Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
Modern Wealth Management has raised $200.0M in total funding. The most recent round was Private Equity. The last funding was announced in April 2023.
Modern Wealth Management's investors include Crestview Partners.
Modern Wealth Management is headquartered in Lenexa, United States.
Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
Modern Wealth Management is at the Private Equity stage.
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"Modern Wealth Management — Funding & Investors." VCBacked, April 5, 2023, https://www.vcbacked.co/company/modern-wealth-management. Accessed August 13, 2026.
VCBacked. (2023). Modern Wealth Management — Funding & Investors. Retrieved August 13, 2026, from https://www.vcbacked.co/company/modern-wealth-management
{{cite web |title=Modern Wealth Management — Funding & Investors |url=https://www.vcbacked.co/company/modern-wealth-management |website=VCBacked |access-date=August 13, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated