About Matrix Capital
Matrix Capital is a Financial Services company based in Chicago (United States) founded in 2000 by Michael Wik and Christopher Burke, and was acquired by CI Financial in December 2021. Investment advisory and wealth management services are provided. Matrix Capital offers products and services including Family Office Services, Wealth Management, and Personal CFO Services. Its focus areas include Asset Management and Diversified. Its legal entity is Corient Private Wealth LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Matrix was established in 2000 as an investment advisory and wealth management firm based in Chicago, United States. Services encompass portfolio management, financial planning, and advisory support for clients seeking wealth preservation and growth. Operations focus on tailored strategies within the financial sector, with co-founders Michael Wik and Christopher Burke serving as managing directors. The firm maintains a presence in the U.S. market, adhering to standard regulatory practices.
- Headquarters Chicago, United States
- Founders Michael Wik, Christopher Burke
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website matrixcapital.com
- Social LinkedIn
- Acquired by CI Financial (Dec 2021)
- Legal Name Corient Private Wealth Llc
- Investors
- Acquired byCI Financial
(Dec 2021)
Products & Services of Matrix Capital
Matrix Capital offers a comprehensive portfolio of products and services, including Family Office Services, Wealth Management, and Personal CFO Services.
Manages tax, trust, and lending for high-net-worth clients.
Handles investment planning and asset management for individuals.
Offers personalized financial oversight and strategy development.
Investors in Matrix Capital
Matrix Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for Matrix Capital
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People of Matrix Capital
2 people are tracked at Matrix Capital (2 in leadership).
| Name | Role | Group |
|---|---|---|
Michael Wik | Co-Founder & Managing Director | Leadership |
Christopher Burke | Co-Founder & Managing Director | Leadership |
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Timeline of Matrix Capital
2 dated milestones of Matrix Capital across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Matrix Capital is founded.
- Exit Acquired by CI Financial.
Competitors of Matrix Capital
Matrix Capital has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Matrix Capital
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Top companies in Asset Management
3 companies that operate in the same segment as Matrix Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Matrix Capital
Matrix Capital was founded in 2000.
Matrix Capital is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Matrix was established in 2000 as an investment advisory and wealth management firm based in Chicago, United States. Services encompass portfolio management, financial planning, and advisory support for clients seeking wealth preservation and growth. Operations focus on tailored strategies within the financial sector, with co-founders Michael Wik and Christopher Burke serving as managing directors. The firm maintains a presence in the U.S. market, adhering to standard regulatory practices.
Matrix Capital's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Matrix Capital offers Family Office Services, Wealth Management, and Personal CFO Services.
Matrix Capital has 1 investor. Key investors include CI Financial.
Matrix Capital operates through Corient Private Wealth Llc.
Yes. Matrix Capital was acquired by CI Financial in December 2021.