30
Growth Score
pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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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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3400386
Modern Wealth Builders offers financial planning and wealth management, specializing in equity compensation advice.
- T.J. van Gerven: Founder
About the Company
Modern Wealth Builders is an independent financial planning and wealth management firm. Established in 2018 and based in Woburn, Massachusetts, the company operates with a team of 6 employees. As a fee-only firm, it specializes in offering advisory services to high-earning individuals with equity compensation. Modern Wealth Builders focuses on
proactive planning and fully managed portfolios at 0% AUM, adhering to simple investing principles such as avoiding cash drag, emphasizing asset allocation, and ownership in investment accounts. The firm is registered to provide advisory services in Massachusetts, New York, and other jurisdictions.
