Insights

HighValue Niche Montage Financial Group specializes in risk-managed insurance investments through Life Settlements, presenting a clear alternative asset strategy for accredited or institutional investors seeking diversification and potential downside protection.

Wealth Team Recognized repeatedly on top wealth management lists (Forbes Best-in-State, Barron’s Top 100 Private Wealth Teams, and Top 100 in 2023), indicating a strong reputation and potential referral opportunities from high-net-worth networks.

Executive Access Senior recognition and established client base suggest decision-makers likely engage in targeted outreach; ideal for executive-level partnerships, co-marketing, and cross-sell of Life Settlement-related services to sophisticated investors.

Growth Signal Revenue range of 10–25 million with a history of multi-billion-dollar deal facilitation implies scale with possible needs for enhanced service platforms, compliance tooling, and privacy/security solutions to support expanding transaction volumes.

Tech Stack Current tech includes AWS, MySQL, and web frameworks; offers opportunity to upsell enterprise data services, security enhancements, and analytics capabilities to optimize risk assessment, portfolio management, and reporting for life settlement investments.

Montage Financial Group, Inc. Tech Stack

Montage Financial Group, Inc. uses 8 technology products and services including Trident AB, html5media, Amazon Web Services, and more. Explore Montage Financial Group, Inc.'s tech stack below.

Trident AB

A/B Testing

html5media

Audio, Video, Graphics

Amazon Web Services

Cloud Hosting

MySQL

Database

Slick

Javascript Libraries

ZURB Foundation

UI Frameworks

X-Content-Type-Options

Web & Portal Technology

jQuery Waypoints

Web Tools And Plugins

Montage Financial Group, Inc. Email Formats	Example	Percentage
First@montagegroup.com	John@montagegroup.com	75%
Last@montagegroup.com	Doe@montagegroup.com	25%

Montage Financial Group, Inc. Email Formats

Example

Percentage

First@montagegroup.com

John@montagegroup.com

75%

Last@montagegroup.com

Doe@montagegroup.com

25%

Frequently Asked Questions

What is Montage Financial Group, Inc.'s phone number?

You can contact Montage Financial Group, Inc.'s main corporate office by phone at

+1-949-367-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Montage Financial Group, Inc.'s official website and social media links?

Montage Financial Group, Inc.'s official website is montagegroup.com and has social profiles on LinkedIn.

How much revenue does Montage Financial Group, Inc. generate?

As of July 2026, Montage Financial Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Montage Financial Group, Inc.'s NAICS code?

Montage Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Montage Financial Group, Inc. have currently?

As of July 2026, Montage Financial Group, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Team Business Manager: K. R.. Explore Montage Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Montage Financial Group, Inc. belong to?

Montage Financial Group, Inc. operates in the Financial Services industry.

What technology does Montage Financial Group, Inc. use?

Montage Financial Group, Inc.'s tech stack includes Trident ABhtml5mediaAmazon Web ServicesMySQLSlickZURB FoundationX-Content-Type-OptionsjQuery Waypoints.

What is Montage Financial Group, Inc.'s email format?

Montage Financial Group, Inc.'s email format typically follows the pattern of First@montagegroup.com. Find more Montage Financial Group, Inc. email formats with LeadIQ.

When was Montage Financial Group, Inc. founded?

Montage Financial Group, Inc. was founded in 2002.

Montage Financial Group, Inc.

Q: How many employees does Montage Financial Group, Inc. have currently?

Montage Financial Group, Inc. has approximately 6 employees.

Q: What technology does Montage Financial Group, Inc. use?

Montage Financial Group, Inc.'s tech stack includes YUI, Yoast SEO, yepnope.js, jQuery Waypoints, jQuery Migrate.

Q: What is Montage Financial Group, Inc.'s NAICS code?

Montage Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Montage Financial Group, Inc. is a financial services firm headquartered in San Juan Capistrano, California, with a small staff of 2 to 10 employees. The company specializes in risk-managed insurance investments called Life Settlements, involving a lump-sum cash settlement to a policyholder in exchange for ownership rights to the policy. It serves accredited and institutional investors seeking to add this alternative strategy to portfolios, and also directs policy owners to licensed representatives to assess eligibility and potential benefits when they need premium relief or a better fit. Founded in 2002, Montage describes itself as an experienced settlement provider and reports having facilitated several billion dollars in Life Settlement transactions. The firm maintains its website at montagegroup.com and has been recognized in industry listings, including Forbes Best-in-State Wealth Management Teams and Barron’s Top 100 Private Wealth Teams lists for 2023 and 2024.

Insights

Similar companies to Montage Financial Group, Inc.

Horizon Financial Group

Umbrella Financial Services

Vantage Point Financial