Insights

Reputation & Recognition Montage Financial Group has been recognized as a top private wealth management team by prestigious industry lists such as Barron's and Forbes in 2023, highlighting their strong reputation and potential for new high-net-worth client acquisitions.

Niche Investment Focus Specializing in risk-managed life settlement investments, Montage offers a unique product that appeals to accredited and institutional investors seeking alternative assets to diversify portfolios, presenting opportunities for targeted financial solutions sales.

Growth Potential With revenues estimated between one and ten million dollars and a seasoned transaction history of several billion dollars, Montage demonstrates growth and financial activity that could benefit from additional financial products or strategic partnerships.

Market Positioning Operating in the emerging and specialized life settlements industry, Montage positions itself as an experienced provider, creating opportunities to introduce complementary services such as advanced analytics, risk management tools, or insurance advisory solutions.

Technology Adoption Utilizing a modern tech stack including tools like Bootstrap and Crazy Egg suggests openness to digital engagement; this presents prospects for sales of innovative technology solutions to streamline operations or enhance client experience.

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

Media & News

Montage Financial Group, Inc.'s Email Address Formats

Montage Financial Group, Inc. uses at least 1 format(s):

Montage Financial Group, Inc. Email Formats	Example	Percentage
First@montagegroup.com	John@montagegroup.com	38%
Last@montagegroup.com	Doe@montagegroup.com	12%
First@montagegroup.com	John@montagegroup.com	38%
Last@montagegroup.com	Doe@montagegroup.com	12%

Frequently Asked Questions

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

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?

Montage Financial Group, Inc.'s official website is montagegroup.com and has social profiles on LinkedIn.

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

As of December 2025, Montage Financial Group, Inc.'s annual revenue is estimated to be $1.1M.

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

Montage 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?

As of December 2025, 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?

Montage Financial Group, Inc. operates in the Financial Services industry.

What technology does Montage Financial Group, Inc. use?

Montage Financial Group, Inc.'s tech stack includes Trident ABCrazy EggcdnjsoEmbedModernizrBootstrapX-Content-Type-OptionsprettyPhoto.

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

Montage 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?

Montage Financial Group, Inc. was founded in 2002.

Montage Financial Group, Inc.

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

Montage Financial Group, Inc. has approximately 5 employees.

Q: What technology does Montage Financial Group, Inc. use?

Montage Financial Group, Inc.'s tech stack includes jQuery, Google Analytics, MySQL, Pagely, Open Graph.

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.