What departments does Montis Financial have?

Montis Financial has employees across 1 departments including Banking.

What is the largest department at Montis Financial?

The largest department at Montis Financial is Banking with 1 employees.

Where are Montis Financial employees located globally?

Montis Financial has employees across 1 continents and 1 countries including United States Of America.

How has Montis Financial's team size changed over time?

Montis Financial's team has grown from approximately 19 to 21 employees based on available data.

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Montis Financial Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Montis Financial is an independent Registered Investment Advisor in the financial services sector. Headquartered in Waltham, Massachusetts, the firm serves individuals and families across the United States with comprehensive financial planning and portfolio management, along with dedicated client service. Its fiduciary duty obligates the firm to place clients' priorities at the forefront of its work.

 Classified as a mid-sized firm operating in the Northeast, Montis Financial targets a nationwide client base seeking financial independence and financial security through structured financial planning and investment management. The firm aims to support informed decision-making for families as they navigate long-term financial needs.

Montis Financial Global Highlights

North America
28

United States Of America
28

Montis Financial's Leadership

J. A.
Financial Advisor
Mobile Phone
Email

Montis Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Legal
Accounting
Other

Contact profiles from Montis Financial

Name

Title

Contact

Location

Last Update

J. A.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Montis Financial known for?

Montis Financial was founded in 2012 operates in the Financial Services industry. Explore Montis Financial's company overview page for more information.

What is Montis Financial's most common email format?

Montis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montis Financial email formats with LeadIQ.

How many employees does Montis Financial have currently?

Montis Financial has approximately 26 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Montis Financial's key employees and leadership?

As of August 2026, Montis Financial's key employees include:

Financial Advisor: J. A.

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Montis Financial Employee Directory

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