22,642 brands across 404 indexes

Epic Advisors

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Overview

Epic Advisors is a consulting firm that supports B2B SaaS, AI, and high-growth technology companies during key transformational phases. The team offers strategic vision and operational expertise to optimize operations, pivot strategies, and reinvent business models for market opportunities3. It positions itself as a partner for technology firms navigating growth challenges, drawing from founders' experience at companies like Nestle, Nielsen, Buddy Media, SimilarWeb, and Rebrandly3.

History

Epic Advisors was founded by Carla Bourque, who serves as CEO and brings CEO and operating experience from global brands including Nestle, Nielsen, Buddy Media, SimilarWeb, and Rebrandly3. The firm has over 20 years of hands-on domain expertise across B2B SaaS, AI, and high-growth technology sectors3. It focuses on serving technology companies at critical trajectory-defining moments3.

Sources (5)
  1. http://www.pensiononline.com/tpadirectory/tpadetail.asp?id=89375
  2. https://www.epicadvisor.com/about/index.htm
  3. https://www.getepic.io/about-epicadvisors
  4. https://www.causeiq.com/vendors/epic-advisors-inc,4778687768559857485/
  5. https://adviserinfo.sec.gov/firm/summary/281027