Montaña & Associates

What Montaña & Associates does

Montaña & Associates was a U.S.-based information governance consulting firm specializing in expert data governance, custom advisory services, and compliance support for organizations managing records and data lifecycle complexity. The firm served clients seeking guidance on information governance programs, data compliance frameworks, and records management strategy, addressing pain points around regulatory requirements and data management complexity. Operating on a horizontal segmentation approach, Montaña & Associates provided consulting engagements to clients across multiple industries requiring structured governance expertise.

In 2021, Montaña & Associates was acquired by Access Information Management, a private, PE-backed (Berkshire Partners and GI Partners) records and information management company founded approximately in 2005. Following the acquisition, Montaña's capabilities were folded into Access's broader information governance consulting line, which complements Access's dual-brand portfolio: Access Unify (a digital transformation suite with Records, Lifecycle, Health, and Energy modules) and Access Classic (physical records storage, scanning, shredding, and services portal). Access has grown through an aggressive acquisition strategy, expanding into Canada, Latin America, and the Caribbean, and serves industries including financial, healthcare, legal, insurance, and energy.

As an acquired subsidiary, Montaña & Associates no longer operates as a standalone brand. Its revenue, headcount, and pricing are not publicly disclosed, and its strategic direction is now governed by Access's broader portfolio strategy. The combined platform holds certifications including NAID AAA, PRISM International, SOC 3, PCI DSS, GDPR, CCPA, TRUSTe, and EU-U.S. Data Privacy Framework compliance, supporting enterprise clients with regulated records management needs.

Name

Montaña & Associates

Legal name

Montaña & Associates

Website

https://montana-associates.com

Company type

Private

Founded year

1999

Operating status

Acquired

Headcount range

1–10 employees

Short description

Montaña & Associates is a U.S.-based information governance consulting firm acquired by Access Information Management in 2021, providing expert data governance, compliance advisory, and records management consulting services to organizations seeking structured information governance programs.

Ownership category

akta.pro rank

Headquarters

HQ city

Englewood

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Core offering

Montaña & Associates was an information governance consulting firm that provided expert data governance advisory and custom consulting services to organizations. The firm focused on helping clients address information governance challenges, data compliance requirements, and records management strategy. Following its 2021 acquisition by Access Information Management, the firm's capabilities have been integrated into Access's broader information management services portfolio.

Product overview

Access Information Management offers a dual-brand portfolio consisting of the Access Unify platform (digital transformation suite) and Access Classic (traditional physical records management). The Access Unify platform includes modular components: Records for digital file/asset management, Lifecycle for retention and compliance scheduling, Health for EHR data archival, and Energy for geospatial/land file management. Access Classic provides offsite physical storage, document scanning/imaging, secure shredding, and an associated services portal. The company also offers information governance consulting, data breach response services, and has acquired several specialized solutions including CartaHR (employee document management), Virgo (retention/privacy compliance), and Triyam (EHR data archival). Montaña & Associates was acquired as an information governance consulting firm to expand Access's data governance expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Information Governance Consulting Expert advisory consulting service that helps organizations design, implement, and operationalize information governance programs, with focus on data governance, records management strategy, and data compliance advisory for enterprise clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Access Information ManagementcoreOthersMontaña & Associates was acquired by Access Information Management. The acquisition brought expanded document management offerings, expert data governance, and custom service dedicated to client success under the Access brand.

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat3 records

Customer concentration

• Xx.com/accesstoday
• YouTubeyoutube.com/channel/UClUn_xaQHlMB9fZwoIhK0Tg
• Facebookfacebook.com/accesstoday
• LinkedInlinkedin.com/company/access-information-management
• Instagraminstagram.com/accesstoday

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montaña & Associates