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Code Advisors
AddedFeb 15, 2024
UpdatedJun 28, 2026
Code Advisors

Code Advisors

Acquired

Code Advisors: A boutique investment banking firm offering M&A and capital raising services since 2010.

Location
San Francisco, CA, US
Founded
2010
Firm
Compare
Portfolio
Employees

Code Advisors is a boutique investment banking firm that provides financial advisory services. The firm offers mergers and acquisitions and capital raising advisory services.

Code Advisors was founded in February 2010 by founding partners Quincy Smith, Michael Marquez and Fred Davis.

Code Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Seed1 (50.0%)
Series A1 (50.0%)

Stage Mix

Seed 50%Series A 50%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Medium logo

Medium

Splice logo

Splice

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Code Advisors - Classification

Also Known As
  • Code Advisors Llc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 16 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 522000Credit Intermediation and Related Activities
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 522100Depository Credit Intermediation
  • 523900Other Financial Investment Activities
  • 522110Commercial Banking
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6020Commercial Banks
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end