Insights

Wealth Management Expertise Mattern Capital Management focuses on comprehensive, high-touch wealth management services tailored for high-net-worth individuals and families, offering opportunities to provide advanced financial planning and estate solutions.

Strategic Partnering The firm collaborates closely with clients' tax, legal, and professional advisors, indicating a preference for integrated wealth solutions and open to partnerships with complementary financial service providers.

Client Segmentation Serving a small team with 11-50 employees suggests a boutique, personalized approach, ideal for high-touch services and potential to upsell comprehensive financial planning products or specialized advisory services.

Growth Potential With revenue estimates between $10 million and $25 million and a focus on affluent clients, there is significant scope for expansion into additional wealth management offerings or premium services tailored for ultra-high-net-worth individuals.

Technology Utilization The company's modern technical stack, including MySQL and SEO tools, demonstrates a digital presence conducive to marketing advanced financial products and engaging clients through innovative online channels.

Mattern Capital Management Tech Stack

Mattern Capital Management uses 8 technology products and services including MySQL, oEmbed, Microsoft 365, and more. Explore Mattern Capital Management's tech stack below.

MySQL

Database

oEmbed

Dev Tools

Microsoft 365

jQuery Migrate

Javascript Libraries

WP Engine

Platform As A Service

PHP

Programming Languages

reCAPTCHA

Security

Nginx

Web Servers

Mattern Capital Management Email Formats	Example	Percentage
First.Last@matterncapital.com	John.Doe@matterncapital.com	100%

Mattern Capital Management Email Formats

Example

Percentage

First.Last@matterncapital.com

John.Doe@matterncapital.com

100%

Frequently Asked Questions

Where is Mattern Capital Management's headquarters located?

Mattern Capital Management's main headquarters is located at 165 South Union Boulevard Lakewood, Colorado 80028 United States. The company has employees across 1 continents, including North America.

What is Mattern Capital Management's official website and social media links?

Mattern Capital Management's official website is matterncapital.com and has social profiles on LinkedIn.

What is Mattern Capital Management's NAICS code?

Mattern Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Mattern Capital Management have currently?

As of May 2026, Mattern Capital Management has approximately 15 employees across 1 continents, including North America. Key team members include Private Wealth Advisor: R. D.. Explore Mattern Capital Management's employee directory with LeadIQ.

What industry does Mattern Capital Management belong to?

Mattern Capital Management operates in the Financial Services industry.

What technology does Mattern Capital Management use?

Mattern Capital Management's tech stack includes MySQLoEmbedMicrosoft 365jQuery MigrateWP EnginePHPreCAPTCHANginx.

What is Mattern Capital Management's email format?

Mattern Capital Management's email format typically follows the pattern of First.Last@matterncapital.com. Find more Mattern Capital Management email formats with LeadIQ.

When was Mattern Capital Management founded?

Mattern Capital Management was founded in 2018.

Mattern Capital Management

Q: How many employees does Mattern Capital Management have currently?

Mattern Capital Management has approximately 15 employees.

Q: What technology does Mattern Capital Management use?

Mattern Capital Management's tech stack includes jQuery Migrate, Microsoft 365, JSON-LD, Adobe Fonts, RSS.

Q: What is Mattern Capital Management's NAICS code?

Mattern Capital Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

Mattern Capital Management is an independent, fee-only registered investment advisory firm that provides comprehensive wealth management services to individuals and families. The firm emphasizes a consultative process grounded in listening and learning to understand clients’ needs, concerns, and goals, with planning strategies that integrate input from tax, legal, and other professionals to align all aspects of a client’s financial life. Its services extend beyond traditional financial planning to ongoing, comprehensive wealth management designed for clients with higher asset levels, addressing complexities through coordinated expertise and year-round accountability. Based in Lakewood, Colorado, the company positions itself within the financial services industry as a boutique advisor focused on collaborative, multi-disciplinary planning for affluent clientele.

Insights

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