Modern Wealth Management
Confidence, Freedom, and Time
171 employees · est. 1996 · Lenexa, United States
Modern Wealth Management is the older company (2016 vs 1996); Modern Wealth Management is the larger of the two.
Side-by-Side Comparison
| Metric | Freedom Financial | Modern Wealth Management |
|---|---|---|
| Founded | ||
| Founded | 2016 | 1996 older |
| Headquarters | ||
| Headquarters | Charleston, United States | Lenexa, United States |
| Employees | ||
| Employees | 20 | 171 larger |
| Industry | ||
| Industry | Financial Services, Insurance | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | $200.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Insurance Protection, Retirement Planning, Wealth Accumulation, Business Planning, Life Insurance, Disability Insurance, Annuities, Long Term Care, Company Benefits, Federal Employee Benefits | Not tracked yet |
| Website | ||
| Website | theffig.com | modwm.com |
About Freedom Financial
Freedom Financial is a 2016 founded financial services and insurance company based in the United States. The company is dedicated to assisting individuals, groups, and businesses in achieving their financial planning objectives, offering advanced strategies for insurance protection, business plannin...
About Modern Wealth Management
Modern Wealth Management is a registered investment advisory (RIA) firm operating in the financial services and wealth management industries. Established in 2023, the company recently secured a noteworthy $200.00M in a private equity round investment on April 5, 2023, with the investment coming from...
We will tell you when either one moves
BounceWatch watches Freedom Financial and Modern Wealth Management for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Freedom Financial and Modern Wealth Manageme... — by email.
Frequently Asked Questions
Compare Freedom Financial with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Freedom Financial on 15 Sep 2024, and Modern Wealth Management on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
