Insights

Niche Market Focus Copperfield Advisory operates as a boutique firm with a specialized range of services in strategy, communications, public affairs, and marketing, appealing to clients seeking personalized and high-touch consulting, which suggests opportunities for targeted premium service offerings.

Recent Acquisition The company was acquired by Penta Group in March 2023, indicating potential cross-selling opportunities within the larger corporate structure and prospects for expanding service offerings to existing clients.

Growth Potential With annual revenues between 1 and 10 million dollars and a small team of 2-10 employees, Copperfield presents opportunities to introduce scalable solutions and advanced productivity tools to support growth and operational efficiency.

Technology Stack Utilizing a modern web technology stack including Google Hosted Libraries, Webpack, and Nginx, the company demonstrates an openness to digital innovation, opening doors for offering enhanced digital marketing or technology consulting services.

Market Positioning Operating within the competitive financial and advisory sector alongside larger firms like Moelis & Company and Rothschild & Co, Copperfield may benefit from targeted outreach to high-net-worth or institutional clients looking for bespoke advisory services.

Copperfield Advisory Tech Stack

Copperfield Advisory uses 8 technology products and services including Google Hosted Libraries, Webpack, jQuery, and more. Explore Copperfield Advisory's tech stack below.

Google Hosted Libraries

Content Delivery Network

Webpack

Development

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Adobe Fonts

Web Fonts

GoDaddy

Web Hosting

Nginx

Web Servers

OpenResty

Web Servers

Copperfield Advisory Email Formats	Example	Percentage
First@copperfield.nyc	John@copperfield.nyc	40%
FirstL@copperfield.nyc	JohnD@copperfield.nyc	10%
First@copperfield.nyc	John@copperfield.nyc	40%
FirstL@copperfield.nyc	JohnD@copperfield.nyc	10%

Copperfield Advisory Email Formats

Example

Percentage

First@copperfield.nyc

John@copperfield.nyc

40%

FirstL@copperfield.nyc

JohnD@copperfield.nyc

10%

First@copperfield.nyc

John@copperfield.nyc

40%

FirstL@copperfield.nyc

JohnD@copperfield.nyc

10%

Frequently Asked Questions

Where is Copperfield Advisory's headquarters located?

Copperfield Advisory's main headquarters is located at 155 E 44th St, Floor 18 New York, NY 10017, US. The company has employees across 2 continents, including North AmericaAfrica.

What is Copperfield Advisory's official website and social media links?

Copperfield Advisory's official website is copperfield.nyc and has social profiles on LinkedIn.

What is Copperfield Advisory's NAICS code?

Copperfield Advisory's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Copperfield Advisory have currently?

As of December 2025, Copperfield Advisory has approximately 4 employees across 2 continents, including North AmericaAfrica. Key team members include Founder, Managing Partner: A. W.Manager Of Finance And Operations: C. R.Engagement Manager: T. L.. Explore Copperfield Advisory's employee directory with LeadIQ.

What industry does Copperfield Advisory belong to?

Copperfield Advisory operates in the Business Consulting and Services industry.

What technology does Copperfield Advisory use?

Copperfield Advisory's tech stack includes Google Hosted LibrariesWebpackjQueryModernizrAdobe FontsGoDaddyNginxOpenResty.

What is Copperfield Advisory's email format?

Copperfield Advisory's email format typically follows the pattern of First@copperfield.nyc. Find more Copperfield Advisory email formats with LeadIQ.

When was Copperfield Advisory founded?

Copperfield Advisory was founded in 2017.

Copperfield Advisory

Q: What is Copperfield Advisory's official website and social media links?

Copperfield Advisory's official website is copperfield.nyc. Copperfield Advisory has social profiles on LinkedIn.

Q: How many employees does Copperfield Advisory have currently?

Copperfield Advisory has approximately 4 employees.

Q: What technology does Copperfield Advisory use?

Copperfield Advisory's tech stack includes Varnish, Adobe Fonts, Microsoft 365, Squarespace, jQuery.

Business Consulting and ServicesUnited States2-10 Employees

Copperfield is a boutique advisory firm that helps clients grow, improve their performance, or address problems through professional support on strategy, communications, public affairs and marketing. It was acquired by Penta Group in March 2023. 

We seek to help our clients understand and address the major forces at work in the economy and society, and to implement action plans to capitalize on the opportunities that these changes provide. 

We work alongside our clients as they look to the future, manage risks, and work to strengthen their standing with their most important constituents.

Insights

Similar companies to Copperfield Advisory

Moelis & Company

Rothschild & Co

Guggenheim Securities

PJT Partners

William Blair

Greenhill & Co.

Houlihan Lokey

Centerview Partners

Jefferies

Lazard

Evercore