Insights

Niche Market Focus Montgomery Investment Technology specializes in advanced valuation services and software tailored for complex financial instruments such as derivatives, options, warrants, and convertible securities, presenting opportunities to offer targeted product enhancements or complementary analytics solutions.

Integrated Software Solutions With flagship software like FinTools XL and web-based platforms such as FinCalcs.NET, there is potential to upsell integrations, customizations, and SaaS subscriptions to professional financial firms seeking comprehensive analytical tools.

Expanding Tech Stack The company's utilization of APIs, cloud computing, and popular platforms like Microsoft Excel and Google Sheets indicates opportunities to develop new API-based features, automation tools, or cross-platform integrations to meet evolving client needs.

Market Growth Potential Operating in a niche with a revenue range of $1M to $10M and serving financial professionals, Montgomery has room to expand its client base by targeting smaller firms and increasing market penetration in the financial technology sector.

Professional Service Offering The firm's expertise in expert valuation consulting and training seminars opens avenues for developing customized training programs, webinars, and consulting packages aimed at financial institutions looking to improve valuation accuracy and compliance.

Similar companies to Montgomery Investment Technology, Inc.

Montgomery Investment Technology, Inc. Tech Stack

Montgomery Investment Technology, Inc. uses 8 technology products and services including Microsoft Excel, Google Fonts API, JSON-LD, and more. Explore Montgomery Investment Technology, Inc.'s tech stack below.

  • Microsoft Excel
    Editors
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Moment.js
    Javascript Libraries
  • Java
    Programming Languages
  • Google Analytics
    Web Analytics
  • MonsterInsights
    Web Platform Extensions
  • EmbedPress
    Widgets

Media & News

Montgomery Investment Technology, Inc.'s Email Address Formats

Montgomery Investment Technology, Inc. uses at least 1 format(s):
Montgomery Investment Technology, Inc. Email FormatsExamplePercentage
First.Last@fintools.comJohn.Doe@fintools.com
30%
First@fintools.comJohn@fintools.com
20%
First.Last@fintools.comJohn.Doe@fintools.com
30%
First@fintools.comJohn@fintools.com
20%

Frequently Asked Questions

Where is Montgomery Investment Technology, Inc.'s headquarters located?

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Montgomery Investment Technology, Inc.'s main headquarters is located at 700 Route 130 North Suite 105 Cinnaminson, New Jersey 08077 United States. The company has employees across 1 continents, including North America.

What is Montgomery Investment Technology, Inc.'s phone number?

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You can contact Montgomery Investment Technology, Inc.'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 Montgomery Investment Technology, Inc.'s official website and social media links?

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Montgomery Investment Technology, Inc.'s official website is fintools.com and has social profiles on LinkedIn.

What is Montgomery Investment Technology, Inc.'s SIC code NAICS code?

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Montgomery Investment Technology, Inc.'s SIC code is 7372 - Prepackaged Software NAICS code is 52 - Finance and Insurance.

How many employees does Montgomery Investment Technology, Inc. have currently?

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As of March 2026, Montgomery Investment Technology, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Chief Financial Engineer: S. S.Acting Chief Executive Officer: B. M.Information Technology Director: M. W.. Explore Montgomery Investment Technology, Inc.'s employee directory with LeadIQ.

What industry does Montgomery Investment Technology, Inc. belong to?

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Montgomery Investment Technology, Inc. operates in the Financial Services industry.

What technology does Montgomery Investment Technology, Inc. use?

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Montgomery Investment Technology, Inc.'s tech stack includes Microsoft ExcelGoogle Fonts APIJSON-LDMoment.jsJavaGoogle AnalyticsMonsterInsightsEmbedPress.

What is Montgomery Investment Technology, Inc.'s email format?

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Montgomery Investment Technology, Inc.'s email format typically follows the pattern of First.Last@fintools.com. Find more Montgomery Investment Technology, Inc. email formats with LeadIQ.

When was Montgomery Investment Technology, Inc. founded?

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Montgomery Investment Technology, Inc. was founded in 1988.

Montgomery Investment Technology, Inc.

Financial ServicesNew Jersey, United States2-10 Employees

Montgomery Investment Technology, Inc.
Industry Leader in Option and Derivative Valuation

About Us:
Montgomery Investment Technology, Inc. (MITI) is a trusted name in the financial industry, known for our expertise in the valuation of options and derivative securities. Our comprehensive offerings include sophisticated software applications, expert valuation consulting services, and informative training seminars tailored to meet the needs of investment and financial professionals.

Our Services:
Valuation Services: Specializing in ASC 718, 815, 820 and SEC Pay - vs - Performance valuations.  We calculate the fair value of market condition awards, including Total Shareholder Returns (TSRs) and Price Targets, convertible securities, warrants and all other complex instruments.

Software Solutions: 
Our flagship product, FinTools XL, is an extensive library of financial functions designed for professional use. It integrates seamlessly with Microsoft Excel, providing advanced analytical capabilities in a flexible and user-friendly format.

SaaS (Software as a Service):  
FinCalcs.NET is a comprehensive suite of web-based financial calculators powered by FinTools functions. Designed to cater to financial professionals, students, and enthusiasts alike, our suite covers Options, Exotics, Bonds, Discount for Lack of Marketability, and a Volatility Calculator with Graphing capabilities.
FinTools API Library allows you to integrate the power of FinTools functions, and cloud computing, into any environment that supports API calls.  This includes software applications, Google Notebooks, Sheets with custom functions written in Apps Script, and Excel custom functions written in VBA and JavaScript.

Consulting: 
We offer expert consulting services to ensure fair and independent financial reporting and analysis, leveraging state-of-the-art technology and advanced valuation techniques.

Section iconCompany Overview

Headquarters
700 Route 130 North Suite 105 Cinnaminson, New Jersey 08077 United States
Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Montgomery Investment Technology, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Montgomery Investment Technology, Inc.'s revenue is estimated to be in the range of $1M$10M

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