Insights

Strong Regional Presence Stockman Wealth Management has a solid foothold in Montana with recent office expansion and a dedicated local client base, providing opportunities to offer tailored financial technology solutions and personalized banking services to enhance their community engagement.

Established Reputation Recognized as one of the world's best banks by Forbes for four consecutive years, Stockman Bank's reputation positions it as a trusted partner for premium financial products and digital security solutions, including CRM tools and secure digital transaction platforms.

Technology Adoption Utilizing modern tech stacks such as DocuSign and web optimization tools indicates openness to innovative digital solutions, suggesting opportunities to introduce advanced wealth management platforms, client portals, and automation services to streamline operations.

Community Focus Engagement in local initiatives like airport investment and agriculture partnerships reveals a strong community-oriented approach, creating potential for tailored corporate social responsibility programs and local sponsorship offerings to deepen stakeholder relationships.

Growth-Oriented Strategy Recent hires and service expansions demonstrate a growth-focused strategy, presenting prospects for providing targeted employee engagement platforms, HR solutions, and advanced financial analytics tools to support their ongoing development efforts.

Stockman Wealth Management Tech Stack

Stockman Wealth Management uses 8 technology products and services including Varnish, Google Fonts API, MooTools, and more. Explore Stockman Wealth Management's tech stack below.

  • Varnish
    Caching
  • Google Fonts API
    Font Scripts
  • MooTools
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • SAP Maintenance, Repair, and Overhaul
    Operations
  • Flywheel
    Platform As A Service

Media & News

Stockman Wealth Management's Email Address Formats

Stockman Wealth Management uses at least 1 format(s):
Stockman Wealth Management Email FormatsExamplePercentage
First.Last@stockmanbank.comJohn.Doe@stockmanbank.com
58%
FLast@stockmanbank.comJDoe@stockmanbank.com
36%
FirstLast@stockmanbank.comJohnDoe@stockmanbank.com
5%
FirLast@stockmanbank.comJohDoe@stockmanbank.com
1%

Frequently Asked Questions

What is Stockman Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Stockman Wealth Management's official website is stockmanbank.com and has social profiles on LinkedIn.

How much revenue does Stockman Wealth Management generate?

Minus sign iconPlus sign icon
As of December 2025, Stockman Wealth Management's annual revenue is estimated to be $169K.

What is Stockman Wealth Management's NAICS code?

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

How many employees does Stockman Wealth Management have currently?

Minus sign iconPlus sign icon
As of December 2025, Stockman Wealth Management has approximately 26 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. O.Chief Compliance Officer: J. G.Executive Director: E. G.. Explore Stockman Wealth Management's employee directory with LeadIQ.

What industry does Stockman Wealth Management belong to?

Minus sign iconPlus sign icon
Stockman Wealth Management operates in the Investment Management industry.

What technology does Stockman Wealth Management use?

Minus sign iconPlus sign icon
Stockman Wealth Management's tech stack includes VarnishGoogle Fonts APIMooToolsModernizrMoment.jsDocuSignSAP Maintenance, Repair, and OverhaulFlywheel.

What is Stockman Wealth Management's email format?

Minus sign iconPlus sign icon
Stockman Wealth Management's email format typically follows the pattern of First.Last@stockmanbank.com. Find more Stockman Wealth Management email formats with LeadIQ.

When was Stockman Wealth Management founded?

Minus sign iconPlus sign icon
Stockman Wealth Management was founded in 2002.

Stockman Wealth Management

Investment ManagementMontana, United States11-50 Employees

Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Stockman Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Stockman Wealth Management's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.