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 expanded its offices within Montana and serves clients across the United States, indicating growth potential for regional or state-specific financial solutions and localized investment products.
Recognition for Excellence Being named one of the world's best banks by Forbes for four consecutive years enhances the firm's credibility and positions it as a desirable partner for premium financial services and strategic alliances.
Technologically Agile Utilizing modern tools such as DocuSign and SAP Maintenance, Repair, and Overhaul suggests openness to adopting innovative financial and operational technologies, creating opportunities for partnership in fintech integrations or secure digital services.
Community and Industry Engagement Partnerships like that with Montana Stockgrowers Association demonstrate a focus on community involvement and industry-specific initiatives, opening avenues to offer specialized financial products for agriculture, livestock, and rural enterprises.
Growth in Key Roles Recent promotions and new hires in agricultural lending and branch management highlight a strategic focus on expanding personalized services and deepening market penetration in agricultural and retail banking sectors, presenting sales opportunities in these areas.
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