Advisors's tech stack below.

  • Microsoft 365
    Email
  • Ubuntu
    Operating Systems
  • Box
    Team Collaboration
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Code Advisors's Email Address Formats

Code Advisors uses at least 1 format(s):
Code Advisors Email FormatsExamplePercentage
First@codeadvisors.comJohn@codeadvisors.com
43%
FLast@codeadvisors.comJDoe@codeadvisors.com
33%
FirstL@codeadvisors.comJohnD@codeadvisors.com
14%
Last@codeadvisors.comDoe@codeadvisors.com
10%

Frequently Asked Questions

Where is Code Advisors's headquarters located?

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Code Advisors's main headquarters is located at San Francisco, California United States. The company has employees across 2 continents, including North AmericaEurope.

What is Code Advisors's phone number?

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You can contact Code 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 Code Advisors's official website and social media links?

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Code Advisors's official website is codeadvisors.com and has social profiles on LinkedIn.

What is Code Advisors's NAICS code?

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Code Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Code Advisors have currently?

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As of April 2026, Code Advisors has approximately 12 employees across 2 continents, including North AmericaEurope. Key team members include Partner: D. J.Financial Operations & Chief Compliance Officer: R. S.Executive Assistant: K. M.. Explore Code Advisors's employee directory with LeadIQ.

What industry does Code Advisors belong to?

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Code Advisors operates in the Financial Services industry.

What technology does Code Advisors use?

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Code Advisors's tech stack includes Microsoft 365UbuntuBoxGoDaddyApache HTTP ServerApache.

What is Code Advisors's email format?

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Code Advisors's email format typically follows the pattern of First@codeadvisors.com. Find more Code Advisors email formats with LeadIQ.

When was Code Advisors founded?

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Code Advisors was founded in 2010.

Code Advisors

Financial ServicesCalifornia, United States11-50 Employees

Code Advisors is a boutique investment banking firm that provides financial advisory services. The firm offers mergers and acquisitions and capital raising advisory services. Code Advisors was founded in February 2010 by founding partners Quincy Smith, Michael Marquez and Fred Davis.

Section iconCompany Overview

Headquarters
San Francisco, California United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $1M

    Code Advisors's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Code Advisors's revenue is estimated to be in the range of $1M

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