Model Wealth - Crunchbase Company Profile & Funding

Overview

Model Wealth

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Model Wealth

CB Rank

1237694

Model Wealth provides financial planning services that include wealth management, investment, and advisory solutions.

Founded

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Private

Naperville, Illinois, United States

1-10

www.modelwealth.com/

Advice

Financial Services

Wealth Management

Details

Legal Name

Model Wealth, Inc.

Also Known As

Operating Status

Active

Company Type

For Profit

Phone Number

+1-630-381-1170

Contact Email

letschat@modelwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Hourly Financial Planning

Provides personalized financial advice billed by the hour, independent of asset size or commissions, covering comprehensive or specific financial topics.

Flat Fee Wealth Management

Delivers ongoing investment management and financial planning for a flat quarterly fee, not based on asset percentage, aimed at clients with over $1 million in assets.