Insights

Growing Market Presence Matson Money has been recognized as one of America's fastest growing TAMPS and has received multiple awards for business excellence, indicating a strong reputation and expanding client base that could be targeted for further financial products or advisory services.

Innovative Retirement Solutions The launch of The American Dream 401(k) reflects an emphasis on retirement planning aligned with clients' purpose-driven investing, presenting opportunities to promote complementary retirement or wealth transfer strategies.

Recognition and Awards Receiving multiple awards including the TITAN Business Awards and Hermes Creative Awards demonstrates industry recognition and credibility, which can be leveraged to build trust and attract high-net-worth or institutional clients seeking reputable investment management.

Sustainable Focus Matson Money's mission to promote global prosperity through capitalism and values-based investing suggests potential for developing impact investment portfolios or ESG-related advisory services appealing to socially conscious investors.

Technological Engagement Utilization of advanced tech tools like Figma, Adobe Creative Suite, and Microsoft 365 indicates a modern operational approach, creating openings to offer digital marketing solutions, client engagement platforms, or technology-driven financial tools tailored to their innovative culture.

Matson Money Tech Stack

Matson Money uses 8 technology products and services including Unpkg, BootstrapCDN, RSS, and more. Explore Matson Money's tech stack below.

  • Unpkg
    Content Delivery Network
  • BootstrapCDN
    Content Delivery Network
  • RSS
    Content Management System
  • Figma
    Design
  • Microsoft 365
    Email
  • WP Engine
    Platform As A Service
  • Apple Final Cut Pro
    Visualisation Software
  • Adobe Creative Suite
    Visualisation Software

Media & News

Matson Money's Email Address Formats

Matson Money uses at least 1 format(s):
Matson Money Email FormatsExamplePercentage
First.Last@matsonmoney.comJohn.Doe@matsonmoney.com
86%
Last@matsonmoney.comDoe@matsonmoney.com
10%
First@matsonmoney.comJohn@matsonmoney.com
2%
FLast@matsonmoney.comJDoe@matsonmoney.com
2%

Frequently Asked Questions

Where is Matson Money's headquarters located?

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Matson Money's main headquarters is located at 5955 Deerfield Boulevard Mason, Ohio 45040 United States. The company has employees across 1 continents, including North America.

What is Matson Money's phone number?

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You can contact Matson Money'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 Matson Money's official website and social media links?

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Matson Money's official website is matsonmoney.com and has social profiles on LinkedIn.

What is Matson Money's NAICS code?

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Matson Money's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Matson Money have currently?

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As of May 2026, Matson Money has approximately 79 employees across 1 continents, including North America. Key team members include Vp Of Advisor Relations: A. A.President, Ceo & Founder | Serving Nationally: M. M.Co-Chief Executive Officer: J. C.. Explore Matson Money's employee directory with LeadIQ.

What industry does Matson Money belong to?

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Matson Money operates in the Investment Management industry.

What technology does Matson Money use?

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Matson Money's tech stack includes UnpkgBootstrapCDNRSSFigmaMicrosoft 365WP EngineApple Final Cut ProAdobe Creative Suite.

What is Matson Money's email format?

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Matson Money's email format typically follows the pattern of First.Last@matsonmoney.com. Find more Matson Money email formats with LeadIQ.

When was Matson Money founded?

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Matson Money was founded in 1991.

Matson Money

Investment ManagementOhio, United States51-200 Employees

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. 


This content is based on the views, opinions, beliefs, or viewpoints of Matson Money, Inc.  This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 
 
All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors.  Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson. 
 
Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   
 
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures

Section iconCompany Overview

Headquarters
5955 Deerfield Boulevard Mason, Ohio 45040 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Matson Money's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Matson Money's revenue is estimated to be in the range of $50M$100M

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