The Monteverde Group
Financial Services • 
Pittsburgh, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | Three Gateway Center, Suite 2300, Pittsburgh, PA 15222, US |
| Phone number | +14123910419 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 11-20 |
| Socials |
Key Contact at The Monteverde Group
Adri Bleier
Vice President
The Monteverde Group Email Formats
The Monteverde Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@monteverdegroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@monteverdegroup.com | 66.7% |
{first name}{last name} | johndoe@monteverdegroup.com | 33.3% |
About The Monteverde Group
The Monteverde Group, LLC is a pioneering organization serving clients across the United States. With our technological links to the global market, access to major policy making organizations, and a network of financial talent and experience. We are committed to providing personalized service to help our clients pursue their goals and to pass on the fruits of their success to those they love. We have a strong desire to earn the client’s trust through competent and informed caring. We ensure that the financial and tax planning strategies we provide are based upon extensive market research, financial insight and comprehensive planning with integrity. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The Monteverde Group revenue & valuation
| Annual revenue | $5,592,763 |
| Revenue per employee | $431,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Monteverde Group has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
The Monteverde Group has never raised funding before.
Canada
France
Spain
Frequently asked questions
4.8
40,000 users
