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Ambrose Advisors Logo
Ambrose Advisors Growth Score
83
CB Rank
490573
Heat Score
56
A middle-market investment bank and financial advisory firm .
Founded
obfuscation
Private Newport Beach, California, United States11-50 ambroseadvisors.com
Financial Services
Overview

Ambrose Advisors
Growth Score
83
Heat Score
56

Growth Score83
-4 pts
in past quarter
Heat Score 56
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Ambrose Advisors

CB Rank
490573
A middle-market investment bank and financial advisory firm .
Founded
obfuscation
Private Newport Beach, California, United States11-50 ambroseadvisors.com
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Michael Harden, Michael R. Holzman
About the Company
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.
Phone Number (949) 602-5978
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

ESOP Transactions
Advisory and execution services for selling a business to an Employee Stock Ownership Plan (ESOP) as a tax-advantaged exit strategy.
Sell-Side M&A Transactions
Services to find buyers and manage the sale of a business through mergers and acquisitions, including deal structuring and negotiation.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 21

Employee Profiles

News

News and Press

News•Feb 5, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

338
102.4%
 in past month

Interest Signals

TopicSurge Score
Pillar Two Compliance Logo
Pillar Two Compliance
100
Redis Logo
Redis
99
Redis Enterprise Logo
Redis Enterprise
99

Active Website Tech Count

7Ambrose Advisors is actively using 7 technologies for its website, according to BuiltWith. These include Common Crawl, DNSSEC, and  Euro.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
AmbroseAdvisors - ESOP TPA Services Logo
AmbroseAdvisors - ESOP TPA ServicesSubsidiary
Frequently Asked Questions

Where is Ambrose Advisors's headquarters? Ambrose Advisors is located in Newport Beach, California, United States.Who are Ambrose Advisors's competitors? Alternatives and possible competitors to Ambrose Advisors may include Baker Tilly, Chartwell Financial Advisory, Inc., and  Plante Moran.
Who We Are
What We Do
Helpful Links
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