Montis Financial, LLC
Montis Financial, LLC is a multi-family office headquartered in Waltham. Founded in 2012 by seasoned wealth advisers, the firm manages assets for high-net-worth families, providing integrated investment management, financial planning, tax, estate and legacy...
Montis Financial, LLC
Montis Financial, LLC is a multi-family office headquartered in Waltham. Founded in 2012 by seasoned wealth advisers, the firm manages assets for high-net-worth families, providing integrated investment management, financial planning, tax, estate and legacy services aligned with intergenerational objectives. Montis pairs fee-only advice with independent research to preserve and grow family capital—delivering coordinated wealth and family-office solutions.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Waltham
Corporate office
230 Third Avenue, Waltham, MA
Frequently asked questions
What is Montis Financial, LLC?
Montis Financial, LLC is a multi family office headquartered in Waltham.
When was Montis Financial, LLC founded?
Montis Financial, LLC was founded in 2012.
Where is Montis Financial, LLC headquartered?
Montis Financial, LLC is headquartered in Waltham, in the North America region.
What does Altss track for Montis Financial, LLC?
Altss maintains an OSINT-verified profile of Montis Financial, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Montis Financial, LLC's website?
Montis Financial, LLC's public website is montisfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Montis Financial, LLC?
Montis Financial, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Montis Financial, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Montis Financial, LLC?
Montis Financial, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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