Matthias

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

700 W Morse Blvd Ste 201, Winter Park, F...

Phone Number

(407) 691-3300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Matthias

Matthias Private Wealth provides comprehensive financial and life planning services to individuals and families navigating significant life transitions, such as relocation, inheritance, retirement, and personal challenges. Their clients include expatriates, business owners, and individuals seeking to achieve their dreams while managing complex financial situations. The firm offers guidance on legal, tax, and financial implications of living abroad, ensuring clients' assets and legacies are protected. With a focus on compassion and unwavering support, Matthias helps clients realize their goals and navigate life's biggest questions.Explore more
Matthias's Social MediaPopular SearchesMatthiasMatthias & MatthiasMatthias Private Wealth LLCMatthias & Matthias, PlMatthias Foundation IncSIC Code 62,628NAICS Code 52,523Show more

Matthias Org Chart

PhoneEmail
JE
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Director, Investments

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CM
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Director, Strategy & Operations

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WF
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Manager, Accounting

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Matthias

<$5M
1-10
Private
-
1981
JE
Justin EllsesserDirector, Investments
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Matthias is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Matthias is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matthias.

Matthias Tech Stack

A closer look at the technologies used by Matthias

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Frequently Asked Questions Regarding Matthias

What is Matthias's official website?
Matthias's official website is www.matthiaspw.com
What is Matthias's Revenue?
Matthias's revenue is <$5 Million
What is Matthias's SIC code?
Matthias's SIC: 62,628
What is Matthias's NAICS code?
Matthias's NAICS: 52,523
How many employees does Matthias have?
Matthias has 1-10 employees
What industry does Matthias belong to?
Matthias is in the industry of: Finance, Securities Trading
What is Matthias competition?
Matthias top competitors include: Fountainhead Wealth, Durbin Bennett Private Wealth Management, Focus Financial Network, Horizon Advisors
What technology does Matthias use?
Some of the popular technologies that Matthias uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Matthias?
Matthias contact info: Phone number: (407) 691-3300 Website: www.matthiaspw.com
What does Matthias do?

Matthias Private Wealth provides comprehensive financial and life planning services to individuals and families navigating significant life transitions, such as relocation, inheritance, retirement, and personal challenges. Their clients include expatriates, business owners, and individuals seeking to achieve their dreams while managing complex fina... ncial situations. The firm offers guidance on legal, tax, and financial implications of living abroad, ensuring clients' assets and legacies are protected. With a focus on compassion and unwavering support, Matthias helps clients realize their goals and navigate life's biggest questions.Read More

What are Matthias social media links?
Matthias Linkedin page
Is Matthias a public company?
Matthias is private company therefore does not currently have an official ticker symbol
See more information about Matthias

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