What departments does Montis Financial have?

Montis Financial has employees across 4 departments including Finance, Operations, Marketing, Administrative.

What is the largest department at Montis Financial?

The largest department at Montis Financial is Finance with 15 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.

Montis Financial Employee Directory

Q: Who are Montis Financial's key employees and leadership?

Montis Financial's key employees include: Ceo: J. Y., Chief Investment Officer: D. F., Chief Compliance Officer: A. K., Chief Operating Officer: J. W., Founder And Adviser Emerita: C. D..

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
29

United States Of America
29

Montis Financial's Leadership

J. Y.
Ceo
Mobile Phone
Email
D. F.
Chief Investment Officer
Mobile Phone
Email
A. K.
Chief Compliance Officer
Mobile Phone
Email
J. W.
Chief Operating Officer
Mobile Phone
Email
C. D.
Founder And Adviser Emerita
Mobile Phone
Email
T. D.
Managing Partner
Mobile Phone
Email
L. H.
Director Of Marketing
Mobile Phone
Email
M. H.
Operations Manager
Mobile Phone
Email

Montis Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Legal
Accounting
Other

Contact profiles from Montis Financial

Name

Title

Contact Info

Location

Last Update

B. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 14, 2026
C. J.
Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
J. B.
Senior Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
C. S.
Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
D. T.
Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
B. B.
Senior Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
C. T. C.
Senior Financial Advisor
Mobile Phone
Email
United StatesConnecticut
Apr 16, 2026
C. G.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 14, 2026
C. A.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 03, 2026
J. E.
Partnership Associate
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2026

Frequently Asked Questions

What is Montis Financial known for?

Montis Financial was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 230 Third Avenue Floor 3 Waltham, Massachusetts 02451 United States. 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 June 2026. These team members are located across 1 continents, including North America.

Who are Montis Financial's key employees and leadership?

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

Ceo: J. Y.
Chief Investment Officer: D. F.
Chief Compliance Officer: A. K.
Chief Operating Officer: J. W.
Founder And Adviser Emerita: C. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Montis Financial Employee Directory

Find Montis Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead