46
Growth Score
pts
Heat Score
-15 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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2062374
Modernize Wealth offers wealth management, investment strategies, and financial planning services.
About the Company
Modernize Wealth specializes in providing innovative wealth management and investment strategies aimed at creating generational wealth. The company offers a range of services tailored to meet the unique financial needs of individuals and businesses. These services include integrated financial planning, strategic tax planning in collaboration with
clients' CPAs to maximize tax savings, and bespoke financial guidance. Modernize Wealth focuses on developing personalized solutions that align with their clients' financial goals and aspirations, leveraging a team with extensive experience in wealth advisory and investment management.
