Key facts
- Notable investors include The Cambria Group, Pacific Lake, WSC & Company, Partner Ventures, Kinderhook Partners — 7 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 7 names
- ·Watchlist + deal alerts for Montis Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Montis Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Montis Financial
Provider of fee-only financial planning and wealth management services intended to help individuals and business owners achieve long-term financial independence through personalized, fiduciary-driven strategies. The company's services encompass comprehensive financial planning, dynamic portfolio management, and retirement distribution strategies, offering tailored solutions to professionals, retirees, and entrepreneurs, enabling clients to make informed decisions and achieve their financial goals.
- Sector
- Financial Services
- HQ
- Waltham, MA, United States
- Employees
- 25
- Website
- montisfinancial.com/
- Ownership
- Privately Held (backing)
Montis Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Montis Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Montis Financial in its N-PORT filings yet. We sweep new filings monthly.