Where is Matrix located?

Matrix is headquartered in Chicago, United States.

How many employees does Matrix have?

As of Jul 01, 2024, the latest employee count at Matrix is 7.

Where does Matrix rank among its competitors?

Matrix ranks 2159th amongst 10876 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Matrix?

Matrix's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Matrix - 2026 Company Profile, Team & Competitors

Company Details

Comprehensive wealth management and family office services focused on lasting legacies. The company provides wealth management centered around exceeding expectations and simplifying lives. Services include wealth planning and investment management. They offer comprehensive family office services designed to manage wealth from a holistic perspective, including tax, trust, personal CFO, lending, private aviation, and family office structuring. As fee-only fiduciaries, they prioritize clients' best interests. The company aims to help clients achieve their personal and professional goals through a nationwide team of wealth advisors. They offer insights and resources to help clients continue their financial journey, with options to contact a partner or access a client portal for account login.

Website: matrixcapital.com
Phone Number: +1 **********

Key Metrics

Founded Year

2000

Location

Chicago, United States

Stage

Acquired

Ranked

2159^th among 10876 active competitors

Employee Count

7 as on Jul 01, 2024

Investment & Acquisitions

Monod & 3 more

Similar Companies

Fidelity Investments & 33692 more

Exit Details

Acquired by CI Financial (Dec 01, 2021)

View Matrix's full profile

Matrix got acquired by CI Financial on Dec 01, 2021.

Click here to take a look at Matrix's acquisition in detail

Matrix has not raised any funding rounds yet.

The founders of Matrix is Christopher Burke.

Here are the details of Matrix's key team members:

Christopher Burke: Co-Founder & Managing Director of Matrix.
Contact Info: 1 email address and 1 phone number

View details of Matrix's Founder profiles and Board Members

Matrix's employee count trend

Matrix has 7 employees as of Jul 24. Here is Matrix's employee count trend over the years:

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Top competitors of Matrix include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Matrix, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
2159th	Matrix 2000, Chicago (United States), Acquired	Comprehensive wealth management and family office services focused on lasting legacies	-	-	31/100

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Matrix has not made any acquisitions yet. Matrix has made 4 investments.

Here is the list of latest three $investments:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Aug 15, 2022	Investments	Monod	2021	Seattle (United States)
Nov 22, 2021	Investments	Uncrowd	2017	London (United Kingdom)
Aug 11, 2021	Investments	GentiBio	2019	Sacramento (United States)