About Matriarch Financial

Our Mission

When over 10 years of wealth management experience meets a passion for financial literacy, you get Matriarch Financial — and our mission to help women embrace their worth by taking control of their finances.

We are a majority-female company that strives to build a safe and judgment-free environment for our clients. Unlike other financial education resources, we don’t operate on commissions or insurance sales. We keep our clients’ interests above everything else.

And we pledge to keep it that way.

Our Inspiration

We had a hunch that financial literacy was declining in Millennials, but the actual numbers are surprising.

Only 29% of Millennials have enough money to make ends meet if an emergency arises.

More than two-thirds of people aged 18-44 have nothing saved for retirement.

Budgeting is hard when people don’t know where to start. 78% live paycheck to paycheck.

Women in relationships are particularly at risk, since only 23% of them take charge of long-term financial decisions in the household. They cite the following reasons for deferring to their male partners:

Financial dependence on someone else can lead to trouble down the line. Women who have recently become widowed, divorced, or separated from their partners are being forced to compromise their lifestyle.

Here’s what women exiting relationships are saying:

Discovered negative financial surprises.

Wish they had been more involved in making financial decisions.

Encourage other women to take a more active role in their finances.

The finance industry is letting women down. It’s time for a new approach. It’s time for a customized service. It’s time to get to work with Matriarch Financial.

Meet Our Founders

Katie Gatti – Marketing & Consulting

Katie manages all of Matriarch’s marketing, partnerships, and advertising. After realizing she could more than double her net worth by sticking to a solid plan, she set out to help other women do the same. Outside of Matriarch, you can find Katie in the Southwest Airlines Marketing Department or instructing a fitness session at Class Studios.

Kathleen Anwar – Operations & Consulting

Kathleen makes sure operations keep moving smoothly at Matriarch Financial. She graduated from the University of Texas and spent considerable time mentoring girls in low-income schools. She quickly saw the need for financial resources focused on helping women. Kathleen can be found in AT&T’s Chief Data Office and is pursuing an MBA.

Ali Anwar – Advisory Member & Consulting

Ali advises the Matriarch team on strategy. He holds 5 degrees and taught in his alma mater’s MBA program. In his experiences ranging from startups to wealth management to corporate executive leadership, he noticed that women were underrepresented. He joined Matriarch believing that healthy finances can empower successful careers.

Data from CNN Money, Forbes, CNBC, and UBS