Insights

Growing Market Presence Mattioli Woods has recently expanded its portfolio through the acquisition of Cullen Wealth Ltd and partnerships with firms like Myrtha Pools and Ausden Clark, indicating an active growth strategy that could benefit from tailored solutions in integration, consultancy, and technology support.

Strategic Technology Adoption With a modern tech stack including Azure Synapse Analytics, HubSpot, and Adobe Creative Suite, Mattioli Woods demonstrates a commitment to leveraging advanced analytics and digital tools, presenting opportunities for vendors offering innovative financial technologies and CRM solutions.

Financial Strength & Funding Though specific funding details are unavailable, the company’s substantial revenue and recent financing of $555 million position it as a robust client for larger-scale financial products, asset management services, and bespoke investment solutions.

Client-Centric Offerings Mattioli Woods focuses on personalized wealth management and employee benefits, making it a prime prospect for firms providing proprietary advisory platforms, employee engagement tools, and tailored pension or benefits administration services.

Market Engagement & Partnerships The company’s recent collaborations with financial advisors like T. Rowe Price and IRESS highlight its openness to integrating advanced financial products, creating cross-selling opportunities for fintech vendors and investment platform providers.

Mattioli Woods Tech Stack

Mattioli Woods uses 8 technology products and services including Alteryx, Linkedin Insight Tag, Microsoft Intune, and more. Explore Mattioli Woods's tech stack below.

  • Alteryx
    Advanced Analytics And Data Science
  • Linkedin Insight Tag
    Analytics
  • Microsoft Intune
    Enterprise Mobility Management
  • Priority Hints
    Performance
  • Python
    Programming Languages
  • JavaScript
    Programming Languages
  • Microsoft ASP.NET
    Web Frameworks
  • Contact Form 7
    Web Platform Extensions

Media & News

Mattioli Woods's Email Address Formats

Mattioli Woods uses at least 1 format(s):
Mattioli Woods Email FormatsExamplePercentage
First.Last@mattioliwoods.comJohn.Doe@mattioliwoods.com
49%
First.Middle@mattioliwoods.comJohn.Michael@mattioliwoods.com
2%
First.Last@mattioliwoods.comJohn.Doe@mattioliwoods.com
49%

Frequently Asked Questions

What is Mattioli Woods's phone number?

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You can contact Mattioli Woods'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 Mattioli Woods's official website and social media links?

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Mattioli Woods's official website is mattioliwoods.com and has social profiles on LinkedIn.

What is Mattioli Woods's SIC code NAICS code?

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Mattioli Woods's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Mattioli Woods have currently?

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As of December 2025, Mattioli Woods has approximately 573 employees across 4 continents, including EuropeAfricaAsia. Key team members include Chief Operating Officer: I. M.Chief Financial Officer: R. T. F. B.Chief Information Officer: N. R.. Explore Mattioli Woods's employee directory with LeadIQ.

What industry does Mattioli Woods belong to?

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Mattioli Woods operates in the Financial Services industry.

What technology does Mattioli Woods use?

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Mattioli Woods's tech stack includes AlteryxLinkedin Insight TagMicrosoft IntunePriority HintsPythonJavaScriptMicrosoft ASP.NETContact Form 7.

What is Mattioli Woods's email format?

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Mattioli Woods's email format typically follows the pattern of First.Last@mattioliwoods.com. Find more Mattioli Woods email formats with LeadIQ.

When was Mattioli Woods founded?

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Mattioli Woods was founded in 1991.

Mattioli Woods

Financial ServicesEngland, United Kingdom501-1000 Employees

At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions.

We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first.

Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently.

For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported.

At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
501-1000

Section iconFunding & Financials

  • $50M$100M

    Mattioli Woods's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Mattioli Woods's revenue is estimated to be in the range of $50M$100M

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