Montis Financial key facts
- Provider of fee-only financial planning and wealth management services intended to help individuals and business owners achieve long-term financial independence through personalized, fiduciary-driven…
- Notable investors include The Cambria Group, Pacific Lake, WSC & Company, Partner Ventures, Kinderhook Partners — 7 tracked in total.
- Status: Privately Held (backing).
- ·Watch Montis Financial: the Monday email on marks, rounds and moves
Montis Financial funding rounds
No funding rounds for Montis Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Montis Financial investors
7 investors are on record for Montis Financial, including The Cambria Group, Pacific Lake, WSC & Company and Partner Ventures. By type, the record holds 3 private equity firms, 1 hedge fund and 1 angel investor.
About Montis Financial
Provider of fee-only financial planning and wealth management services intended to help individuals and business owners achieve long-term financial independence through personalized, fiduciary-driven strategies. The company's services encompass comprehensive financial planning, dynamic portfolio management, and retirement distribution strategies, offering tailored solutions to professionals, retirees, and entrepreneurs, enabling clients to make informed decisions and achieve their financial goals.
- Sector
- Financial Services
- HQ
- Waltham, MA, United States
- Employees
- 25
- Website
- montisfinancial.com/
- Ownership
- Privately Held (backing)
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Montis Financial doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.