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Insights

Strong Industry Recognition Montage Financial Group has been recognized as a top-tier private wealth management team by prestigious industry publications such as Barron's and Forbes in 2023, highlighting their credibility and appeal to high-net-worth individuals and institutional investors looking for reputable financial partners.

Niche Investment Focus Specializing in risk-managed life settlement investments, Montage offers unique alternative assets that can diversify investor portfolios, making them an attractive prospect for financial advisors and private wealth managers seeking differentiated product offerings.

Growing Revenue Base With an annual revenue between $10 million and $25 million, Montage demonstrates solid financial performance, indicating an active deal flow and potential for scaling investment opportunities or partnerships within the insurance and wealth management sectors.

Technological Stack Utilizing modern tech tools like Bootstrap and Crazy Egg suggests an active digital presence and data-driven approach, providing opportunities for technology integrations or collaborations to enhance client engagement or streamline processes.

Targeted Clientele Montage seeks to collaborate with accredited and institutional investors as well as policy owners, providing multiple entry points for relationship building and tailored financial solutions, making it a suitable partner for expanding into niche insurance-backed financial products.

Similar companies to Montage Financial Group, Inc.

Montage Financial Group, Inc. Tech Stack

Montage Financial Group, Inc. uses 8 technology products and services including Trident AB, Crazy Egg, cdnjs, and more. Explore Montage Financial Group, Inc.'s tech stack below.

  • Trident AB
    A/B Testing
  • Crazy Egg
    Analytics
  • cdnjs
    Content Delivery Network
  • oEmbed
    Dev Tools
  • Modernizr
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • prettyPhoto
    Web Tools And Plugins

Montage Financial Group, Inc.'s Email Address Formats

Montage Financial Group, Inc. uses at least 1 format(s):
Montage Financial Group, Inc. Email FormatsExamplePercentage
First@montagegroup.comJohn@montagegroup.com
75%
Last@montagegroup.comDoe@montagegroup.com
25%

Frequently Asked Questions

Where is Montage Financial Group, Inc.'s headquarters located?

Minus sign iconPlus sign iconMontage Financial Group, Inc.'s main headquarters is located at 29222 Rancho Viejo Road San Juan Capistrano, California 92675 United States. The company has employees across 1 continents, including North America.

What is Montage Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Montage Financial Group, Inc.'s main corporate office by phone at
+1-949-367-****
. 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 Montage Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconMontage Financial Group, Inc.'s official website is montagegroup.com and has social profiles on LinkedIn.

How much revenue does Montage Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of January 2026, Montage Financial Group, Inc.'s annual revenue is estimated to be $1.1M.

What is Montage Financial Group, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconMontage Financial Group, Inc.'s SIC code is 6311 - Life Insurance NAICS code is 52 - Finance and Insurance.

How many employees does Montage Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAs of January 2026, Montage Financial Group, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Director: D. M.Director Of Servicing And Fraud Detection Coordinator: M. L.Marketing Coordinator And Servicing Manager: M. L.. Explore Montage Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Montage Financial Group, Inc. belong to?

Minus sign iconPlus sign iconMontage Financial Group, Inc. operates in the Financial Services industry.

What technology does Montage Financial Group, Inc. use?

Minus sign iconPlus sign iconMontage Financial Group, Inc.'s tech stack includes Trident ABCrazy EggcdnjsoEmbedModernizrBootstrapX-Content-Type-OptionsprettyPhoto.

What is Montage Financial Group, Inc.'s email format?

Minus sign iconPlus sign iconMontage Financial Group, Inc.'s email format typically follows the pattern of First@montagegroup.com. Find more Montage Financial Group, Inc. email formats with LeadIQ.

When was Montage Financial Group, Inc. founded?

Minus sign iconPlus sign iconMontage Financial Group, Inc. was founded in 2002.

Montage Financial Group, Inc.

Financial ServicesCalifornia, United States2-10 Employees

Montage Financial Group, Inc. specializes in risk-managed insurance investments called Life Settlements. A Life Settlement is a lump sum cash settlement paid to an insurance policy holder in exchange for contract ownership rights. 

If you are an accredited or institutional investor, we would enjoy the opportunity to meet with you and explore the option of adding this alternative strategy to your investment portfolio.  If you are a policy owner and struggling to afford your premiums or have a policy which no longer meets your needs, we encourage you to locate a licensed representative and find out if you are a candidate for a life settlement. 

Founded in 2002, Montage is an seasoned settlement provider; having facilitated several billion dollars in Life Settlement transactions.

Section iconCompany Overview

Headquarters
29222 Rancho Viejo Road San Juan Capistrano, California 92675 United States
Phone number
+1-949-367-****
Website
montagegroup.com
SIC Code
6311 - Life Insurance
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Montage Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Montage Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    D. M.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Director Of Servicing And Fraud Detection Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Marketing Coordinator And Servicing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Team Business Manager
    Phone icon
    Mobile Phone

Employee Directory

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