Monteia Sophia

Financial Services • 169 Madison Avenue Brg, Suite 2697, United States • 1-10 Employees

Company overview

Headquarters	169 Madison Avenue Brg, Suite 2697, New York, NY 10016, US
Website	monteiasophia.com
NAICS	52
Keywords	Emerging Markets, Wealth Management, Trading, Investment, Consulting, Commodities, Advisory, Portfolio Management, Publishing, ESG, Geopolitical Risk
Employees	1-10

Key Contact at Monteia Sophia

Malcolm Patrick Mccluskey

Founder & CEO

About Monteia Sophia

We are a boutique investment firm that thrives on the strength of our people and the power of our ideas. Our team, boasting over 100 years of collective experience, brings together specialists in global macro trends, technological innovation, and strategic risk oversight. We are more than a fund. We are a partnership committed to redefining success in the investment world. With a team that combines global perspectives, technological prowess, and a relentless pursuit of excellence. At Monteia Sophia LLC, we blend the agility of a boutique fund with the power of cutting-edge technology to uncover opportunities and deliver results. Launched in 2025, Monteia Sophia is a forward-thinking investment fund built for today’s fast-evolving markets. In our very first quarter, we’ve delivered a standout 25% return proof of our innovative strategy, expert leadership, and unwavering commitment to generating value. This is more than a strong start; it’s a signal of what’s to come. Our mission? To provide exceptional returns through a unique combination of human expertise, advanced tools, and a disciplined, risk-aware approach.

Monteia Sophia revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding