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ThinkAdvisor Features Matt Matrisian on SEIA’s Tax-Centered Growth Strategy
ThinkAdvisor features SEIA President Matt Matrisian in a discussion on the firm’s tax planning, technology and growth strategy.
SEIA President Matt Matrisian spoke with ThinkAdvisor about the firm’s expansion into tax planning, investments in AI and data infrastructure, and the strategy supporting continued organic growth.
Read on ThinkAdvisorNovember 5 2026
ThinkAdvisor featured SEIA President Matt Matrisian in a recent Q&A examining the firm’s growth strategy and continued investment in tax planning, technology and advisor infrastructure.
Matt discussed SEIA’s expansion of its tax capabilities, including the addition of Director of Tax Services Tim Gacsy and new tools designed to help advisors identify tax planning opportunities for clients.
He also highlighted the firm’s continued investment in its technology stack, including a centralized data environment, AI-enabled planning capabilities and tools designed to give advisors greater access to information and more efficient ways to prepare for client conversations.
The interview also touches on SEIA’s organic growth efforts, approach to M&A and focus on scaling the resources available to advisors while maintaining a high level of client service.
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