Matauro, Llc
We are a financial services company committed to putting our clients first. Our team of experts provides personalized financial solutions to meet the needs of high-net-worth individuals. We specialize in providing personalized financial solutions to high-net-worth individuals. We are committed to helping you achieve your financial goals. We blend data-driven planning with a deep understanding of the human side of financial planning. We take time to truly get to know our clients, which allows us to design solutions that align with their unique needs. Our approach ensures that each plan is not only practical but also shaped by strong client connections. We're committed to making the process clear and seamless, so you can rely on us for thoughtful, personalized service that leads to meaningful results. We provide personalized financial solutions to meet the needs of high-net-worth individuals.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- MT
Melissa T.
Director of Client Services · Customer/Client Service
EmailPhone - AP
Aj Pisarri
Financial Planner · Finance & Accounting
EmailPhone - AF
Allie Fraser
Managing Director, Principal Advisor · Other
EmailPhone - MK
Matthew Klein
Partner, CEO · General Business & Management
EmailPhone - SV
Steven van Hooker
Partner, COO · General Business & Management
EmailPhone - MN
Michelle Notardonato
Wealth Manager · Finance & Accounting
EmailPhone - BM
Benjamin Manley
Certified Financial Planner · Finance & Accounting
EmailPhone - TZ
Teresa Zegarelli
Strategic Coordinator · Operations
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Matauro, Llc
8 distinct titles indexed · top 8 shown.
- 2certified financial planner
- 2partner, ceo
- 2wealth manager
- 1director of client services
- 1financial planner
- 1managing director, principal advisor
- 1partner, coo
- 1strategic coordinator
Sign up to unlock all 11 contacts at Matauro, Llc
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