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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. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures

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Website http://www.matsonmoney.com
Revenue $33 million
Funding $1 million
Employees 72 (72 on RocketReach)
Founded 1991
Address 5955 Deerfield Blvd, Mason, Ohio 45040, US
Phone (513) 204-8000
Technologies
Industry Investment Management, Venture Capital & Private Equity, Free Market Investments, Finance, Registered Rep & RIA, Modern Portfolio Theory, Efficient Market Hypothesis, Dimensional Fund Advisors, Financial Advisor Training, Investment Planning, Educational Tool Development, Practice Building, Asset Management, Public Speaking
Web Rank 1 Million
Keywords Matson Money Login, Matson Money, Matson Money Scottsdale
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies

Matson Money Questions

The Matson Money annual revenue was $33 million in 2024.

Rick Wiehe is the Vice President of Operations of Matson Money.

72 people are employed at Matson Money.

Matson Money is based in Mason, Ohio.

The NAICS codes for Matson Money are [5239, 52, 523, 52393].

The SIC codes for Matson Money are [628, 62].

Top Matson Money Employees

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