Founded in 2017, Matrix Wealth Management is a UK-based company that offers a modern, technology-enabled platform designed to support financial advisers. The company's mission is to be the partner of choice for financial advisory firms by providing them with the tools, investment solutions (including model portfolios and DFM services), and administrative support needed to serve their clients effectively. They focus on combining advanced technology with experienced investment management to deliver a transparent and efficient service, distinct from traditional platforms.

Founded in

United States