EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA

Grow Organically
07/08/2025 30 min
EP 18 – Building Growth Engines with Personalization, Partnerships & Data with Matt Matrisian, MBA

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Episode Synopsis

What does it take to grow a $30B wealth management firm in today’s competitive space and sustain it? In this episode of Grow Organically, Dan Gilmartin speaks with Matthew Matrisian, MBA, President of SEIA, to explore the multi-dimensional strategy behind the firm’s double-digit organic growth. Matt shares how SEIA combines personalization, strategic partnerships, and data-driven …

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