What is Compass Advisors's NAICS code?

Compass Advisors's NAICS code is 52311 (Investment Banking and Securities Dealing).

Insights

Scaleable M&A Boutique investment banking firm Compass Advisors operates with a lean team (11-50 employees) but targets growth capital, personal liquidity, and business sales for entrepreneurs, indicating demand for high-touch advisory services among mid-market clients.

Growth Capital Needs Focus on guiding entrepreneurs seeking growth capital suggests cross-sell opportunities with private equity and debt providers, as well as potential for portfolio company acquisitions or recapitalizations.

Technology Enablement Adoption of modern web and development tools (PWA, CloudFlare, Erlang stack) indicates a tech-forward posture that can be leveraged to market advisory services through digital channels and scalable client onboarding.

Competitive Benchmarking Operating in a landscape with global firms like McKinsey and Bain as comparables offers a positioning angle for value-based services, while highlighting opportunities to differentiate on boutique, agile execution and personalized engagement.

Revenue Growth Signals Reported revenue between one and ten million positions Compass Advisors in the mid-market segment, suggesting sales goals around expanding deal flow, cross-border transactions, and diversified industry coverage to hit higher annualized revenue targets.

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Compass Advisors Tech Stack

Compass Advisors uses 8 technology products and services including Microsoft 365, CloudFlareJS, jQuery, and more. Explore Compass Advisors's tech stack below.

Microsoft 365
Email
CloudFlareJS
Javascript Libraries
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
PWA
Miscellaneous
Erlang
Programming Languages
Cowboy
Web And Application Servers
LiteSpeed
Web Servers

Compass Advisors's Email Address Formats

Compass Advisors uses at least 4 email formats:

Compass Advisors Email Formats	Example	Percentage
First@compass-advisors.com	John@compass-advisors.com	86%
Last@compass-advisors.com	Doe@compass-advisors.com	4%
FLast@compass-advisors.com	JDoe@compass-advisors.com	5%
First.Last@compass-advisors.com	John.Doe@compass-advisors.com	5%

Frequently Asked Questions

What is Compass Advisors's phone number?

You can contact Compass Advisors's main corporate office by phone at

+1-406-282-****

. 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 Compass Advisors's official website and social media links?

Compass Advisors's official website is compass-advisors.com and has social profiles on LinkedIn.

How much revenue does Compass Advisors generate?

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

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

Compass Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Compass Advisors have currently?

As of August 2026, Compass Advisors has approximately 17 employees across 2 continents, including North America and South America. Key team members include Director Of Retirement Services: B. H., Financial Analyst: S. W. and Retired: J. B. Explore Compass Advisors's employee directory with LeadIQ.

What industry does Compass Advisors belong to?

Compass Advisors operates in the Investment Banking industry.

What technology does Compass Advisors use?

Compass Advisors's tech stack includes Microsoft 365, CloudFlareJS, jQuery, Modernizr, PWA, Erlang, Cowboy and LiteSpeed.

What is Compass Advisors's email format?

Compass Advisors's email format typically follows the pattern of First@compass-advisors.com. Find more Compass Advisors email formats with LeadIQ.

When was Compass Advisors founded?

Compass Advisors was founded in 1991.

Compass Advisors

Q: What is Compass Advisors's official website and social media links?

Compass Advisors's official website is compass-advisors.com. Compass Advisors has social profiles on LinkedIn.

Q: How many employees does Compass Advisors have currently?

Compass Advisors has approximately 17 employees.

Q: What technology does Compass Advisors use?

Compass Advisors's tech stack includes cdnjs, PHP, LiteSpeed, Erlang, X-Content-Type-Options.

Investment BankingMontana, United States11-50 Employees

Compass Advisors is a boutique investment banking firm that concentrates on mergers and acquisitions advisory. Based in Bozeman, Montana, it helps entrepreneurs navigate transactions that aim to provide personal liquidity, enable growth, or lead to a business sale. As a smaller, specialty practice, it emphasizes tailored guidance throughout the transaction process. 

In the investment banking landscape, the firm positions itself as a specialized option for entrepreneurs facing ownership transitions. Its client base consists of business owners seeking liquidity or a path to realize value when selling, as well as those aiming to secure resources to scale operations. The company operates from Bozeman, offering a local boutique alternative within the broader market.