About Fortis Management Group
Fortis Management Group is a Financial Services company based in Waltham (United States) founded in 2005, and was acquired by Emigrant in March 2026. It provides strategic financial analysis and management for ultra-high net worth families. It operates on a B2B and Fee-Only Advisory model. The company has 668 employees. Fortis Management Group offers products and services including Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services. Its focus areas include Finance, Wealth Management, Family Office and Ultra-High Net Worth Services. Its legal entity is FORTIS MANAGEMENT GROUP, LLC. Its competitors include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners; 2 of its 3 listed competitors have raised funding.
Company details
Fortis Management Group is a family office that delivers unbiased strategic analysis and customized services, including cash management, investment administration, and risk management, to ultra-high net worth families. Based in Waltham, MA, USA, they emphasize integrity and transparency to facilitate informed financial decisions and legacy planning. Their approach involves clear communication, implementation, and oversight of strategies tailored to clients evolving goals.
- Headquarters Waltham, United States
- Employees 668
- Stage Acquired
- SectorsFinancial Services
- Website fortismgmt.com
- Acquired by Emigrant (Mar 2026)
- Legal Name Fortis Management Group, Llc
Products & Services of Fortis Management Group
Fortis Management Group offers a comprehensive portfolio of products and services, including Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services.
Manages cash flows and liquidity for clients.
Administers investments to support financial growth.
Identifies and mitigates financial risks for families.
Handles tax planning and compliance matters.
Assists with charitable giving and strategy.
Investors in Fortis Management Group
Fortis Management Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Emigrant.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided throughout the United States. | 1850 | emigrant.com | New York, United States |
Investor details for Fortis Management Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Fortis Management Group
2 dated milestones of Fortis Management Group across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Fortis Management Group is founded.
- Exit Acquired by Emigrant.
Competitors of Fortis Management Group
Fortis Management Group has 3 listed competitors in our database, 2 of them funded. They include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services | ||
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. |
Detailed competitors of Fortis Management Group
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Fortis Management Group
The website of Fortis Management Group (fortismgmt.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▼ 12.4% vs previous month
Top companies in Single Family Offices
3 companies that operate in the same segment as Fortis Management Group (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Fortis Management Group
Complete news archive for Fortis Management Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Fortis Management Group
Fortis Management Group was founded in 2005.
Fortis Management Group is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.
Fortis Management Group has 668 employees.
Fortis Management Group is a family office that delivers unbiased strategic analysis and customized services, including cash management, investment administration, and risk management, to ultra-high net worth families. Based in Waltham, MA, USA, they emphasize integrity and transparency to facilitate informed financial decisions and legacy planning. Their approach involves clear communication, implementation, and oversight of strategies tailored to clients evolving goals.
Fortis Management Group's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Fortis Management Group offers Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services.
Fortis Management Group has 1 investor. Key investors include Emigrant.
Fortis Management Group operates through Fortis Management Group, Llc.
Yes. Fortis Management Group was acquired by Emigrant in March 2026.