Fortis Management Group
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Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

800 South St Ste 255, Waltham, Massachus...

Phone Number

(781) 899-4350

Revenue

$18.4 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Fortis Management Group Org Chart

Jay Goldfarb, Founder & Managing Director & Chief Executive Officer at Fortis Management Group
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Founder & Managing Director & Chief Executive...

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KT
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Managing Director, Senior Client Advisor

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KD
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Manager, Client Advisor

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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.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortis Management Group

$18.4M
51-200
Private
<$5M
2005
Jay Goldfarb, Founder & Managing Director & Chief Executive Officer at Fortis Management Group
Jay GoldfarbFounder & Managing Director & CEO
$41.2M
51-200
Private
-
2004
MO
Michael OliveriChief Financial Officer
$16M
51-200
Private
<$5M
1995
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Illustration of an envelope

Fortis Management Group Tech Stack

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Frequently Asked Questions Regarding Fortis Management Group

What is Fortis Management Group's official website?
Fortis Management Group's official website is www.fortismgmt.com
What is Fortis Management Group's Revenue?
Fortis Management Group's revenue is $18.4 Million
What is Fortis Management Group's SIC code?
Fortis Management Group's SIC: 62,628
What is Fortis Management Group's NAICS code?
Fortis Management Group's NAICS: 52,523
How many employees does Fortis Management Group have?
Fortis Management Group has 51-200 employees
What industry does Fortis Management Group belong to?
Fortis Management Group is in the industry of: Finance, Securities Trading
What is Fortis Management Group competition?
Fortis Management Group top competitors include: Kraft Asset Management, Simon Quick Advisors, FCA Corp, Radnor Financial Advisors
What companies has Fortis Management Group acquired?
Fortis Management Group has acquired the companies: DollarSavingsDirect, Fortis Management Group
What technology does Fortis Management Group use?
Some of the popular technologies that Fortis Management Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Fortis Management Group?
Fortis Management Group contact info: Phone number: (781) 899-4350 Website: www.fortismgmt.com
What does Fortis Management Group do?

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... ment, 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.Read More

What are Fortis Management Group social media links?
Fortis Management Group Linkedin page Fortis Management Group Twitter page
Is Fortis Management Group a public company?
Fortis Management Group is private company therefore does not currently have an official ticker symbol
See more information about Fortis Management Group

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