Insights

Acquisition Opportunities The Mather Group, LLC has a history of strategic acquisitions, such as acquiring PNC Financial Services Group and Semita Asset Management. Leveraging this M&A activity, sales development representatives can explore potential cross-selling opportunities within the acquired client base.

Tech-Savvy Approach With a tech stack including S&P Capital IQ, Bloomberg, Google Analytics, and Python, The Mather Group showcases a commitment to leveraging technology for financial services. This tech-savvy approach presents a window for tech solution providers to pitch innovative tools or data analytics services tailored to enhance TMG's operations.

Executive Transitions The recent departures of key executives like Chris Behrens and Maureen Kiefer-Goldenberg, accompanied by new hires such as Stuart Evans, indicate potential shifts in leadership vision. Business development professionals can capitalize on these transitions to tailor pitches aligning with the new leadership's focus areas and priorities.

Transparent Fee Structure The Mather Group's emphasis on transparent fees and fiduciary responsibility serves as a selling point for financial service providers focusing on ethical and client-centric offerings. Sales development representatives can highlight their offerings as complementary to TMG's commitment to transparency.

Competitive Landscape Analysis By benchmarking against similar companies like Brighton Jones, Pathstone, Mercer Advisors, and Aspiriant, sales professionals can gain deeper insights into TMG's competitive positioning and tailor pitches that emphasize unique value propositions to differentiate themselves in a crowded financial services market.

The Mather Group, LLC Tech Stack

The Mather Group, LLC uses 8 technology products and services including S&P Capital IQ, Linkedin Insight Tag, AWS Lambda, and more. Explore The Mather Group, LLC's tech stack below.

  • S&P Capital IQ
    Accounting And Finance
  • Linkedin Insight Tag
    Analytics
  • AWS Lambda
    Big Data Processing
  • Open Graph
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • HSTS
    Security
  • KnowBe4
    Security
  • Google Tag Manager
    Tag Management

The Mather Group, LLC's Email Address Formats

The Mather Group, LLC uses at least 1 format(s):
The Mather Group, LLC Email FormatsExamplePercentage
F.Last@themathergroup.comJ.Doe@themathergroup.com
50%
F.Last@themathergroup.comJ.Doe@themathergroup.com
50%

Frequently Asked Questions

Where is The Mather Group, LLC's headquarters located?

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The Mather Group, LLC's main headquarters is located at 353 N. Clark Street Suite 2775 Chicago, Illinois 60654 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is The Mather Group, LLC's phone number?

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You can contact The Mather Group, LLC'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 The Mather Group, LLC's official website and social media links?

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The Mather Group, LLC's official website is themathergroup.com and has social profiles on LinkedIn.

How much revenue does The Mather Group, LLC generate?

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As of January 2025, The Mather Group, LLC's annual revenue reached $35M.

What is The Mather Group, LLC's NAICS code?

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The Mather Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does The Mather Group, LLC have currently?

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As of January 2025, The Mather Group, LLC has approximately 180 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: J. D. G.Chief Operations Officer: K. O.Chief Human Resources Officer: T. S.. Explore The Mather Group, LLC's employee directory with LeadIQ.

What industry does The Mather Group, LLC belong to?

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The Mather Group, LLC operates in the Financial Services industry.

What technology does The Mather Group, LLC use?

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The Mather Group, LLC's tech stack includes S&P Capital IQLinkedin Insight TagAWS LambdaOpen GraphGoogle CloudHSTSKnowBe4Google Tag Manager.

What is The Mather Group, LLC's email format?

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The Mather Group, LLC's email format typically follows the pattern of . Find more The Mather Group, LLC email formats with LeadIQ.

When was The Mather Group, LLC founded?

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The Mather Group, LLC was founded in 2011.
The Mather Group, LLC

The Mather Group, LLC

Financial ServicesIllinois, United States51-200 Employees

You don’t get one advisor, you get The Mather Group. As your fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee, so you can focus on what truly matters.

The Mather Group, LLC (TMG) is one of the nation's fastest-growing independent, fee-only registered investment advisory firms, dedicated to offering comprehensive financial planning with our clients’ best interests at the forefront.

Our financial professionals are not brokers; they do not earn commissions or receive compensation from selling products. This means we are truly aligned with our clients. Our fees are fully transparent and clearly disclosed in our public documents, ensuring there are no hidden costs. We take pride in educating investors on the true meaning of fiduciary responsibility, especially in today’s ever-evolving financial landscape.

The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Section iconCompany Overview

Headquarters
353 N. Clark Street Suite 2775 Chicago, Illinois 60654 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    The Mather Group, LLC's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    The Mather Group, LLC's revenue is in the range of $10M$50M

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