Montis Financial

Waltham, MA · Privately Held (backing)

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… Montis Financial is based in Waltham, MA.

Last price · $/share
—
Implied valuation
—
Total raised
—
Last round
—

Who backs Montis Financial?

7 investors
InvestorType
The Cambria GroupPE / buyout
Pacific LakePE / buyout
WSC & CompanyPE / buyout
Partner VenturesAngel
Kinderhook PartnersHedge fund
ALZA Capital Partners—
Search Fund Partners—
The directory is free. Investor activity — the working column — is Pro.Unlock prospecting columns

Membership and data by Private Market View

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.

Free account
More of Montis Financial with a free account
  • ·Watch Montis Financial: the Monday email on marks, rounds and moves
Create free account
No card required

Membership and data by Private Market View

For fundraisers
Work this list, don’t just read it

These 7 firms already write checks for companies like Montis Financial. Build the wider list: every firm that has backed a company like this one, ranked by how often and how recently.

Find investors like these →

Membership and data by Private Market View