Modern Wealth Management
Confidence, Freedom, and Time
Founded 1996
Lenexa, United States
171 employees
Private Equity
Total: $200.00M
Financial Services, Wealth Management
Lenexa, United States
171 employees
Private Equity
Total: $200.00M
Financial Services, Wealth Management
General Information
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United States Market
Financial Services
About Modern Wealth Management
Funding Rounds & Investors (1)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Private Equity Round | •••••• | 1 |
|
05 Apr 2023 |
Modern Wealth Management Alternatives & Competitors
Modern Wealth Management vs
Leisure Capital Management, Inc.
United States
Invest wisely. Live abundantly. Give purposefully.
11 employees
Finance, Financial Services
Modern Wealth Management vs
Mercer Global Advisors
United States
We are committed to you and your family’s financial future.
7 employees
Modern Wealth Management vs
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FAQ About Modern Wealth Management
Confidence, Freedom, and Time
Modern Wealth Management was founded in 1996.
Modern Wealth Management is headquartered in Lenexa, United States.
Modern Wealth Management operates in the following industries: Financial Services, Wealth Management.
Modern Wealth Management has approximately 171 employees.
Modern Wealth Management has completed 1 funding round, raising a total of $200.00M. The latest funding stage is Private Equity.
Top alternatives and competitors to Modern Wealth Management include Leisure Capital Management, Inc., Mercer Global Advisors, Freedom Financial , Vizion Wealth LLP - Chartered Independent Financial Planners, LINVO AG - Life Investment Office. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Modern Wealth Management and Leisure Capital Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.
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