Insights

Capital Raising Bridge What’s Next Advisors guides lower middle market and early-stage companies through funding runway, capital structure, and KPIs to attract strategic and financial partners, with all capital raising executed through Campfire Capital, a FINRA registered broker-dealer.

Boutique High Touch A lean team of 2 to 10 employees enables highly personalized, fast moving advisory that founders value for hands on fundraising strategy and KPI setup without the overhead of a large firm.

Regional Focus Based in New Canaan, Connecticut, the firm is well positioned to serve Northeast upper middle market and early-stage companies, with opportunities to collaborate with regional lenders, private equity groups, and strategic buyers seeking fundraising expertise.

Exclusive Channel All capital raising is channeled through Campfire Capital, creating a defined go to market and investor introductions pipeline that can be leveraged for co-marketing and joint client acquisition.

Growth Opportunity The firm’s mid range revenue profile suggests potential to expand service offerings such as KPI analytics, investor communications, and governance support to deepen client engagement and diversify revenue, including referrals through Campfire Capital.

What’s Next Advisors Tech Stack

Media & News

What’s Next Advisors's Email Address Formats

What’s Next Advisors uses at least 2 format(s):
What’s Next Advisors Email FormatsExamplePercentage
First.Last@roundtablefg.comJohn.Doe@roundtablefg.com
71%
Last@roundtablefg.comDoe@roundtablefg.com
29%

Frequently Asked Questions

Where is What’s Next Advisors's headquarters located?

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What’s Next Advisors's main headquarters is located at 23a Charter Oak Drive New Canaan, Connecticut 06840 United States. The company has employees across 1 continents, including North America.

What is What’s Next Advisors's phone number?

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You can contact What’s Next 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 What’s Next Advisors's official website and social media links?

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What’s Next Advisors's official website is whatsnextadvisors.net and has social profiles on LinkedIn.

What is What’s Next Advisors's NAICS code?

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What’s Next Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does What’s Next Advisors have currently?

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As of April 2026, What’s Next Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Partner And Chief Compliance Officer: M. H.Partner: R. L.. Explore What’s Next Advisors's employee directory with LeadIQ.

What industry does What’s Next Advisors belong to?

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What’s Next Advisors operates in the Financial Services industry.

What is What’s Next Advisors's email format?

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What’s Next Advisors's email format typically follows the pattern of First.Last@roundtablefg.com. Find more What’s Next Advisors email formats with LeadIQ.

When was What’s Next Advisors founded?

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What’s Next Advisors was founded in 2021.

What’s Next Advisors

Financial ServicesConnecticut, United States2-10 Employees

What’s Next Advisors is a financial services firm located at 23a Charter Oak Drive, New Canaan, Connecticut 06840, United States. The company provides financial advisory services to lower middle market and early-stage companies. It works with management to determine funding runway, capital structure, and key performance indicators to support growth and attract both strategic and financial partners. All capital raising activities are conducted through Campfire Capital, a FINRA-registered Broker-Dealer. The company employs between 2 and 10 people and reports annual revenue in the range of $1 million to $10 million.

Section iconCompany Overview

Headquarters
23a Charter Oak Drive New Canaan, Connecticut 06840 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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