Insights

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Mathis Wealth Management Tech Stack

Mathis Wealth Management uses 8 technology products and services including Hotjar, Open Graph, jQuery, and more. Explore Mathis Wealth Management's tech stack below.

Hotjar
Analytics
Open Graph
Content Management System
jQuery
Javascript Libraries
Swiper
Javascript Libraries
Elementor
Page Builders
Priority Hints
Performance
Bootstrap
UI Frameworks
Facebook
Widgets

Media & News

Mathiswealth acquires Venturawealth.
Mathis Wealth Management acquires Ventura, California Wealth Management practice.
May 01, 2024 | www.prnewswire.com

Mathis Wealth Management's Email Address Formats

Mathis Wealth Management uses at least 1 format(s):

Mathis Wealth Management Email Formats	Example	Percentage
First@mathiswealth.com	John@mathiswealth.com	50%
First@mathiswealth.com	John@mathiswealth.com	50%

Frequently Asked Questions

What is Mathis Wealth Management's official website and social media links?

Mathis Wealth Management's official website is mathiswealth.com and has social profiles on LinkedIn.

What is Mathis Wealth Management's SIC code NAICS code?

Mathis Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Mathis Wealth Management have currently?

As of December 2025, Mathis Wealth Management has approximately 7 employees across 1 continents, including North America. Key team members include Ceo At Mathis Wealth Management: L. M.Operations Director: J. P.Financial Advisor: P. A.. Explore Mathis Wealth Management's employee directory with LeadIQ.

What industry does Mathis Wealth Management belong to?

Mathis Wealth Management operates in the Investment Management industry.

What technology does Mathis Wealth Management use?

Mathis Wealth Management's tech stack includes HotjarOpen GraphjQuerySwiperElementorPriority HintsBootstrapFacebook.

What is Mathis Wealth Management's email format?

Mathis Wealth Management's email format typically follows the pattern of First@mathiswealth.com. Find more Mathis Wealth Management email formats with LeadIQ.

When was Mathis Wealth Management founded?

Mathis Wealth Management was founded in 2015.

Mathis Wealth Management

Q: How many employees does Mathis Wealth Management have currently?

Mathis Wealth Management has approximately 7 employees.

Q: What technology does Mathis Wealth Management use?

Mathis Wealth Management's tech stack includes reCAPTCHA, WP Engine, jQuery Migrate, Modernizr, Google Fonts API.

Investment ManagementArizona, United States2-10 Employees

At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life. We offer comprehensive financial services tailored to meet our clients' unique hopes, needs and values, whether you're a family steward making decisions about your family's wealth, or an active retiree looking for a confidant in your financial wellness. Through pro-active values-based financial planning, Mathis Wealth Management is prepared to be your partner and exceed your expectations.

Securities offered through United Planners Financial Services, member FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners Financial Services.