Insights

Niche Market Focus Dentist Advisors specializes exclusively in financial planning for dental professionals, providing tailored services that address industry-specific financial challenges. This niche focus offers opportunities to cross-sell specialized financial products like practice financing, real estate loans, or specialized retirement plans to their clients.

Data-Driven Approach Utilizing their proprietary Elements™ system, Dentist Advisors demonstrates a scientific and precise methodology in financial decision-making. Partnering with advanced financial technology providers or offering complementary analytics tools could strengthen their value proposition and expand service offerings.

Recent Strategic Partnership The collaboration with Torch Dental to focus on supplies indicates a willingness to engage in strategic partnerships and expand service relevance. There is potential to explore additional collaborations in supply chain management, practice optimization, or industry-specific educational events for mutual growth.

Growing Revenue Range With revenues estimated between $25M and $50M, there is significant growth potential for financial products and services targeting mid-sized specialized wealth management firms. Opportunities exist to introduce new investment solutions, financial technology tools, or alternative funding options tailored for similar firms.

Market Position and Competition Competing with larger firms like RevenueWell and Planet DDS suggests opportunities to differentiate through personalized service, advanced analytics, or industry-specific consulting. Developing innovative offerings that leverage their niche expertise could enhance competitiveness and attract additional dentist clients.

Dentist Advisors Tech Stack

Dentist Advisors uses 8 technology products and services including Google Hosted Libraries, Underscore.js, Google Maps, and more. Explore Dentist Advisors's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Underscore.js
    Javascript Libraries
  • Google Maps
    Maps
  • WPBakery
    Page Builders
  • Cloudflare Bot Management
    Security
  • Animate.css
    UI Frameworks
  • YouTube
    Video Players
  • Magnific Popup
    Web Tools And Plugins

Dentist Advisors's Email Address Formats

Dentist Advisors uses at least 1 format(s):
Dentist Advisors Email FormatsExamplePercentage
First.Last@dentistadvisors.comJohn.Doe@dentistadvisors.com
36%
First@dentistadvisors.comJohn@dentistadvisors.com
26%
Last@dentistadvisors.comDoe@dentistadvisors.com
2%
First.Last@dentistadvisors.comJohn.Doe@dentistadvisors.com
36%

Frequently Asked Questions

What is Dentist Advisors's phone number?

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

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Dentist Advisors's official website is dentistadvisors.com and has social profiles on LinkedIn.

What is Dentist Advisors's SIC code NAICS code?

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Dentist Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Dentist Advisors have currently?

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As of December 2025, Dentist Advisors has approximately 35 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: M. M.Managing Partner: J. C.Lead Qualification Representative: C. M.. Explore Dentist Advisors's employee directory with LeadIQ.

What industry does Dentist Advisors belong to?

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Dentist Advisors operates in the Financial Services industry.

What technology does Dentist Advisors use?

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Dentist Advisors's tech stack includes Google Hosted LibrariesUnderscore.jsGoogle MapsWPBakeryCloudflare Bot ManagementAnimate.cssYouTubeMagnific Popup.

What is Dentist Advisors's email format?

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Dentist Advisors's email format typically follows the pattern of First.Last@dentistadvisors.com. Find more Dentist Advisors email formats with LeadIQ.

When was Dentist Advisors founded?

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Dentist Advisors was founded in 2007.

Dentist Advisors

Financial ServicesUtah, United States11-50 Employees

Dentist Advisors is a full-service wealth management firm that specializes in financial planning for dentists, orthodontists and oral surgeons.  We understand the issues they face, like dealing with real estate and practice financing, student loans, overhead and saving for retirement.  With this expertise, we’ve built a financial roadmap that addresses their most pressing concerns and prepares them for a successful retirement.  

We use a data-driven decision making process called Elements™ that is scientific, not subjective.  Elements™ consists of 14 key indicators that help our advisors compare dentists in similar circumstances, making our advice more accurate and precise. 

We take care of dentist's finances so they can focus on growing collections, improving profitability and enhancing their team.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Dentist Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Dentist Advisors's revenue is estimated to be in the range of $25M$50M

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