47
Growth Score
pts
Heat Score
-3 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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1050189
Financial Planning and Business Advisory for Business Owners looking to Exit within the next 10 years
About the Company
Modern Wealth is an independent fiduciary providing fee-only financial planning and business advisory services for business owners looking to exit within 10 years.
We believe that for our clients to live their best lives, we must align the Personal, Financial, and Business aspects of their lives. Once aligned, our clients can live a complete life
full of purpose, passion, and excitement.
We do this by seamlessly integrating Financial Planning, Wealth Management, Value Acceleration, Exit Planning, and Life Planning into a tailored process for every client called EVOKE®
