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Montaña & Associates helps companies gain control of their data. We are a consulting firm that specializes in domestic and global record retention schedules and other related information governance issues. We deliver comprehensive, practical plans that allow our clients to organize and manage their data – and avoid the regulatory missteps, litigation and bad publicity that can trap the unwary. The companies we serve span a wide range of industries – from financial services to telecommunications, from energy to pharmaceuticals – and often operate in highly regulated environments. Montaña & Associates has advised many companies on the Fortune 100 and 500, and we have helped clients stay compliant worldwide. Montaña & Associates’ consulting services include: ++ Global and domestic retention schedules ++ Policy and procedure development ++ Annual retention schedule management and updates ++ Information governance strategies ++ Big Data and Little Data integration plans ++ Global privacy compliance ++ Technology tools assessment and acquisition guidance ++ Records and information management, audits and compliance ++ Legacy records and repository guidance ++ Education and training LexiTrac™ powered by Montaña & Associates is a revolutionary retention schedule development and management tool. It empowers users to master their data through an intelligent, easy-to-use web platform and predictable subscription-based pricing. To learn more visit lexitrac.com

Website http://www.montana-associates.com
Revenue $8 million
Employees 4 (2 on RocketReach)
Founded 1999
Address 4340 S. Pennsylvania, Englewood, Colorado 80113, US
Phone (800) 516-7460
Industry Legal Services, Information & Document Management, Consulting, Business Services, Information Technology, Legal, Professional Services
Competitors Morgan Stanley, Bank of America, Citi, Credit Suisse, Goldman Sachs, HSBC, Wells Fargo, UBS, J.P. Morgan, Deutsche Bank S.A.E. +51 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 51 Companies, NAICS Code 5182 Companies, NAICS Code 518 Companies

Montaña & Associates Questions

The Montaña & Associates annual revenue was $8 million in 2026.

2 people are employed at Montaña & Associates.

Montaña & Associates is based in Englewood, Colorado.

The NAICS codes for Montaña & Associates are [51, 5182, 518].

The SIC codes for Montaña & Associates are [737, 73].

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