Insights

Loading spinner
Gathering insights about Matrix Financial, LLC

Similar companies to Matrix Financial, LLC

Matrix Financial, LLC Tech Stack

Matrix Financial, LLC uses 8 technology products and services including Amazon Web Services, Font Awesome, jQuery, and more. Explore Matrix Financial, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • YUI
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Lua
    Programming Languages
  • Nginx
    Web Servers

Media & News

Matrix Financial, LLC's Email Address Formats

Matrix Financial, LLC uses at least 1 format(s):
Matrix Financial, LLC Email FormatsExamplePercentage
Last@matrixtax.comDoe@matrixtax.com
77%
First@matrixtax.comJohn@matrixtax.com
8%
FirstL@matrixtax.comJohnD@matrixtax.com
7%
FLast@matrixtax.comJDoe@matrixtax.com
8%

Frequently Asked Questions

Where is Matrix Financial, LLC's headquarters located?

Minus sign iconPlus sign icon
Matrix Financial, LLC's main headquarters is located at 60 Walnut St., Wellesley, MA, US. The company has employees across 2 continents, including North AmericaAsia.

What is Matrix Financial, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Matrix Financial, LLC'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 Matrix Financial, LLC's official website and social media links?

Minus sign iconPlus sign icon
Matrix Financial, LLC's official website is matrixtax.com and has social profiles on LinkedIn.

What is Matrix Financial, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
Matrix Financial, LLC's SIC code is 6282 - Investment Advice NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Matrix Financial, LLC have currently?

Minus sign iconPlus sign icon
As of October 2025, Matrix Financial, LLC has approximately 7 employees across 2 continents, including North AmericaAsia. Key team members include President: G. L.Partner: L. H.Managing Partner: J. S.. Explore Matrix Financial, LLC's employee directory with LeadIQ.

What industry does Matrix Financial, LLC belong to?

Minus sign iconPlus sign icon
Matrix Financial, LLC operates in the Accounting industry.

What technology does Matrix Financial, LLC use?

Minus sign iconPlus sign icon
Matrix Financial, LLC's tech stack includes Amazon Web ServicesFont AwesomejQueryHammer.jsYUIOWL CarouselLuaNginx.

What is Matrix Financial, LLC's email format?

Minus sign iconPlus sign icon
Matrix Financial, LLC's email format typically follows the pattern of Last@matrixtax.com. Find more Matrix Financial, LLC email formats with LeadIQ.

Matrix Financial, LLC

AccountingUnited States2-10 Employees

Matrix Financial, LLC is a tax and consulting firm serving high net worth individuals, privately held businesses and non-profit organizations. 

We provide a variety of services including:
•	Tax Preparation 
•	Tax Planning
•	Personal Financial Planning
•	IRS and State Audit Representation
•	Domestic Relations Consulting and Forensic Accounting
•	Monthly Bookkeeping Services
•	Payroll Reporting

Our primary goal is to provide insightful advice to enable our clients to make informed financial decisions.  Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.  By combining our expertise, our experience and the energy of our staff, each client receives close personal and professional attention.

Section iconCompany Overview

Headquarters
60 Walnut St., Wellesley, MA, US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Matrix Financial, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Matrix Financial, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.