Insights

Growing Market Presence Matson Money has received multiple industry awards and recognition, including ranking as a top small workplace and receiving prestigious TITAN and Hermes awards, highlighting its strong reputation and growth potential in the wealth management sector.

Innovative Retirement Solutions The recent launch of The American Dream 401(k) indicates the company's focus on expanding its retirement planning offerings, presenting opportunities to collaborate on tailored employee investment programs.

Digital Engagement Strategies With awards in social media creative content like Viddy Awards, Matson Money emphasizes a strong digital and social media presence, ideal for sales strategies that leverage content marketing and online engagement.

Academic and Industry Leadership The addition of respected figures like Dr. David Eagleman to its advisory board showcases an emphasis on thought leadership and academic credibility, which can be leveraged to build partnerships and co-branded educational initiatives.

Alignment with Values-Based Investing Matson Money’s mission to align investment strategies with personal values and discover true purpose for money creates potential for targeted offerings in sustainable, impact, or socially responsible investing services tailored for conscientious investors.

Matson Money Tech Stack

Matson Money uses 8 technology products and services including WordPress, Cloudflare, MySQL, and more. Explore Matson Money's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Apple iCloud Mail
    Email
  • GSAP
    Javascript Frameworks
  • Java
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology

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 Blvd, Mason, Ohio 45040, US. 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 stock symbol?

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Matson Money is a publicly traded company; the company's stock symbol is N/A.

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 November 2025, Matson Money has approximately 76 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 WordPressCloudflareMySQLApple iCloud MailGSAPJavaX-Content-Type-OptionsHTTP/3.

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 ManagementUnited 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 Blvd, Mason, Ohio 45040, US
Phone number
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Matson Money's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Matson Money's revenue is estimated to be in the range of $100M$250M

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