Montag Wealth Management | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Montag Wealth Management is a financial advisory firm offering personalized investment management and financial planning services to individuals, families, and institutions, aiming to help clients achieve their financial goals through tailored strategies.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

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