Modernist Financial - Crunchbase Company Profile & Funding

Overview

Modernist Financial

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

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

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

See more interactive data and historical milestones on desktop for the best experience

About Modernist Financial

CB Rank

326651

Modernist Financial is a wealth management firm that provides investment management and financial planning services.

Founded

obfuscation

Private

Portland, Oregon, United States

1-10

modernistfinancial.com

Advice

Business Development

Consulting

Financial Services

Wealth Management

Key People

Georgia Lee Hussey: Founder & CEO
Past Role: Wells Fargo Advisors, Financial Advisor

Details

Legal Name

Modernist Financial, LLC.

Operating Status

Active

Company Type

For Profit

Founders

Georgia Lee Hussey

About the Company

Modernist Financial is an investment advisory firm that provides investment management, personal financial planning, wealth management, tax planning, business strategy, referrals, resources, and insights, annual tax planning meetings to charitable giving, lending strategies, and day-to-day cash flow planning, money toolkit.

Phone Number

+1 971 544 7417

Contact Email

hello@modernistfinancial.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

A service that builds and manages investment portfolios aligned with clients' long-term financial plans using evidence-based strategies.

Financial Planning

A comprehensive service that creates customized financial plans aligned with clients' values and goals, covering cash flow, tax, estate, risk, and charitable planning.