About The Mather Group
The Mather Group is a Financial Services company based in Chicago (United States) founded in 2011 by Stewart Mather, and was acquired by Vistria in April 2022. Diversified financial planning services are provided to clients. It operates on a Professional Services model. The company has 12 employees. The Mather Group has completed 17 acquisitions, including Avenue Advisors, Barnett Financial and Barrow Asset Management. Its website themathergroup.com draws about 10 thousand monthly visits. The Mather Group offers products and services including Financial Planning, Investment Management, Tax Strategy, and Estate Planning. Its focus areas include Wealth Management and Investment Advisory. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Comprehensive wealth management services are offered by The Mather Group, focusing on personalized financial planning, investment management, tax strategies, and estate planning. Clients are supported across various financial aspects with transparent, commission-free pricing. The firm operates in the financial services sector, delivering integrated solutions to align clients goals with efficient strategies. A team of experts is made available to address complex needs in retirement planning and legacy building.
- Headquarters Chicago, United States
- Employees 12
- Founders Stewart Mather
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website themathergroup.com
- Social LinkedIn X Facebook
- Acquired by Vistria (Apr 2022)
- Legal Name The Mather Group
- Investors
- Employee Count12
- Investments & AcquisitionsAvenue Advisors
& 16 more
- Acquired byVistria
(Apr 2022)
Products & Services of The Mather Group
The Mather Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Strategy, and Estate Planning.
Customized retirement strategies are offered for financial goals.
Tailored portfolios are designed for cash flow needs.
Personalized tax solutions are provided to minimize liabilities.
Comprehensive estate plans are created for legacy protection.
Investors in The Mather Group
The Mather Group has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include The Vistria Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A private investment firm focused on essential industries is operated. | 2013 | vistria.com | Chicago, United States |
Investor details for The Mather Group
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People of The Mather Group
40 people are tracked at The Mather Group (16 in leadership, 24 in team); the tracked headcount is 12.
| Name | Role | Group |
|---|---|---|
Stewart Mather | Founder | Leadership |
Ryan M. Wickert | Chief Financial Officer | Leadership |
Jessica Cunnick | Chief Talent Officer | Leadership |
Alejandra Sayavedra | Tax Director | Leadership |
Angelique Lund | Sr Director, Tax, Family Office | Leadership |
Emily Due | Director Of Tax | Leadership |
Brian Hayes | Business Development Director | Leadership |
Brian M. Schmehil | Managing Director, Wealth Management | Leadership |
James Perkins | Managing Director, Head Of Advisors | Leadership |
Adam Recker | Head Of Equities, Managing Director | Leadership |
Stuart Evans | Chief Compliance Officer | Leadership |
Kristen Oziemkowski | Chief Operations Officer | Leadership |
Rob Almeida | Director, Talent And Development | Leadership |
Michael Kovalsky | Tax Senior Director | Leadership |
Jeremy Enos | Director M&a And Corporate Development | Leadership |
Steven Keppler | Senior Director | Leadership |
Deanne Cardona | Operations Manager | Team |
Jason Achenbach | IT Manager | Team |
Harrison Shibley | Financial Planner | Team |
Dastan R. | Senior Tax Manager | Team |
20 more people are available in the full profile.
Complete people profiles for The Mather Group
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Investments & Acquisitions by The Mather Group
The Mather Group has strategically engaged in corporate development activities, having acquired 17 companies. Notable acquisitions include Avenue Advisors, Barnett Financial and Barrow Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of investment management and financial advisory services | pillarwm.com | Walnut Creek, United States | 1988 | May 2025 | •••• | |
Diversified asset management services are provided to clients across sectors. | cedaradvisors.com | Beaverton, United States | 2006 | Oct 2022 | •••• | |
Investment, tax management, and financial advisory services are offered. | hcfinancial.com | Lafayette, United States | 1985 | Aug 2022 | $478M | |
Asset and investment management services are provided to clients. | semita-am.com | Houston, United States | 2015 | Aug 2022 | •••• | |
Financial planning and investment management services are provided by Seiffert. | seiffertltd.com | Bethesda, United States | 2013 | Aug 2022 | •••• | |
Investment advisory services are provided for multi-fund strategies. | Louisville, United States | 1994 | Jun 2022 | •••• | ||
Investment management and financial planning services are provided. | avenueadvisors.com | San Diego, United States | 1994 | Apr 2022 | •••• | |
Investment and asset management services are offered with financial planning. | barrowasset.com | Tampa, United States | 2006 | Mar 2022 | •••• | |
Tax, legal, investment, and financial planning services are provided. | eagwealth.com | Chicago, United States | 2011 | Dec 2021 | •••• | |
Recruitment services are provided to clients across various sectors. | glickmanconsult.com | East Lansing, United States | 2018 | Oct 2021 | •••• |
Complete acquisition details for The Mather Group
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Timeline of The Mather Group
12 dated milestones of The Mather Group across 14 years, from founding to its latest funding, stage changes and deals.
- Founded The Mather Group is founded.
- Acquisition Acquires Glickman Associates.
- Acquisition Acquires Eag Wealth.
- Acquisition Acquires Barrow Asset Management.
- Exit Acquired by Vistria.
- Acquisition Acquires Avenue Advisors.
- Acquisition Acquires Multi-Fund Management.
- Acquisition Acquires Seiffert.
- Acquisition Acquires Semita Asset Management.
- Acquisition Acquires HC Financial Advisors.
- Acquisition Acquires Cedar Financial Advisors.
- Acquisition Acquires Pillar Wealth Management.
Competitors of The Mather Group
The Mather Group has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| 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. |
Detailed competitors of The Mather Group
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Web traffic of The Mather Group
The website of The Mather Group (themathergroup.com) receives about 10.5K visits a month.
- Monthly visits10.5K
▲ 80.9% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as The Mather Group (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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Related news about The Mather Group
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Frequently Asked Questions about The Mather Group
The Mather Group was founded in 2011.
The Mather Group is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
The Mather Group has 12 employees.
Comprehensive wealth management services are offered by The Mather Group, focusing on personalized financial planning, investment management, tax strategies, and estate planning. Clients are supported across various financial aspects with transparent, commission-free pricing. The firm operates in the financial services sector, delivering integrated solutions to align clients goals with efficient strategies. A team of experts is made available to address complex needs in retirement planning and legacy building.
The Mather Group's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
The Mather Group offers Financial Planning, Investment Management, Tax Strategy, and Estate Planning.
The Mather Group has made 17 acquisitions, including Avenue Advisors, Barnett Financial, and Barrow Asset Management.
The Mather Group has 1 investor. Key investors include The Vistria Group.
The Mather Group operates through The Mather Group.
Yes. The Mather Group was acquired by Vistria in April 2022.