About Us
Montgomery Securities is a boutique investment banking and asset management firm with a singular mission: to bridge innovation and capital. We advise emerging growth companies on mergers & acquisitions, capital formation, IPO preparation, and provide institutional investors with access to private market opportunities.
Our investment banking practice delivers strategic, operational, and financial insight to founders, boards, and executives navigating critical inflection points. In parallel, our asset management platform curates a range of alternative investment strategies tailored to sophisticated investors seeking long-term, risk-adjusted returns.
Founded on the entrepreneurial principles of the West Coast, Montgomery Securities is a trusted partner to both founders and investors - defined not by scale, but by unwavering conviction, and a commitment to long-term value creation.