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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
10

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  • United States Of America
    10

Montage Financial Group, Inc.'s Leadership

  • Stylized image of a person
    K. R.
    Team Business Manager
    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
Location
Last Update
  • Stylized image of a person
    K. R.
    Team Business Manager
    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; 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 July 2026. These team members are located across 1 continents, including North America.

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

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

  • Team Business Manager: K. R.

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