What departments does Compass Advisors have?

Compass Advisors has employees across 1 departments including Analytics.

What is the largest department at Compass Advisors?

The largest department at Compass Advisors is Analytics with 1 employees.

Where are Compass Advisors employees located globally?

Compass Advisors has employees across 2 continents and 3 countries including United States Of America, Mexico, Brazil.

How has Compass Advisors's team size changed over time?

Compass Advisors's team has remained stable from approximately 6 to 6 employees based on available data.

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Compass Advisors Employee Directory

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.

Compass Advisors Global Highlights

North America
29

United States Of America
27
Mexico
2

South America
1

Brazil
1

Compass Advisors's Leadership

B. H.
Director Of Retirement Services
Mobile Phone
Email
J. B.
Retired
Mobile Phone
Email
S. W.
Financial Analyst
Mobile Phone
Email

Compass Advisors Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Finance
Accounting
Administrative
Other

Contact profiles from Compass Advisors

Name

Title

Contact Info

Location

Last Update

B. H.
Director Of Retirement Services
Mobile Phone
Email
Jun 27, 2026
J. B.
Retired
Mobile Phone
Email
Jun 29, 2026
S. W.
Financial Analyst
Mobile Phone
Email
Aug 07, 2026

Frequently Asked Questions

What is Compass Advisors known for?

Compass Advisors was founded in 1991 operates in the Investment Banking industry; you can contact the main corporate office by phone at

+1-406-282-****

. Explore Compass Advisors's company overview page for more information.

What is Compass Advisors's most common email format?

Compass Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Advisors email formats with LeadIQ.

How many employees does Compass Advisors have currently?

Compass Advisors has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Compass Advisors's key employees and leadership?

As of July 2026, Compass Advisors's key employees include:

Director Of Retirement Services: B. H.
Retired: J. B.
Financial Analyst: S. W.

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Compass Advisors Employee Directory

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