Insights

Market Niche Compass Advisors operates as a specialized boutique M&A advisory firm, serving entrepreneurs seeking growth capital, liquidity, or business sale transactions, indicating an opportunity to position related financial and advisory services.

Revenue Potential With annual revenues between 10 and 25 million dollars, the company demonstrates a strong financial position for boutique firms, suggesting potential upsell opportunities for advanced financial technology or strategic partnership solutions.

Tech Stack Insights Utilizing a mix of popular web technologies and analytics tools, Compass Advisors shows openness to digital solutions, presenting an opening for technology providers specializing in secure, efficient client engagement and data management solutions.

Growth Opportunities Given its location in Bozeman, Montana, and its size, the company may benefit from localized business development services or regional expansion strategies to attract more clients in the growing Western US markets.

Competitive Positioning Compared to much larger consulting firms, the company's boutique approach positions it well for personalized services, which could be leveraged in sales pitches emphasizing customized financial advisory and niche expertise.

Compass Advisors Tech Stack

Compass Advisors uses 8 technology products and services including Webpack, Microsoft 365, Google Fonts API, and more. Explore Compass Advisors's tech stack below.

  • Webpack
    Development
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Choices
    Javascript Libraries
  • Google Maps
    Maps
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • LiteSpeed
    Web Servers

Media & News

Compass Advisors's Email Address Formats

Compass Advisors uses at least 1 format(s):
Compass Advisors Email FormatsExamplePercentage
First@compass-advisors.comJohn@compass-advisors.com
86%
Last@compass-advisors.comDoe@compass-advisors.com
4%
FLast@compass-advisors.comJDoe@compass-advisors.com
5%
First.Last@compass-advisors.comJohn.Doe@compass-advisors.com
5%

Frequently Asked Questions

Where is Compass Advisors's headquarters located?

Minus sign iconPlus sign icon
Compass Advisors's main headquarters is located at 1610 Ellis St, Suite 3B Bozeman, Montana 59715, US. The company has employees across 2 continents, including North AmericaSouth America.

What is Compass Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Compass 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 Compass Advisors's official website and social media links?

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

How much revenue does Compass Advisors generate?

Minus sign iconPlus sign icon
As of October 2025, Compass Advisors's annual revenue is estimated to be $1.4M.

What is Compass Advisors's NAICS code?

Minus sign iconPlus sign icon
Compass Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Compass Advisors have currently?

Minus sign iconPlus sign icon
As of October 2025, Compass Advisors has approximately 15 employees across 2 continents, including North AmericaSouth America. Key team members include Managing Partner: M. C.Director, Partner: C. G.Principal Owner: J. H.. Explore Compass Advisors's employee directory with LeadIQ.

What industry does Compass Advisors belong to?

Minus sign iconPlus sign icon
Compass Advisors operates in the Investment Banking industry.

What technology does Compass Advisors use?

Minus sign iconPlus sign icon
Compass Advisors's tech stack includes WebpackMicrosoft 365Google Fonts APIChoicesGoogle MapsHTTP/3Google AnalyticsLiteSpeed.

What is Compass Advisors's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Compass Advisors was founded in 1991.

Compass Advisors

Investment BankingUnited States11-50 Employees

Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.

Section iconCompany Overview

Headquarters
1610 Ellis St, Suite 3B Bozeman, Montana 59715, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Compass Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Compass Advisors's revenue is estimated to be in the range of $10M$25M

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.