LeadIQ logo
Learn more at LeadIQ.com

Montage Financial Group, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Montage Financial Group, Inc. is a financial services firm headquartered in San Juan Capistrano, California, with a small staff of 2 to 10 employees. The company specializes in risk-managed insurance investments called Life Settlements, involving a lump-sum cash settlement to a policyholder in exchange for ownership rights to the policy. It serves accredited and institutional investors seeking to add this alternative strategy to portfolios, and also directs policy owners to licensed representatives to assess eligibility and potential benefits when they need premium relief or a better fit. Founded in 2002, Montage describes itself as an experienced settlement provider and reports having facilitated several billion dollars in Life Settlement transactions. The firm maintains its website at montagegroup.com and has been recognized in industry listings, including Forbes Best-in-State Wealth Management Teams and Barron’s Top 100 Private Wealth Teams lists for 2023 and 2024.

Find Montage Financial Group, Inc. employees' phone numbers or email addresses

Montage Financial Group, Inc. Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Montage Financial Group, Inc.'s 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

Montage Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Montage Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    M. L.
    Director Of Servicing And Fraud Detection Coordinator
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    M. L.
    Marketing Coordinator And Servicing Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Nov 11, 2025
  • Stylized image of a person
    K. R.
    Team Business Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Montage Financial Group, Inc. known for?

Minus sign iconPlus sign iconMontage Financial Group, Inc. was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 29222 Rancho Viejo Road San Juan Capistrano, California 92675 United States; you can contact the main corporate office by phone at
+1-949-367-****
. Explore Montage Financial Group, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconMontage Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montage Financial Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconMontage Financial Group, Inc. has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Montage Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Montage Financial Group, Inc.'s key employees include:

  • Director: D. M.
  • Director Of Servicing And Fraud Detection Coordinator: M. L.
  • Marketing Coordinator And Servicing Manager: M. L.
  • Team Business Manager: K. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.