SEIA ESTD 1997

Expert Commentary

Wealth Management: Matt Matrisian on M&A and Organic Growth in Wealth Management

Matt Matrisian explains how wealth-management firms can combine organic growth, strategic acquisitions, and technology investments to build enterprise value.

Matt Matrisian, President of SEIA, discusses organic growth, private equity, M&A, firm valuation, scalability, and the practical use of artificial intelligence in wealth-management businesses.

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January 1 2026

In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman engages in a deep discussion with industry expert Matt Matrisian, President at SEIA, about the fast-evolving field of wealth management. Matt shares insights on SEIA’s growth strategies, technology investments, and M&A trends. They delve into the importance of organic growth, leveraging technology, and enhancing business value through strategic planning. Sponsored by Zephyr, this session is packed with valuable tips for financial advisors and wealth management professionals.

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