Matrix Family Office

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Description

Matrix Family Office (“MFO”) is the family office of former Lehman Brothers CEO Richard S. Fuld Jr. and his family. MFO invests in and strategically advises small and medium-sized businesses across the financial services, sustainability, and technology sectors. MFO was initially established in 2009 as Matrix Advisors and was rebranded in 2024. MFO’s investment management and co-investment services are provided through its subsidiary Matrix Private Capital Group, a registered investment advisor.

AI Sector Summary

Matrix Family Office targets small and medium-sized businesses specifically within financial services, technology, and sustainability sectors. They provide both strategic advisory and direct investment through their RIA subsidiary.

Location

New York, New York, United States

Industry

Venture Capital and Private Equity Principals

Investor Type

family office

Target Sectors

financial services, sustainability, technology

Verticals

B2B SaaSBusiness Services

Financials

Revenue

EBITDA

Employees

2

Founded

2009

Sectors (from search)

financial_services,software,other · financial services, sustainability, technology, small and medium-sized businesses

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

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ID: 3639Airtable: recRGTuHyTbjw5dsvCreated: 10/04/2026