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VerifiedFinancial Services· Founded 2002

Ambroseadvisors

AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements. We have a concentrated focus on the utilization of an Employee Stock Ownership Plan ("ESOP") as an exit planning solution. Our practice includes full-service ESOP consulting and third-party administration ("TPA") services.

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HeadquartersRiverside, United StatesEmployees24(11 to 50)Annual revenue$1M to <$10MFounded year2002Websiteambroseadvisors.comLinkedIn profileLinkedIn

Verified contacts

26

available on Kipplo

LinkedIn employees

24

11 to 50 range

Open roles

—

no listings

Distinct roles

15

indexed titles

Tech stack

2

tools in use

Monthly traffic

87

organic / mo

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Decision-makers and verified team members

26 contacts with verified email or phone · masked until revealed.

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Top roles at Ambroseadvisors

15 distinct titles indexed · top 10 shown.

  • 3analyst
  • 3plan administrator
  • 3senior managing director
  • 2investment banking analyst
  • 2manager
  • 2managing director
  • 2vice president
  • 1director
  • 1esop associate plan administrator
  • 1esop plan administrator
  • +5more titles

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