Modera Wealth Management
Thoughtful, Impactful Financial Counsel Since 1983
182 employees · est. 1983 · United States
Ritholtz Wealth Management
Helping clients build their financial plans and investment portfolios
61 employees · est. 2013 · New York, United States
Modera Wealth Management is the older company (1983 vs 2013).
Side-by-Side Comparison
| Metric | Modera Wealth Management | Ritholtz Wealth Management |
|---|---|---|
| Founded | ||
| Founded | 1983 older | 2013 |
| Headquarters | ||
| Headquarters | United States | New York, United States |
| Employees | ||
| Employees | 182 | 61 |
| Industry | ||
| Industry | Finance, Financial Services, Information Technology | Financial Services |
| Funding Stage | ||
| Funding Stage | Debt Financing | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Not tracked yet | Registered Investment Advisory, Financial Planning, Investment Portfolios, Fee-only Basis, Fiduciary Standard, Retirement Planning, Insurance Planning, Tax Planning, Technological Savvy, Investment Advice, Financial Advice, Life Goals, Client-focused |
| Website | ||
| Website | moderawealth.com | ritholtzwealth.com |
About Modera Wealth Management
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put...
About Ritholtz Wealth Management
Ritholtz Wealth Management is a financial planning and wealth management firm, founded in 2013, based in the United States. The company is committed to helping clients build their financial plans and investment portfolios on a fee-only basis. Ritholtz Wealth Management operates as a registered inves...
We will tell you when either one moves
BounceWatch watches Modera Wealth Management and Ritholtz 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 Modera Wealth Manageme... and Ritholtz Wealth Manage... — by email.
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Compiled from the BounceWatch company index. We last looked at Ritholtz 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.
