Insights

Niche Market Focus Avalon Securities specializes in providing high-touch investment banking and financial advisory services to mid-sized companies with enterprise values ranging from fifty million to several billion dollars, presenting opportunities to tailor specialized financial solutions for similar firms seeking strategic growth or exit strategies.

International Clientele The company's engagement with both domestic and international clients indicates a potential demand for cross-border financial services and advisory support in global markets, ideal for expanding service offerings in international mergers, acquisitions, and capital raising.

Emerging Technology Uses Avalon’s adoption of a modern tech stack including Joomla, Bootstrap, and PHP, suggests openness to innovative digital solutions, which can be leveraged to improve client engagement, streamline onboarding, and enhance service delivery for tech-savvy mid-market clients.

Competitive Positioning With a relatively small team of 11-50 employees but a reputable national and international presence, Avalon presents an opportunity to offer scalable, personalized services that differentiate from larger competitors by emphasizing senior-level attention and industry expertise.

Growth and Expansion Opportunities Given the firm’s focus on providing strategic advice across multiple industries and its strong referral network, there is potential to develop new service lines such as debt advisory, ESG consulting, or digital transformation support to expand revenue streams within the current client base.

Avalon Securities Ltd Tech Stack

Avalon Securities Ltd uses 8 technology products and services including Squarespace, Joomla, Google Font API, and more. Explore Avalon Securities Ltd's tech stack below.

  • Squarespace
    Content Management System
  • Joomla
    Content Management System
  • Google Font API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Avalon Securities Ltd's Email Address Formats

Avalon Securities Ltd uses at least 2 format(s):
Avalon Securities Ltd Email FormatsExamplePercentage
FLast@avalonnetworth.comJDoe@avalonnetworth.com
88%
Last@avalonnetworth.comDoe@avalonnetworth.com
12%

Frequently Asked Questions

Where is Avalon Securities Ltd's headquarters located?

Minus sign iconPlus sign icon
Avalon Securities Ltd's main headquarters is located at 530 5th Avenue, 9th Floor New York, NY 10036, US. The company has employees across 1 continents, including North America.

What is Avalon Securities Ltd's phone number?

Minus sign iconPlus sign icon
You can contact Avalon Securities Ltd'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 Avalon Securities Ltd's official website and social media links?

Minus sign iconPlus sign icon
Avalon Securities Ltd's official website is avalonsecuritiesltd.com and has social profiles on LinkedIn.

What is Avalon Securities Ltd's NAICS code?

Minus sign iconPlus sign icon
Avalon Securities Ltd's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Avalon Securities Ltd have currently?

Minus sign iconPlus sign icon
As of October 2025, Avalon Securities Ltd has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. J.Co Ceo: J. H.Managing Director: K. S.. Explore Avalon Securities Ltd's employee directory with LeadIQ.

What industry does Avalon Securities Ltd belong to?

Minus sign iconPlus sign icon
Avalon Securities Ltd operates in the Investment Banking industry.

What technology does Avalon Securities Ltd use?

Minus sign iconPlus sign icon
Avalon Securities Ltd's tech stack includes SquarespaceJoomlaGoogle Font APIjQueryModernizrPHPBootstrapAdobe Fonts.

What is Avalon Securities Ltd's email format?

Minus sign iconPlus sign icon
Avalon Securities Ltd's email format typically follows the pattern of FLast@avalonnetworth.com. Find more Avalon Securities Ltd email formats with LeadIQ.

Avalon Securities Ltd

Investment BankingUnited States11-50 Employees

Avalon Net Worth is an independent investment banking boutique that advises its clients on a wide range of business strategies, including raising capital, mergers and acquisitions and other corporate finance transactions.

The firm was founded on the premise that it would provide world-class financial  and general business advisory services to companies with enterprise values generally between $50 million and several billion dollars. We represents private companies, public companies and private equity funds – nationally and internationally – who seek strategic assistance.  We work with exceptional executives to raise capital, acquire strategic assets or sell all, or part, of their businesses. Our experience includes completed transactions across a wide range of industries, with a particular focus on providing financial advice to companies where our senior executives bring operating expertise as well as investment banking expertise.

At Avalon, our clients come first. We consider our clients’ financial and strategic goals as if they were our own, and we pursue them with creativity, commitment and intellectual rigor. We provide consistent and active senior-banker attention and offer a broad, extensive network of relationships. In the process, we become our clients’ most trusted advisor.

The firm’s powerful combination of institutional experience and industry knowledge, coupled with its unparalleled successes in creating value on behalf of its clients, has brought Avalon Net Worth a national and international reputation for delivering exceptional results.

Securities are offered through Finalis Securities LLC, a member of  FINRA and SIPC. Please note that until the end of December 2024 Avalon Securities, Ltd., member FINRA and SIPC, may also offer securities on its behalf.

Section iconCompany Overview

Headquarters
530 5th Avenue, 9th Floor New York, NY 10036, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Avalon Securities Ltd's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Avalon Securities Ltd's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.