Modera Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Modera Wealth Management's estimated annual revenue is currently $59.8M per year.
- Modera Wealth Management's estimated revenue per employee is $276,986
- Modera Wealth Management's total funding is $181M.
Employee Data
- Modera Wealth Management has 216 Employees.
- Modera Wealth Management grew their employee count by 4% last year.
Modera Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO, Wealth Manager & Principal | Reveal Email/Phone |
2 | Head Coaching | Reveal Email/Phone |
3 | Director M&A | Reveal Email/Phone |
4 | Co-Chief Investment Officer, Wealth Manager & Principal | Reveal Email/Phone |
5 | Director Technology | Reveal Email/Phone |
6 | Chief Operating Officer, Principal | Reveal Email/Phone |
7 | Co-Chief Investment Officer, Principal | Reveal Email/Phone |
8 | Director Organic Growth, Principal & Wealth Manager | Reveal Email/Phone |
9 | Director Facilities | Reveal Email/Phone |
10 | Director Investment Management | Reveal Email/Phone |
Modera Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $40.4M | 175 | 3% | N/A | N/A |
#2 | $11.2M | 59 | N/A | N/A | N/A |
#3 | $2.9M | 20 | 54% | $13.7M | N/A |
#4 | $2.4M | 22 | 0% | N/A | N/A |
#5 | $8.4M | 50 | -4% | N/A | N/A |
#6 | $6.9M | 41 | 11% | N/A | N/A |
#7 | $52.2M | 226 | 15% | N/A | N/A |
#8 | $10M | 53 | -4% | N/A | N/A |
#9 | $10M | 53 | 8% | N/A | N/A |
#10 | $0.7M | 7 | N/A | N/A | N/A |
What Is Modera Wealth Management?
Modera Wealth Management, LLC is an independent, fee-only wealth management firm with offices in Massachusetts, Florida, North Carolina, Georgia and New Jersey. As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations to build customized plans and portfolios in their best interest. We provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients successfully in making informed financial decisions. Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf.
keywords:Finance
$181M
Total Funding
216
Number of Employees
$59.8M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Modera Wealth Management News
ConocoPhillips had a return on equity of 18.08% and a net margin of ... Modera Wealth Management LLC now owns 4,472 shares of the energy...
... need to establish the account herself, said Stephanie Spies, a certified financial planner with Modera Wealth Management in Westwood.
Padula, Jr., is a principal and wealth manager of Modera Wealth Management, LLC. He specializes in small business owners, college planning,...
Other Companies in Westwood
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $78.8M | 222 | -6% | $31.1M |
#2 | $67.7M | 228 | 21% | N/A |
#3 | $300M | 271 | N/A | N/A |
#4 | $70.4M | 282 | 4% | N/A |
#5 | $44.3M | 284 | 4% | $103.9M |