Insights

Niche Market Focus Matson Financial Advisors serves a specialized segment of individual and corporate clients seeking tailored financial planning, presenting opportunities to offer advanced financial technology solutions and personalized client engagement tools to enhance their advisory services.

Technology Stack Engagement Utilizing cloud services like Amazon S3 and analytics tools such as Google Analytics indicates openness to technology adoption, suggesting potential for selling data management, cybersecurity, and digital marketing services to improve operational efficiency.

Financial Stability With an annual revenue estimated between 10 to 25 million dollars, the firm demonstrates solid financial health, creating a credible partnership prospect for high-value software or service providers aiming to expand within the financial advisory space.

Growth Potential Being a smaller firm with a dedicated team of 2-10 employees, Matson Financial Advisors offers the opportunity for scalable, customized solutions such as CRM systems, client onboarding platforms, or staff training packages tailored to their size and growth aspirations.

Aligned Market Trends Operating within an industry characterized by major players with extensive resources, the firm presents an opportunity to introduce innovative fintech products and compliance solutions that help differentiate their services and stay competitive against larger firms.

Matson Financial Advisors, Inc Tech Stack

Matson Financial Advisors, Inc uses 8 technology products and services including Amazon S3, Unpkg, Open Graph, and more. Explore Matson Financial Advisors, Inc's tech stack below.

Amazon S3

Content Delivery Network

Unpkg

Content Delivery Network

Open Graph

Content Management System

Cloudflare

Content Management System

Font Awesome

Font Scripts

HSTS

Security

YouTube

Video Players

Google Analytics

Web Analytics

Matson Financial Advisors, Inc Email Formats	Example	Percentage
First@matsonfinancialadvisors.com	John@matsonfinancialadvisors.com	50%
First@matsonfinancialadvisors.com	John@matsonfinancialadvisors.com	50%

Matson Financial Advisors, Inc Email Formats

Example

Percentage

First@matsonfinancialadvisors.com

John@matsonfinancialadvisors.com

50%

First@matsonfinancialadvisors.com

John@matsonfinancialadvisors.com

50%

Frequently Asked Questions

Where is Matson Financial Advisors, Inc's headquarters located?

Matson Financial Advisors, Inc's main headquarters is located at 4 Mountainview Terrace Suite 104 Danbury, Connecticut 06810 United States. The company has employees across 1 continents, including North America.

What is Matson Financial Advisors, Inc's phone number?

You can contact Matson Financial Advisors, Inc's main corporate office by phone at

+1-203-743-****

. 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 Matson Financial Advisors, Inc's official website and social media links?

Matson Financial Advisors, Inc's official website is matsonfinancialadvisors.com and has social profiles on LinkedIn.

What is Matson Financial Advisors, Inc's SIC code NAICS code?

Matson Financial Advisors, Inc's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Matson Financial Advisors, Inc have currently?

As of February 2026, Matson Financial Advisors, Inc has approximately 7 employees across 1 continents, including North America. Key team members include President: M. M.Director Of Operations: J. P.Associate: K. M.. Explore Matson Financial Advisors, Inc's employee directory with LeadIQ.

What industry does Matson Financial Advisors, Inc belong to?

Matson Financial Advisors, Inc operates in the Financial Services industry.

What technology does Matson Financial Advisors, Inc use?

Matson Financial Advisors, Inc's tech stack includes Amazon S3UnpkgOpen GraphCloudflareFont AwesomeHSTSYouTubeGoogle Analytics.

What is Matson Financial Advisors, Inc's email format?

Matson Financial Advisors, Inc's email format typically follows the pattern of First@matsonfinancialadvisors.com. Find more Matson Financial Advisors, Inc email formats with LeadIQ.

When was Matson Financial Advisors, Inc founded?

Matson Financial Advisors, Inc was founded in 1993.

Matson Financial Advisors, Inc

Q: What technology does Matson Financial Advisors, Inc use?

Matson Financial Advisors, Inc's tech stack includes Modernizr, Amazon S3, Express, Open Graph, Cloudflare Bot Management.

Financial ServicesConnecticut, United States2-10 Employees

Matson Financial Advisors, Inc. is a caring team of professionals dedicated to meeting the financial goals of our individual and corporate clients.  We offer individual attention and tailor our advice to the unique circumstances of every client.  Ultimately, our independent recommendations help to provide financial security. 

We recognize that it is our professional responsibility to respect and protect the privacy of confidential information. We are proud of our ability to maintain the trust and confidence of our clients. As a Registered Investment Adviser firm, Matson Financial Advisors, Inc. is committed to the Fiduciary Standard of Care.

Advisory services offered through Matson Financial Advisors, Inc., a registered investment adviser. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Insights

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