Modern Wealth Management

Lenexa, United States

Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.

Apr 2023

Private Equity

Advice Financial Services Risk Management Wealth Management

Top Investors

Crestview Partners

Founder Contacts

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Frequently Asked Questions about Modern Wealth Management

Who are Modern Wealth Management's investors?

Modern Wealth Management's investors include Crestview Partners.

Where is Modern Wealth Management headquartered?

Modern Wealth Management is headquartered in Lenexa, United States.

What does Modern Wealth Management do?

Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.

What stage is Modern Wealth Management at?

Modern Wealth Management is at the Private Equity stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated April 5, 2023.

MLA

"Modern Wealth Management — Funding & Investors." VCBacked, April 5, 2023, https://www.vcbacked.co/company/modern-wealth-management. Accessed July 1, 2026.

APA

VCBacked. (2023). Modern Wealth Management — Funding & Investors. Retrieved July 1, 2026, from https://www.vcbacked.co/company/modern-wealth-management

Wikipedia (cite web)

{{cite web |title=Modern Wealth Management — Funding & Investors |url=https://www.vcbacked.co/company/modern-wealth-management |website=VCBacked |access-date=July 1, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated April 5, 2023.