About LFM Wealth Management
LFM Wealth Management is a Technology company based in Lenexa (United States) founded in 1996, and was acquired by Modern Wealth Management in December 2024. Financial planning and advisory services are provided to clients. LFM Wealth Management offers products and services including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is Modern Wealth Management, LLC. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Lenexa, United States
- Stage Acquired
- SectorsTechnology
- Website lfmwm.com
- Social LinkedIn Facebook YouTube
- Acquired by Modern Wealth Management (Dec 2024)
- Legal Name Modern Wealth Management, Llc
- Investors
- Acquired byModern Wealth Management
(Dec 2024)
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.
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.
Apps and channels of LFM Wealth Management
its YouTube channel America's Wealth Management Show has 1.64K subscribers and 30 videos.
Videos from LFM Wealth Management
The most watched videos on LFM Wealth Management's YouTube channel, America's Wealth Management Show (1.64K subscribers). Click a video to play it here.
More on America's Wealth Management Show.
Investors in LFM Wealth Management
LFM Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | 2023 | modwm.com | Lenexa, United States |
Investor details for LFM Wealth Management
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Timeline of LFM Wealth Management
2 dated milestones of LFM Wealth Management across 28 years, from founding to its latest funding, stage changes and deals.
- Founded LFM Wealth Management is founded.
- Exit Acquired by Modern Wealth Management.
Competitors of LFM Wealth Management
LFM Wealth Management has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of LFM Wealth Management
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as LFM Wealth Management (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Lfm Wealth Management
Complete news archive for LFM Wealth Management
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Frequently Asked Questions about LFM Wealth Management
LFM Wealth Management was founded in 1996.
LFM Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
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.
LFM Wealth Management's top competitors include The Tifin Group, Ascensus and Learnvest.
LFM Wealth Management offers Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
LFM Wealth Management has 1 investor. Key investors include Modern Wealth Management.
LFM Wealth Management operates through Modern Wealth Management, Llc.
Yes. LFM Wealth Management was acquired by Modern Wealth Management in December 2024.