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.
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 uses 8 technology products and services including Varnish, Google Fonts API, MooTools, and more. Explore Stockman Wealth Management's tech stack below.
| Stockman Wealth Management Email Formats | Percentage |
| First.Last@stockmanbank.com | 58% |
| FLast@stockmanbank.com | 36% |
| FirstLast@stockmanbank.com | 5% |
| FirLast@stockmanbank.com | 1% |
Investment ManagementMontana, United States11-50 Employees
Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.
Stockman Wealth Management's revenue is estimated to be in the range of $10M$25M
Stockman Wealth Management's revenue is estimated to be in the range of $10M$25M