Ocean Heights Advisors
Company intelligence

Ocean Heights Advisors Company Intelligence, Employees & Contact Signals

Contact coverage
Email + phone
Visible profile or company source data includes email and phone channels. 1 visible profile includes direct contact evidence.
People graph depth
1 signals
1 mapped workforce signals against a 2 employee size estimate.
Account research
6 steps
Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, people graph depth, and company momentum; raw contact values are hidden.
Funding signal
,
funding amount ,; 1 named investor.
Evidence quality 100/100 Priority intelligence record

AeroLeads company intelligence

Ocean Heights Advisors workforce and contactability signals

Evidence from AeroLeads company records, matched professional profiles, and related company graph.

High confidence
Intelligence completeness
Partial intelligence record
5 of 11 major intelligence groups are available for this company.
Profile graph
Deep profile graph
1 mapped workforce signals against a 2 employee size estimate.
Visible contact sample
1
Displayed people with email or phone data.
Social followers
579
Audience size from company social data.
Affiliated pages
1
Related brands or company pages in the source record.
Funding signal
,
Funding amount ,, 1 named investor.

Data methodology

AeroLeads renders only source-backed fields for this company page.

5 source groups
Company record Matched profile graph Email-pattern aggregate Related company graph Company signal fields
Blank source fields are omitted
Related companies are ordered deterministically
Structured data uses aggregate counts only

Intelligence completeness

5 of 11 major intelligence groups are available for this company.

5 / 11 groups
Partial intelligence record 45.5%
Contactability Email intelligence Domain confidence Market and peer context Company momentum

Evidence quality

This page clears the 60+ AeroLeads company-intelligence evidence threshold.

100 / 100
Priority intelligence record Threshold 60+
Employee email coverage Employee phone coverage Email usability mix Related company graph Peer graph strength Peer position benchmark
Contactability
6 signals
Employee email coverage, Employee phone coverage, Email usability mix
Market and peer context
15 signals
Related company graph, Peer graph strength, Peer position benchmark
Company momentum
6 signals
Company signal breadth, Company momentum, Company momentum score
Source trust
8 signals
Domain confidence, Intelligence completeness, Company description
Workforce graph
1 signal
Profile graph coverage
Decision-maker intelligence
1 signal
Account research checklist
31 additional source-backed evidence signals are counted in this page quality score.

Prospecting readiness

Ocean Heights Advisors shows research-first prospecting fit based on person-level contact coverage, company momentum, people graph depth, and peer context.

45 / 100
Research-first prospecting fit Corroborated prospecting evidence

Prospecting evidence combines person-level contact coverage, company momentum, people graph depth, and peer context; raw contact values are hidden.

ICP fit
Research ICP fit

ICP fit combines company size, market specificity, contactability, and company momentum; raw contact values are hidden.

53 / 100
Company size
2 employees
Employee estimate is available for ICP filtering.
Market specificity
Focused market profile
7 market classification signals across categories, specialties, and related peer industries.
Reachability
Current email evidence
1 current or verified email signal available; raw addresses are hidden.
Momentum
Single momentum signal
Momentum evidence combines high audience density.
Account research checklist
Multi-step account research checklist

Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, people graph depth, and company momentum; raw contact values are hidden.

6 steps
Confirm contact coverage
Current email evidence
1 current or verified email signal available; raw addresses are hidden.
Validate ICP fit
Research ICP fit
ICP fit combines company size, market specificity, contactability, and company momentum; raw contact values are hidden.
Compare related peers
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Check domain trust
Mixed domain alignment
Domain evidence combines website domain and social profile; raw email addresses are hidden.
Review people graph depth
Deep profile graph
1 mapped workforce signals against a 2 employee size estimate.
Check company momentum
Single momentum signal
Momentum evidence combines high audience density.
Contact coverage
Current email evidence
1 current or verified email signal available; raw addresses are hidden.
Company momentum
Single momentum signal
Momentum evidence combines high audience density.
People graph depth
Deep profile graph
1 mapped workforce signals against a 2 employee size estimate.
Peer context
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
Decision-maker evidence missing: No mapped decision-maker cluster is strong enough to summarize.

Domain trust signals

Domain confidence for oceanheightsadvisors.com is based on website domain and social profile.

35 / 100
Mixed domain alignment Limited domain evidence

Domain evidence combines website domain and social profile; raw email addresses are hidden.

Website domain
oceanheightsadvisors.com
The official website domain is available from the company source record.
Social profile
LinkedIn organization page
A LinkedIn organization page is present for this company record.
Employee email mismatch: Visible employee email signals do not match the official domain.

AeroLeads coverage snapshot

Profile sample
1
Visible people attached to this company page.
Profile graph depth
Deep profile graph
1 mapped workforce signals against a 2 employee size estimate.
Contactable sample
1
Visible people with email or phone data.
Contact channel mix
Multi-channel contact coverage
Visible profile or company source data includes email and phone channels.
Contact evidence confidence
Current email evidence
1 current or verified email signal available; raw addresses are hidden.
Email domain confidence
Non-official email coverage
Visible email signals use non-official domains only.
Domain confidence
Mixed domain alignment
Domain confidence for oceanheightsadvisors.com is based on website domain and social profile.
Email usability mix
Professional email coverage sample
AeroLeads source data includes 5 unique visible email signals; 1 is marked current or verified and 2 are professional-type. Raw addresses are hidden.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, ownership, funding, and affiliated pages.
Company momentum score
Limited company momentum score
Momentum score blends contactability and peer position from AeroLeads company and profile evidence.
Company ownership signal
Company type signal
Company source record includes source type Partnership.
Audience density
High audience density
579 followers against 2 employee estimate, about 289.50 followers per estimated employee.
Specialty signals
3
Specialty tags in the company record.
Market specificity
Focused market profile
7 market classification signals across categories, specialties, and related peer industries.
Peer industry clusters
3
Industries represented by related company records.
Related companies
10
Company graph links available for comparison.
Industry benchmark
Evidence-backed industry benchmark
Industry benchmark uses 10 related companies, 1 same-industry peer, 3 benchmark dimensions, and 4 peer evidence types from the AeroLeads related-company graph.
Peer benchmark confidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 0% of 9 comparable related peers.
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Prospecting fit
Research-first prospecting fit
Ocean Heights Advisors shows research-first prospecting fit based on person-level contact coverage, company momentum, people graph depth, and peer context.
ICP fit
Research ICP fit
Ocean Heights Advisors matches the research ICP fit band for common outbound filters based on company size, market specificity, contactability, and company momentum.
Account research checklist
Multi-step account research checklist
Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, people graph depth, and company momentum; raw contact values are hidden.
Intelligence signal groups
9
AeroLeads signal groups available for this company.

Market focus signals

Primary industry
Investment Management
Market specificity
Focused market profile
7 market classification signals across categories, specialties, and related peer industries.
Market evidence tier
High-confidence market evidence
Market evidence combines 7 classification signals from categories, specialties, related peer industries, and description keywords. 6 description-backed keyword signals are included.
Industry benchmark
Evidence-backed industry benchmark
Industry benchmark uses 10 related companies, 1 same-industry peer, 3 benchmark dimensions, and 4 peer evidence types from the AeroLeads related-company graph.
Top peer industry
Financial Services
80% of 10 related peer industry signals.
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
Size position
Smaller than most related peers
8 of 9 related employee-estimated peers are higher.
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Benchmark dimensions: peer graph strength, size benchmark, and size position.
Categories
Investment Management
Specialties
High Net Worth Portfolio Management Financial Planning
Product-market keyword evidence
Description-backed market keywords
Keyword evidence comes from 3 source field groups: Category, Specialty, Description.
Product-market keyword evidence tier: High-confidence product-market keyword evidence. Product-market keyword evidence combines 10 unique market keywords, 3 source field groups, and 6 description-backed keywords (1 category, 3 specialty, and 6 description).
Investment Management · Category High Net Worth · Specialty Portfolio Management · Specialty Financial Planning · Specialty roots stretch back · Description unique aspects · Description value proposition · Description story begins · Description palo capital · Description successful career · Description
Related peer industries
Peer-industry evidence tier: High-confidence peer-industry evidence. Peer-industry evidence combines 10 related companies, 3 peer-industry clusters, and top peer industry Financial Services at 80.0%.
Financial Services 8 peers
80.0% of related peer industries
Venture Capital and Private Equity Principals 1 peer
10.0% of related peer industries
Investment Management 1 peer
10.0% of related peer industries

Company signals

Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, ownership, funding, and affiliated pages.
Multi-signal company record evidence: Company record evidence combines 5 source-backed company signal types: social audience, company maturity, ownership, funding, and affiliated pages.
Social audience
579
Followers in the company source record.
Social audience evidence tier: Limited social-audience evidence. Social audience evidence uses 579 followers from source field social_followers.
Audience density
High audience density
579 followers against 2 employee estimate, about 289.50 followers per estimated employee.
Audience-density evidence tier: Limited audience-density evidence. Audience-density evidence combines 579 social followers, 2 employee estimate, and 289.50 followers per estimated employee.
Company maturity
Emerging company history
Company source record includes founding year 2022, about 4 years before 2026.
Company maturity evidence tier: Founding-year maturity evidence. Maturity evidence combines founding year 2022, 4 years of company history, and source field founded.
Company ownership
Company type signal
Company source record includes source type Partnership.
Company ownership evidence tier: Structured ownership evidence. Ownership evidence combines source type Partnership from structured company source fields.
Company momentum
Single momentum signal
Momentum evidence combines high audience density.
Momentum score: 18 / 100
Limited company momentum score. Momentum score blends contactability and peer position from AeroLeads company and profile evidence.
Limited momentum score evidence: Momentum score evidence combines contactability and peer position; raw contact values are hidden.
Contactability · 10 Peer position · 8
Funding
,
,
Funding evidence tier: Corroborated funding evidence. Funding evidence combines funding amount , and 1 named investor from structured company source fields.
Named investor signal: Funding data names 1 investor in the company source record.
will need to shift to more of an income focus as they look to live off the assets they have accumulated in retirement. The Wall Street Journal has a solid recent article about income investing that is worth reading for those in this situation - https://lnkd.in/gFgmQ7FV
Affiliated pages
1
Affiliate evidence tier: Limited affiliate evidence. Affiliate evidence combines 1 affiliated page and 1 distinct industry from structured affiliated-page source records.
Mariner · Financial Services

Contactability signals

Contactability score 100.0%
1 of 1 visible profiles include email or phone signals.
Contact channel mix
Multi-channel contact coverage
Visible profile or company source data includes email and phone channels.
Contact evidence tier
Current email evidence
1 current or verified email signal available; raw addresses are hidden.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Aggregate signals
1
Channel coverage
Email and phone aggregate coverage
Evidence groups
2
Limited contact-safety evidence: Contact-safety evidence combines visible profile contact sample and current email metadata; public schema uses aggregate variables only.
Aggregate-only contact schema: Dataset variables use counts, rates, channel labels, freshness bands, and domain-alignment metrics instead of raw contact values.
Email usability mix
Professional email coverage sample
AeroLeads source data includes 5 unique visible email signals; 1 is marked current or verified and 2 are professional-type. Raw addresses are hidden.
Email usability evidence tier: Current email usability evidence. Email usability evidence combines 5 unique email signals, 1 current or verified, 1 verified, 2 professional-type, and 20.0% current signal rate; raw addresses are hidden.
1 current or verified 2 professional-type 20.0% current signal rate
Visible people
1
With contact data
1
Email coverage
1
100.0% of visible profiles
Phone coverage
1
100.0% of visible profiles

Email domain intelligence

0 of 4 visible email signals match oceanheightsadvisors.com.

Non-official email coverage: Visible email signals use non-official domains only.
Email identity evidence tier: Non-official email identity evidence. Email identity evidence combines 4 visible email signals and 4 other-domain signals.
0.0% domain match 0 people with official-domain email 4 non-official email signals

Explore related pages

Related company intelligence:

Ocean Heights’ roots stretch back years in a story that explains the unique aspects of the value proposition we offer our clients. Our firm’s story begins with the founding of Palo Capital in 2005. After a successful career in the healthcare and tech industries, Kevin O’Grady turned his talents to investing, and attracted the attention of Barron’s, a national financial publication. In 2005, he launched Palo Capital from his home in the Ocean Heights neighborhood of Newport Beach to manage assets for family and friends. Over the years, the team has added Nella Webster, CFP® (2009), Kara Devar (2014), Kevin Barlow, CFA® (2015) and Danielle Bronner, CFP® (2020) as partners. From two initial clients and meetings at a kitchen table, our team has evolved to comprise credentialed investment professionals who advise high-net-worth families, executives, and entrepreneurs across the country in all areas of their financial life. The formula for our team’s success has broadened over the years. As fiduciaries, we take an independent, holistic approach to providing customized investment solutions and personalized financial planning to grow and protect our clients’ wealth. But in doing so, we have always sought to retain the high level of client service and “friends and family” feel with which we began. In 2022, Ocean Heights Advisors launched as an employee-owned firm and partnered with Mariner Platform Services to expand the range of services we offer our clients. Investment advisory services are provided through Mariner Platform Solutions, LLC.

Company source details

Employees
2
Founded
2022
Address
660 Newport Center Dr.
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
www.oceanheightsadvisors.com
Keywords
High Net Worth, Portfolio Management, Financial Planning.
HQ
Newport Beach, CA
Funding
,
Related companies
Mariner, Mercer Advisors, Ord Minnett, Harvey & Company LLC, Composition Wealth, RX3 Growth Partners, Rodriquez Wealth Management, Silverlight Asset Management, LLC, Fourth Point Wealth, Newport Coast Wealth Management.
Explore visible people signals for Ocean Heights Advisors by role, title, or keyword.

1 of 1 visible profile include email or phone signals in AeroLeads.

Ocean Heights Advisors Questions

Ocean Heights Advisors people graph sample