Insights

StrategicFocus Target mid-market family-owned and privately held firms seeking executive advisory in finance, accounting, and leadership development, leveraging CUSTOMatrix's 20+ year expertise and multidisciplinary approach.

Growth Enablement Position as a partner to drive wealth creation and business resilience for small teams, offering scalable advisory services that align with their mission to build healthy, growing companies.

Digital Readiness Leverage current tech stack including Microsoft 365 and lightweight web technologies to propose modernized finance and governance solutions, with opportunities for efficiency gains and data-driven decision making.

Revenue Upsell Capitalize on the firm’s revenue range to offer premium financial management, succession planning, and executive development programs as high-margin, repeatable services.

Competitive Position Differentiate from peers by emphasizing deep industry experience in privately held and family-owned businesses, quick onboarding for small teams, and tangible outcomes in wealth-building and resilience.

Similar companies to CUSTOMatrix, Inc.

CUSTOMatrix, Inc. Tech Stack

CUSTOMatrix, Inc. uses 8 technology products and services including Crazy Egg, iCIMS, WordPress, and more. Explore CUSTOMatrix, Inc.'s tech stack below.

CUSTOMatrix, Inc.'s Email Address Formats

CUSTOMatrix, Inc. uses at least 3 email formats:
CUSTOMatrix, Inc. Email FormatsExamplePercentage
FLast@customatrix.comJDoe@customatrix.com
90%
Last@customatrix.comDoe@customatrix.com
7%
LFirst@customatrix.comDJohn@customatrix.com
3%

Frequently Asked Questions

What is CUSTOMatrix, Inc.'s phone number?

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You can contact CUSTOMatrix, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CUSTOMatrix, Inc.'s official website and social media links?

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CUSTOMatrix, Inc.'s official website is customatrix.com and has social profiles on LinkedIn.

How much revenue does CUSTOMatrix, Inc. generate?

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As of September 2026, CUSTOMatrix, Inc.'s annual revenue is estimated to be $10M - $25M.

What is CUSTOMatrix, Inc.'s SIC code and NAICS code?

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CUSTOMatrix, Inc.'s SIC code is 9111 - Executive Offices and NAICS code is 92111 - Executive Offices.

How many employees does CUSTOMatrix, Inc. have currently?

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As of September 2026, CUSTOMatrix, Inc. has approximately 10 employees across 1 continents, including North America. Key team members include Chief Information Officer: L. A., Manager: G. W. and Manager: J. B. Explore CUSTOMatrix, Inc.'s employee directory with LeadIQ.

What industry does CUSTOMatrix, Inc. belong to?

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CUSTOMatrix, Inc. operates in the Executive Offices industry.

What technology does CUSTOMatrix, Inc. use?

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CUSTOMatrix, Inc.'s tech stack includes Crazy Egg, iCIMS, WordPress, Microsoft 365, SendGrid, jQuery Migrate, Really Simple Discovery and Piwik PRO Core.

What is CUSTOMatrix, Inc.'s email format?

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CUSTOMatrix, Inc.'s email format typically follows the pattern of FLast@customatrix.com. Find more CUSTOMatrix, Inc. email formats with LeadIQ.

When was CUSTOMatrix, Inc. founded?

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CUSTOMatrix, Inc. was founded in 2005.
CUSTOMatrix, Inc. logo

CUSTOMatrix, Inc.

Executive OfficesCalifornia, United States2-10 Employees

CUSTOMatrix, Inc. is an executive consulting firm based in San Diego, California, that serves privately held and family-owned businesses. Founded in 2005, the company brings together experienced professionals with a focus on finance and accounting, alongside executive and leadership development, to deliver comprehensive solutions aimed at building healthy, growing, and resilient organizations. Its work centers on helping clients transform how they create wealth by aligning strategic financial guidance with leadership capabilities to position businesses for ongoing success. With a multidisciplinary team that typically has extensive experience in their respective fields, CUSTOMatrix operates within the executive offices industry, offering advisory services designed to address the challenges faced by closely held enterprises and family-owned firms.

Section iconCompany Overview

Phone number
SIC Code
9111 - Executive Offices
NAICS Code
92111 - Executive Offices
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    CUSTOMatrix, Inc.'s revenue is estimated to be in the range of $10M - $25M

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