About Matrix Capital
Matrix Capital is a company based in Chicago (United States) founded in 2000 by Michael Wik and Christopher Burke was acquired by CI Financial in December 2021.. Matrix Capital offers products and services including Family Office Services, Wealth Management, and Personal CFO Services. Matrix Capital operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Chicago, United States
- Founders Michael Wik, Christopher Burke
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Corient Private Wealth Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
CI Financial
(Dec 01, 2021)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
Funding Insights of Matrix Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Matrix Capital
Matrix Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management and asset management advisory services are provided.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Matrix Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Matrix Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Matrix Capital Comparisons
Competitors of Matrix Capital
Matrix Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Matrix Capital
Frequently Asked Questions about Matrix Capital
When was Matrix Capital founded?
Matrix Capital was founded in 2000.
Where is Matrix Capital located?
Matrix Capital is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
What does Matrix Capital do?
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.
Who are the top competitors of Matrix Capital?
Matrix Capital's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Matrix Capital offer?
Matrix Capital offers Family Office Services, Wealth Management, and Personal CFO Services.
Who are Matrix Capital's investors?
Matrix Capital has 1 investor. Key investors include CI Financial.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.