Insights

Niche Market Focus Lionfish Advisors specializes in serving smaller middle-market companies with revenues between 5 and 50 million dollars, presenting an opportunity to tailor financial products and services that address the unique needs of this underserved segment.

Growth Potential With annual revenues ranging from 1 to 10 million dollars, Lionfish Advisors represents a promising client for mid-level technology and financial service providers seeking to expand their footprint within boutique investment banks.

Technology Infrastructure The company's use of cloud platforms like AWS and Google Cloud indicates openness to digital transformation solutions and cybersecurity services that can enhance operational efficiency and client data protection.

Strategic Expansion As a boutique firm competing with large investment banks, Lionfish Advisors may be interested in strategic partnerships and technology upgrades that can improve transaction execution and client engagement.

Industry Alignment Operating within the investment banking sector that historically serves larger players, Lionfish Advisors presents opportunities for niche financial products, consulting, or software tailored to smaller firms seeking high-level transactional support.

Lionfish Advisors Tech Stack

Lionfish Advisors uses 8 technology products and services including Amazon Web Services, Microsoft 365, Google Cloud, and more. Explore Lionfish Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Microsoft 365
    Email
  • Google Cloud
    Infrastructure As A Service
  • Amazon ALB
    Load Balancers
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Media & News

Lionfish Advisors's Email Address Formats

Lionfish Advisors uses at least 1 format(s):
Lionfish Advisors Email FormatsExamplePercentage
First@lionfishadvisors.comJohn@lionfishadvisors.com
50%
First@lionfishadvisors.comJohn@lionfishadvisors.com
50%

Frequently Asked Questions

Where is Lionfish Advisors's headquarters located?

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Lionfish Advisors's main headquarters is located at 3231 Ocean Park Blvd., Santa Monica, CA 90405, US. The company has employees across 1 continents, including North America.

What is Lionfish Advisors's phone number?

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

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Lionfish Advisors's official website is lionfishadvisors.com and has social profiles on LinkedIn.

What is Lionfish Advisors's NAICS code?

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Lionfish Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Lionfish Advisors have currently?

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As of October 2025, Lionfish Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Intern Analyst: A. M.: A. M.Director Real Estate And Capital Strategy: M. C.. Explore Lionfish Advisors's employee directory with LeadIQ.

What industry does Lionfish Advisors belong to?

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Lionfish Advisors operates in the Investment Banking industry.

What technology does Lionfish Advisors use?

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Lionfish Advisors's tech stack includes Amazon Web ServicesMicrosoft 365Google CloudAmazon ALBBootstrapX-Content-Type-OptionsNginxOpenResty.

What is Lionfish Advisors's email format?

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Lionfish Advisors's email format typically follows the pattern of First@lionfishadvisors.com. Find more Lionfish Advisors email formats with LeadIQ.

When was Lionfish Advisors founded?

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Lionfish Advisors was founded in 2005.

Lionfish Advisors

Investment BankingUnited States2-10 Employees

Lionfish Advisors is a boutique investment bank, expressly founded to serve privately-held, smaller middle-market companies. 

Lionfish Specializes in preparing entrepreneurs for Mergers, Acquisitions and Financings for companies with revenues between $5 and $50 million.

Lionfish helps its clients maximize liquidity by delivering a level of sophistication, professionalism and transactional expertise which typically has only been available to larger companies by middle-market investment banks.

Section iconCompany Overview

Headquarters
3231 Ocean Park Blvd., Santa Monica, CA 90405, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Lionfish Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Lionfish Advisors's revenue is estimated to be in the range of $1M$10M

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