Matrix Private Capital Group
Finance · New York, United States · 201-500 Employees
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Overview
Headquarters
400 Park Ave Fl 6, New York, New York, 1...Phone Number
(212) 254-4876Website
www.matrixpcg.comRevenue
$19.6 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
1
About Matrix Private Capital Group
Matrix Private Capital Group is a diversified asset management firm specializing in investment and advisory solutions for high net worth individuals, family offices, and institutions. They focus on helping clients achieve unique investment, business, and philanthropic goals through close collaboration and long-term commitment. The firm's services include wealth advisory, alternative investments, and strategic advisory aimed at enhancing traditional investment strategies. Their experienced team emphasizes partnership and alignment of interests, delivering tailored solutions for clients' liquid wealth and privately-held assets.Explore more
Matrix Private Capital Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Matrix Private Capital Gr...
$19.6M
201-500
Private
-
2016
MS
Marc ScheuerPartner & Chief Operating Officer
Company Profile Activity
Activity Insights
Matrix Private Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Matrix Private Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matrix Private Capital Group.
Matrix Private Capital Group Tech Stack
A closer look at the technologies used by Matrix Private Capital Group
Most Recent Scoops
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating various vendors.
CRM, Financial Planning, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to investor relation research within six to nine months. The organization is currently evaluating various vendors. Matrix Private Capital Group will be increasing funding to support these efforts.
Spending/Investment, Research & Development, Financial Planning, Funding, Search, Finance, Financial Strategy, Investor Relations
Project
, according to a mid-level source in financial planning, is planning to begin initiatives related to commission accounting and management systems within six to nine months. The organization is currently evaluating various vendors.
Accounting, Financial Planning, Billing & Invoice, Financial Systems, Financial Reporting, Business Finance, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to data storage and management. The organization is currently evaluating various vendors. Matrix Private Capital Group is interested in Ease.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Matrix Private Capital Group News & Media
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Matrix Private Capital Group is a diversified asset management firm specializing in investment and advisory solutions for high net worth individuals, family offices, and institutions. They focus on helping clients achieve unique investment, business, and philanthropic goals through close collaboration and long-term commitment. The firm's services i... Read More
