83
16
Growth Score
-1 pts
Heat Score
-15 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1206975
Matthias Private Wealth provides investment advisory services with a focus on client-centered support and active management.
- Richard Matthias: Founder and Principal
About the Company
Matthias Private Wealth offers active management of publicly traded securities and private placement investments tailored to individual client needs. Its team combines expertise from fields such as law, accounting, finance, and insurance to deliver comprehensive wealth management solutions. Matthias Private Wealth also supports clients with tax
planning, succession strategies, charitable giving, and legacy planning. The firm focuses on guiding clients through complex financial decisions to help manage and preserve their wealth across different stages of life.
