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Home > Inc 5000 AI Prospecting Database > Embarc Advisors

AI Prospecting for Embarc Advisors

Embarc Advisors is a boutique financial advisory firm specializing in strategic financial planning and consulting services for businesses.
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Company data:

Company size:

N/A

Industry

Financial Services

Headquarters:

San Francisco, California, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Latest news about Embarc Advisors

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

Embarc Advisors has been named among the Top 50 Lower Middle Market Technology Investors & M&A Advisors for 2025 by Axial, recognizing their innovative approach and commitment to delivering superior client outcomes, particularly with their unique hourly rate fee model[2][3].

Embarc Advisors has been recognized for their insights on the 2025 M&A market, highlighting declining interest rates, stabilizing inflation, and a shifting regulatory environment as key factors that could foster increased deal-making activity in the year ahead[1].

Embarc Advisors has been announced as a Platinum Sponsor for the "Taste of TEL HI 2025" event, held by the TEL HI Neighborhood Center, as of April 7, 2025[4].

Open job positions at Embarc Advisors

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
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