Insights

Growing Wealth Management Team Recent hires of client service and research associates indicate an expanding operational capacity, suggesting potential opportunities for advanced financial products or technology solutions to support increased client onboarding and research activities.

Focus on Customized Solutions The firm’s commitment to fee-only, personalized financial planning highlights a client base seeking tailored wealth management, opening avenues for bespoke financial technology tools or premium advisory services.

Stable Revenue Range With annual revenues between 10 and 25 million dollars and a comparatively small team, the company may be interested in scalable solutions that enhance operational efficiency without significant overhead, such as automated portfolio management or client engagement platforms.

Investment Activities The company’s recent stake acquisition in Halliburton demonstrates active asset management, providing opportunities for advanced investment analytics, reporting tools, and portfolio optimization solutions tailored to asset managers.

Market Positioning and Competitiveness Operating in a space alongside large competitors like Fidelity and Morgan Stanley, Monte Financial Group may be open to strategic partnerships or innovative financial solutions to differentiate themselves in a competitive market.

Monte Financial Group, LLC Tech Stack

Monte Financial Group, LLC uses 8 technology products and services including Site Kit, WordPress, oEmbed, and more. Explore Monte Financial Group, LLC's tech stack below.

  • Site Kit
    Analytics
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Maps
    Maps
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Monte Financial Group, LLC's Email Address Formats

Monte Financial Group, LLC uses at least 1 format(s):
Monte Financial Group, LLC Email FormatsExamplePercentage
First.Last@montefinancialgroup.comJohn.Doe@montefinancialgroup.com
44%
First@montefinancialgroup.comJohn@montefinancialgroup.com
6%
FirLast@montefinancialgroup.comJohDoe@montefinancialgroup.com
6%
First.Last@montefinancialgroup.comJohn.Doe@montefinancialgroup.com
44%

Frequently Asked Questions

What is Monte Financial Group, LLC's phone number?

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You can contact Monte Financial Group, LLC's main corporate office by phone at . 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 Monte Financial Group, LLC's official website and social media links?

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Monte Financial Group, LLC's official website is montefinancialgroup.com and has social profiles on LinkedIn.

What is Monte Financial Group, LLC's SIC code NAICS code?

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Monte Financial Group, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Monte Financial Group, LLC have currently?

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As of December 2025, Monte Financial Group, LLC has approximately 13 employees across 1 continents, including North America. Key team members include President/Certified Private Wealth Advisor®, Retirement Management Advisor®: B. M.Senior Relationship Manager: J. M.Business Office Manager: M. M.. Explore Monte Financial Group, LLC's employee directory with LeadIQ.

What industry does Monte Financial Group, LLC belong to?

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Monte Financial Group, LLC operates in the Financial Services industry.

What technology does Monte Financial Group, LLC use?

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Monte Financial Group, LLC's tech stack includes Site KitWordPressoEmbedGoogle MapsHSTSGoogle Tag ManagerGoogle AnalyticsNginx.

What is Monte Financial Group, LLC's email format?

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Monte Financial Group, LLC's email format typically follows the pattern of First.Last@montefinancialgroup.com. Find more Monte Financial Group, LLC email formats with LeadIQ.

When was Monte Financial Group, LLC founded?

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Monte Financial Group, LLC was founded in 2009.

Monte Financial Group, LLC

Financial ServicesConnecticut, United States11-50 Employees

Monte Financial Group is an independent private wealth management firm offering comprehensive financial planning, investment management, charitable planning, and trust services to individuals and families.

We never presume our client’s needs and do not sell products. We are a fee-only advisor that provides customized wealth management strategies constructed from the ground up designed to help you achieve your financial goals.

For your Information: Periodically, links may be established between this website and one or more websites operated by third parties, or where third parties provide content. Accessing these sites is at your own risk. While Monte Financial Group, LLC considers such information to be reliable, it does not guarantee its accuracy. Therefore, Monte Financial Group will not be liable for any issues arising from or related to these websites and their content. These sites are offered for your convenience and should not be interpreted as an endorsement by Monte Financial Group of those websites or any content they contain.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Monte Financial Group, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Monte Financial Group, LLC's revenue is estimated to be in the range of $10M$25M

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