Montgomery Investment Technology, Inc.

Montgomery Investment Technology, Inc.

Valuation services and software for options

Overview

MITI focuses on valuing options and derivative securities for financial professionals. It offers valuation services for ASC 718/815/820 and SEC pay-vs-performance, plus fair value estimates for TSRs, price targets, convertibles, warrants, and other complex instruments. Its software suite includes FinTools XL (Excel add-in), FinCalcs.NET (web-based calculators for options, exotics, bonds, and volatility), and FinTools API Library to integrate tools into other apps, along with expert valuation consulting and training. Its goal is to provide accurate, independent valuations and combine valuation theory, software tools, and consulting to support reliable reporting and analysis.

About Montgomery Investment Technology, Inc.

Simplify's Rating
Why Montgomery Investment Technology, Inc. is rated
C
Rated C on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Consulting

Enterprise Software

Financial Services

Company Size

1-10

Company Stage

N/A

Total Funding

N/A

Headquarters

Camden, New Jersey

Founded

1988

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Simplify's Take

What believers are saying

  • The site refreshed product and updates pages in July-August 2026, signaling active maintenance.
  • FinTools markets free consultations and live demos, supporting lead generation and enterprise sales.
  • Regulatory compliance messaging targets accounting teams needing quarterly derivative mark-to-market support.

What critics are saying

  • MITI shows no public funding, hiring, or press coverage, limiting market visibility.
  • Heavy focus on spreadsheet add-ins leaves FinTools vulnerable to Microsoft Excel ecosystem changes.
  • A tiny niche business can disappear if one enterprise client migrates to larger vendors.

What makes Montgomery Investment Technology, Inc. unique

  • FinTools XL packages option, exotic option, bond, futures, and risk models inside Excel.
  • OPTIONS XL is ASC 718, ASC 815, ASC 820, and SEC compliant for reporting.
  • MITI also sells consulting plus live demos for derivative valuation and accounting.

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Benefits

Health Insurance

Flexible Work Hours

Performance Bonus

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