About LFM Wealth Management
LFM Wealth Management is a company based in Lenexa (United States) founded in 1996 was acquired by Modern Wealth Management in December 2024.. LFM Wealth Management offers products and services including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance. LFM Wealth Management operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter Lenexa, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Modern Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Modern Wealth Management
(Dec 10, 2024)
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Products & Services of LFM Wealth Management
LFM Wealth Management offers a comprehensive portfolio of products and services, including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Services for managing retirement investments and goals.
Advisory on portfolio management and financial growth strategies.
Assistance with tax planning and optimization for clients.
Guidance on estate management and legacy planning needs.
Advice on insurance options for financial protection.
Funding Insights of LFM Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in LFM Wealth Management
LFM Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients by the firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by LFM Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - LFM Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lfm Wealth Management Comparisons
Competitors of LFM Wealth Management
LFM Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about LFM Wealth Management
When was LFM Wealth Management founded?
LFM Wealth Management was founded in 1996.
Where is LFM Wealth Management located?
LFM Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
What does LFM Wealth Management do?
LFM Wealth Management was founded in 1996 and operates from Lenexa, United States, within the financial services sector. A variety of advisory services is delivered, encompassing retirement planning, investment strategies, tax optimization, estate management, insurance evaluation, and additional related areas. Operations focus on personalized financial guidance for individuals and entities across the region.
Who are the top competitors of LFM Wealth Management?
LFM Wealth Management's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does LFM Wealth Management offer?
LFM Wealth Management offers Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
Who are LFM Wealth Management's investors?
LFM Wealth Management has 1 investor. Key investors include Modern Wealth Management.