A complete list of active advisors currently associated with Mont AI

Warmer can help you find a great advisor at Mont AI or one who fits your needs even better.

Mont AI provides discretionary investment management to individual clients, including high-net-worth individuals, through an interactive mobile application. The firm implements a direct-indexing approach that tracks the S&P 500 and offers tax-loss harvesting tailored to each client's objectives, preferences, and risk profile. Clients interact with Mont AI via a conversational artificial‑intelligence chatbot that collects information on investment goals, risk tolerance, liquidity needs, and restrictions in natural language; a proprietary algorithm performs suitability assessments and constructs and manages portfolios accordingly. Portfolios are monitored and rebalanced by the algorithm for index tracking and harvesting opportunities, and clients may update preferences or restrictions through the Platform at any time. Mont AI is registered as an internet‑only adviser and has amended its operations to deliver advice exclusively through its Platform, foregoing human advisers and requiring clients to establish accounts with Apex as the qualified custodian and execution venue. The firm is newly formed (December 2025) and operates at a small scale with a limited client base, and its combination of AI-driven decisioning, conversational client input, direct indexing of individual equities, and potentially frequent trading for tax-loss harvesting differentiates its operational model from many peers.

To learn more about the advisors currently working at Mont AI, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Martin Attiq	San Francisco, CA	0

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