VerifiedFinancial Services· Founded 2012

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.

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Waltham, United States24(11 to 50)$1M to <$10M2012montisfinancial.com LinkedIn

Verified contacts

22

available on Kipplo

LinkedIn employees

24

11 to 50 range

Open roles

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no listings

Distinct roles

12

indexed titles

Tech stack

0

tools in use

Monthly traffic

109

organic / mo

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Top roles at Montis Financial

12 distinct titles indexed · top 10 shown.

6senior financial advisor
2founder and adviser emerita
2managing partner
1()
1chief operating officer
1executive assistant & office manager
1executive chairman
1fellow
1financial advisor
1financial planner
+2more titles

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