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Insights

Awards momentum The firm has a strong track record of recognition from Forbes and Barron's, including top wealth advisor and independent firm rankings, signaling credible performance and credibility to prospective clients and partners.

Growth scale Manage over $2.1 billion in assets for more than 850 clients across 47 states, indicating a broad geographic reach and capacity to handle growth while maintaining service quality.

Premium positioning Strong emphasis on a risk-managed, safety-first, value-conscious investment philosophy aligned with InvesTech Research, presenting a differentiator for clients seeking downside protection and disciplined equity investing.

Operational efficiency Technology stack includes QuickBooks, Microsoft 365, WordPress, and secure platforms, suggesting opportunities to discuss scalable, compliant operations and potential tech-enabled advisory enhancements for efficiency.

Market opportunity Recognition as a top RIA and regional leadership in Montana paired with high revenue range positions the firm to target high-net-worth segments and state-level expansion initiatives through targeted outreach and partnership programs.

Similar companies to Stack Financial Management

Stack Financial Management Tech Stack

Stack Financial Management uses 8 technology products and services including QuickBooks, W3 Total Cache, Sucuri, and more. Explore Stack Financial Management's tech stack below.

Media & News

Stack Financial Management's Email Address Formats

Stack Financial Management uses at least 3 email formats:
Stack Financial Management Email FormatsExamplePercentage
FirstL@stackfinancialmanagement.comJohnD@stackfinancialmanagement.com
71%
First@stackfinancialmanagement.comJohn@stackfinancialmanagement.com
19%
First.Last@stackfinancialmanagement.comJohn.Doe@stackfinancialmanagement.com
10%

Frequently Asked Questions

What is Stack Financial Management's phone number?

Minus sign iconPlus sign icon You can contact Stack Financial Management's main corporate office by phone at
+1-406-862-****
. 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 Stack Financial Management's official website and social media links?

Minus sign iconPlus sign iconStack Financial Management's official website is stackfinancialmanagement.com and has social profiles on LinkedIn.

How much revenue does Stack Financial Management generate?

Minus sign iconPlus sign icon As of August 2026, Stack Financial Management's annual revenue is estimated to be $25M - $50M.

What is Stack Financial Management's NAICS code?

Minus sign iconPlus sign iconStack Financial Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Stack Financial Management have currently?

Minus sign iconPlus sign iconAs of August 2026, Stack Financial Management has approximately 12 employees across 1 continents, including North America. Key team members include Chief Information Security Officer: A. P., Chief Compliance Officer: J. M. and President: C. H. Explore Stack Financial Management's employee directory with LeadIQ.

What industry does Stack Financial Management belong to?

Minus sign iconPlus sign iconStack Financial Management operates in the Investment Management industry.

What technology does Stack Financial Management use?

Minus sign iconPlus sign iconStack Financial Management's tech stack includes QuickBooks, W3 Total Cache, Sucuri, WordPress, CookieYes, Shopify, Microsoft 365 and Box.

What is Stack Financial Management's email format?

Minus sign iconPlus sign iconStack Financial Management's email format typically follows the pattern of FirstL@stackfinancialmanagement.com. Find more Stack Financial Management email formats with LeadIQ.

When was Stack Financial Management founded?

Minus sign iconPlus sign iconStack Financial Management was founded in 1994.
Stack Financial Management logo

Stack Financial Management

Investment ManagementMontana, United States11-50 Employees

Stack Financial Management, Inc. is an independent investment advisory firm based in Whitefish, Montana. The firm specializes in equity investing and follows a safety-first, risk-aware philosophy that draws on the approach developed by InvesTech Research. It emphasizes preserving capital and reducing volatility over the long term as part of its core objective.

It serves more than 850 clients across 47 states, employing a disciplined process for selecting equities with an emphasis on risk management. The firm was founded in 1994 to address demand for a portfolio strategy that prioritizes risk controls alongside potential gains. In 2026 Forbes recognized Stack Financial Management among America's Top Wealth Advisors, reflecting external acknowledgement of its advisory practice.

Section iconCompany Overview

Phone number
+1-406-862-****
Website
stackfinancialmanagement.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Stack Financial Management's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Information Security Officer at Stack Financial Management
    A. P.
    Chief Information Security Officer
    Mobile Phone
  • Chief Compliance Officer at Stack Financial Management
    J. M.
    Chief Compliance Officer
    Mobile Phone
  • President at Stack Financial Management
    C. H.
    President
    Mobile Phone
  • Director Of Client Relations at Stack Financial Management
    A. W.
    Director Of Client Relations
    Mobile Phone
  • Senior Client Relationship Professional at Stack Financial Management
    K. B.
    Senior Client Relationship Professional
    Mobile Phone

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