LeadIQ logo
Learn more at LeadIQ.com
Matrix Financial, LLC logo

Matrix Financial, LLC Employee Directory

AccountingMassachusetts, United States2-10 Employees

Matrix Financial, LLC operates as a tax and consulting firm based in Wellesley, Massachusetts, serving high net worth individuals, privately held businesses, and non-profit organizations. The firm offers a range of services including tax preparation and planning, personal financial planning, audit representation with IRS and state authorities, domestic relations consulting and forensic accounting, as well as monthly bookkeeping and payroll reporting. Its stated objective is to provide insightful guidance that enables clients to make informed financial decisions, underscored by a commitment to professionalism, responsiveness, and quality, with a focus on delivering close personal and professional attention. The company positions itself within the accounting industry as a boutique firm emphasizing tailored, high-touch service for a specialized client base.

Find Matrix Financial, LLC employees' phone numbers or email addresses

Matrix Financial, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Matrix Financial, LLC's Leadership

  • Stylized image of a person
    G. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Business Ownerfounder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Y. K. C. M.
    Tax Manager
    Phone icon
    Mobile Phone

Matrix Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Matrix Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. L.
    President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    L. B.
    Business Ownerfounder
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    Y. K. C. M.
    Tax Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Matrix Financial, LLC known for?

Minus sign iconPlus sign iconMatrix Financial, LLC operates in the Accounting industry; you can contact the main corporate office by phone at
+1-781-943-****
. Explore Matrix Financial, LLC's company overview page for more information.

What is Matrix Financial, LLC's most common email format?

Minus sign iconPlus sign iconMatrix Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Matrix Financial, LLC email formats with LeadIQ.

How many employees does Matrix Financial, LLC have currently?

Minus sign iconPlus sign iconMatrix Financial, LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Matrix Financial, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Matrix Financial, LLC's key employees include:

  • President: G. L.
  • Business Ownerfounder: L. B.
  • Tax Manager: Y. K. C. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.