Matrix Asset Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
10 Bank St Ste 590, White Plains, New Yo...Phone Number
(800) 366-6223Website
www.matrixassetadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
2
2
1
2
About Matrix Asset Advisors
Matrix Asset Advisors is a value-driven asset management firm founded in 1986, specializing in managing investments for individuals, families, endowments, foundations, and retirement plans. The company offers a range of services including U.S. equities and fixed income management, as well as wealth management solutions tailored to clients' unique needs and risk tolerances. With a disciplined investment philosophy rooted in fundamental research, Matrix focuses on high-conviction portfolios and provides personalized service to ensure clients understand how their investments align with their goals. As a 100% employee-owned firm, Matrix emphasizes a collaborative approach to investing, allowing for opportunistic strategies in response to market conditions.Explore more
Matrix Asset Advisors Org Chart
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Company Profile Activity
Activity Insights
Matrix Asset Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Matrix Asset Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matrix Asset Advisors.
Matrix Asset Advisors financials insights
Gather financial insights about Matrix Asset Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Matrix Asset Advisors Tech Stack
A closer look at the technologies used by Matrix Asset Advisors
Most Recent Scoops
Facilities Relocation / Expansion
Matrix Asset Advisors is planning to move offices in June 2025. The move will impact approximately 12 employees at the existing office located at 10 Bank Street, Suite # 590, White Plains, NY.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Matrix Asset Advisors is planning to move offices in March 2024. The move will impact approximately 10 employees at the existing office located at 10 Bank Street, Suite # 590, White Plains, NY.
Facilities Relocation/Expansion
Funding
Matrix Asset Advisors has received an SBA PPP loan for $150,000 from Citibank, N.A., supporting the retention of 13 jobs.
Funding
Matrix Asset Advisors News & Media
Why a $7.4 Million Buy in this Power Stock Matters Even as Shares Trail the S&P by 16 Points
Generac Holdings delivers power generation and energy storage solutions for residential, commercial, and industrial customers worldwide.Is Constellation Brands (STZ) a Good Investment Choice?
Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The stock market continued its recovery from the April lows, gaining +8.12% in the third quarter and +14.83% YTD. The Matrix Large Cap Value strategy delivered a strong performance in the third quarter, […]Matrix Asset Advisors Reestablished Its Position in Fiserv (FI)
Matrix Asset Advisors, an asset management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. The stock market rallied +10.94% in Q2 after falling -4.27% in the first quarter of 2025. Moreover, the market was up +6.20% for the year-to-date through June 30. Matrix’s equity portfolios performed well […]Is Applied Materials (AMAT) Well-positioned to Capitalize the AI Trend?
Matrix Asset Advisors, an asset management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. The stock market rallied +10.94% in Q2 after falling -4.27% in the first quarter of 2025. Moreover, the market was up +6.20% for the year-to-date through June 30. Matrix’s equity portfolios performed well […]
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Matrix Asset Advisors is a value-driven asset management firm founded in 1986, specializing in managing investments for individuals, families, endowments, foundations, and retirement plans. The company offers a range of services including U.S. equities and fixed income management, as well as wealth management solutions tailored to clients' unique n... Read More
