Fortis Management Group
Finance · Massachusetts, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
800 South St Ste 255, Waltham, Massachus...Phone Number
(781) 899-4350Website
www.fortismgmt.comRevenue
$18.4 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
1
2
1
About Fortis Management Group
Fortis Management Group offers unbiased family office services tailored for ultra-high net worth families, focusing on empowering clients to make informed financial decisions. Established in 2005, the company emphasizes integrity and transparency while providing strategic analysis across various financial aspects. Their services include cash management, family governance, investment administration, philanthropy, reporting, risk management, tax, and trust and estate planning. The dedicated team of expert generalists ensures clear communication and cohesive strategies to meet the evolving goals of their clients.Explore more
Fortis Management Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Fortis Management Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Fortis Management Group has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Fortis Management Group recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Fortis Management Group
Check if Fortis Management Group has recently received funding, and reach out quickly before it becomes old news!
Check out if Fortis Management Group is spiking on competitors!
Product Launch: Get notified when Fortis Management Group launches new products
Fortis Management Group, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Fortis Management Group had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Fortis Management Group
Compare insights from companies similar to Fortis Management Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Fortis Management Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Fortis Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fortis Management Group.
Fortis Management Group financials insights
Gather financial insights about Fortis Management Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Fortis Management Group Tech Stack
A closer look at the technologies used by Fortis Management Group
See more technologies
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Facilities Relocation / Expansion
Fortis Management Group is planning to move offices in October 2023. The move will impact approximately 35 employees at the existing office located at 800 South St, Waltham, MA.
Funding
Fortis Management Group has received an SBA PPP loan for $150,000-350,000 from TD Bank, supporting the retention of 10 jobs.
Funding
Fortis Management Group News & Media
Emigrant to acquire majority of Fortis Management Group
Fortis will anchor Emigrant’s new unit offering specialised non-investment family office services to wealthy clients.Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office
Fortis will serve as the cornerstone of a new, dedicated Emigrant business unit delivering specialized non-investment family office services to ultra-high-net-worth families and RIAs MIAMI, March 4, 2026 /PRNewswire/ -- Emigrant Bancorp, Inc. ("Emigrant"), the parent company of Emigrant...Nicole Bailey Joins Fortis Management Group LLC
Experienced Family Office Executive Joins Team to Help Serve Growing Roster of Ultra-High Net Worth Clients (PRWeb June 16, 2021) Read the full story at https://www.prweb.com/releases/nicole_bailey_joins_fortis_management_group_llc/prweb18006113.htm
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Fortis Management Group
Sign Up For FreeTo access detailed company insights
Fortis Management Group offers unbiased family office services tailored for ultra-high net worth families, focusing on empowering clients to make informed financial decisions. Established in 2005, the company emphasizes integrity and transparency while providing strategic analysis across various financial aspects. Their services include cash manage... Read More
