Total Funding
64
85
Total FundingPrivate Equity raised
Growth Score
-26 pts
Heat Score
37 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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Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
- Derek Bruton: Head of Mergers & AcquisitionsPast Role: LPL Financial, Managing Director - Independent Advisor Services
Mike Capelle: Co-CEO, Co-FounderPast Role: Goldman Sachs Personal Financial Management, Managing Director & Head of HNW Platform Development
About the Company
Modern Wealth Management operates as an investment advisory firm that specializes in financial consulting. Modern Wealth Management focuses on estate and tax planning and preparation, risk management, and more. Modern Wealth Management is designed to anticipate the needs of people at every stage of life by providing a full suite of wealth
management services and retirement planning advice.
