62
Growth Score in past quarter
pts
Heat Score 62 in past quarter
-10 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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Raised Funding Round
Jan 1, 1970
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326651
Modernist Financial is a wealth management firm that provides investment management and financial planning services.
- Georgia Lee Hussey: Founder & CEOPast Role: Wells Fargo Advisors, Financial Advisor
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.
Women Founded