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Modern Wealth Management Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Modern Wealth Management's estimated annual revenue is currently $36.3M per year.(i)
  • Modern Wealth Management's estimated revenue per employee is $191,889

Employee Data

  • Modern Wealth Management has 189 Employees.(i)
  • Modern Wealth Management grew their employee count by 34% last year.

Modern Wealth Management's People

NameTitleEmail/Phone
1
Co-founder & Co-CEOReveal Email/Phone
2
Chief Operations Officer - Lee's Summit OfficeReveal Email/Phone
3
Managing Director, Partnership DevelopmentReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Managing Director, Head Company Retirement Plan ServicesReveal Email/Phone
7
Executive AdvisorReveal Email/Phone
8
Marketing & Operations Assistant at Modern Wealth ManagementReveal Email/Phone
9
PresidentReveal Email/Phone
10
Senior Tax AssociateReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.9M4712%N/AN/A
#2
$36.3M18934%N/AN/A
#3
$20.4M9724%N/AN/A
#4
$7.5MN/AN/AN/A
#5
$1.5M8-20%N/AN/A
#6
$8.4M420%N/AN/A
#7
$8.4M500%N/AN/A
#8
$264.9M7885%N/AN/A
#9
$6.7M400%N/AN/A
#10
$25.4M1213%N/AN/A
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What Is Modern Wealth Management?

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.\n\nProviding our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

keywords:N/A

N/A

Total Funding

189

Number of Employees

$36.3M

Revenue (est)

34%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$41.3M19319%N/A
#2
$99M2034%N/A
#3
$15M206-2%N/A
#4
$69.3M209-8%N/A
#5
$15M21115%N/A