Montis Financial

Financial Services • Waltham, Massachusetts, United States • 21-50 Employees

Company overview

Headquarters	230 Third Ave Floor 3, Waltham, MA 02451, US
Phone number	+17815415057
Website	montisfinancial.com
NAICS	52
SIC	628
Founded	2012
Employees	21-50

Key Contact at Montis Financial

John Yanchek

Ceo

Montis Financial Email Formats

Montis Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@montisfinancial.com), used 60.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@montisfinancial.com	60.9%
{first name}{last name}	johndoe@montisfinancial.com	34.8%
{last name}{last name}	doedoe@montisfinancial.com	4.3%

About Montis Financial

Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.

Montis Financial revenue & valuation

Annual revenue	$2,053,320
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,600,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Senior

Entry

C-Suite

Employees by Department

Montis Financial has 14 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Montis Financial's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-01-01	1	N/A

Funding Insights

Number of funding rounds

Montis Financial Tech Stack

Discover the technologies and tools that power Montis Financial's digital infrastructure, from frameworks to analytics platforms.

Salesforce Marketing Cloud Account Engagement

Marketing automation

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Node.js

Programming languages

Slick

JavaScript libraries

Open Graph

Miscellaneous

Zoho

CRM

Google Analytics

Analytics

YouTube

Video players

RSS

Miscellaneous

Frequently asked questions

Montis Financial is located in Waltham, Massachusetts, US.

You can reach Montis Financial at +17815415057.

Montis Financial was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Montis Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Montis Financial

John Yanchek

Ceo

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