Matson Money Revenue, Growth & Competitor Profile

DBA MATSON MONEY, INC.

Company Profile & Annual Report for Matson Money

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Matson Money Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52312 Securities Brokerage
Address	5955 Deerfield Blvd. Mason, OH 45040

Note: Revenues for privately held companies are statistical evaluations.


Matson Money's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Matson Money's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Matson Money is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Matson Money Annual Revenue and Growth Rate

Matson Money	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Matson Money's revenues are gauged from an analysis of company filings.

Matson Money's Income Statement (based on Industry Averages)

Matson Money P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Matson Money is developing and marketing. Matson Money doesn't have any recent trademark applications, indicating Matson Money is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
THE AMERICAN DREAM 401(K) EMPOWERING YOUR WHY Financial advisory and consultancy services; Financial analyses; Financial asset management; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services	08/28/2023
BREAKTHROUGH INVESTING Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning and investment	06/29/2023

See all trademarks and details in the Full Report.

Market Share of Matson Money's Largest Competitors

A competitive analysis shows these companies are in the same general field as Matson Money, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Matson Money. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MATSON MONEY	Mason, OH	100
BFM & ASSOCIATES	West Chester, OH	26
HARVEST FINANCIAL ADVISORS	West Chester, OH	13
PINNACLE FINANCIAL ADVISORS	West Chester, OH	9
DLAK WEALTH ADVISORS	West Chester, OH	9
CLEAR CREEK ENVIRONMENTAL	Lebanon, OH	8

Future Competition: Matson Money's Fastest Growing Competitors

These companies are in the same general field as Matson Money and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)