About Modera Wealth Management
Modera Wealth Management is a Financial Services company based in Westwood (United States) founded in 1983. Diversified investment management and wealth advisory services are provided. Modera Wealth Management has completed 3 acquisitions, including Bay Point Wealth, Bernhardt Wealth Management and Parsec Financial. Its website moderawealth.com draws about 15 thousand monthly visits. Modera Wealth Management offers products and services including Financial Planning, Investment Management, Tax Services, and Trust Services. Its focus areas include Asset Management and Diversified. Its legal entity is MODERA WEALTH MANAGEMENT, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Modera Wealth Management was established in 1983 as a firm focused on the financial services sector. Operations are centered in Westwood, United States, with services encompassing diversified investment strategies and comprehensive wealth management solutions. Advisory support for portfolio management, financial planning, and risk assessment is extended to clients, primarily high-net-worth individuals and institutions, through a structured approach to asset allocation and long-term growth.
- Headquarters Westwood, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website moderawealth.com
- Social LinkedIn Facebook YouTube
- Legal Name Modera Wealth Management, Llc
- Latest Funding Round$45M (USD), Debt – Conventional
Feb 2024
- Investors
- Investments & AcquisitionsBay Point Wealth
& 2 more
Products & Services of Modera Wealth Management
Modera Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Services, and Trust Services.
Offers strategic planning for retirement and estate management.
Manages diversified portfolios to meet client goals.
Provides assistance with income tax and planning needs.
Handles trust administration for estates and nonprofits.
Apps and channels of Modera Wealth Management
its YouTube channel Modera Wealth Management, LLC has 472 subscribers and 30 videos.
Videos from Modera Wealth Management
The most watched videos on Modera Wealth Management's YouTube channel, Modera Wealth Management, LLC (472 subscribers). Click a video to play it here.
More on Modera Wealth Management, LLC.
Funding Insights of Modera Wealth Management
- Total Rounds 1
- Last Round Debt – Conventional — $45M
- First Round $45M
(Feb 2024)
- Investors Count 1
All 1 funding rounds of Modera Wealth Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2024 | $45M | Debt – Conventional | – | – |
1 investors in total: 1 institutional.
Investors in Modera Wealth Management
Modera Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cambridge Savings Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are offered in the United States. | 1834 | cambridgesavings.com | Cambridge, United States |
Investor details for Modera Wealth Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Modera Wealth Management
36 people are tracked at Modera Wealth Management (18 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Corey Dodgson | Director Of Human Resources | Leadership |
George T. Padula | Principal, Wealth Manager And Chief Investment Officer | Leadership |
John J. Ceparano | Principal, Wealth Manager And Co-director Of Retirement Business Services | Leadership |
Charles P. Boinske | Chief Visionary Officer I Wealth Manager I Podcaster | Leadership |
Laurie A. Vitali | Principal & Chief People Officer/chro | Leadership |
Noemi Perez | Director Of Human Resources Operations | Leadership |
Peter Somich | Principal & Director of Finance | Leadership |
Tom Orecchio | Chief Executive Officer | Leadership |
Jennifer Faherty | Head Of Coaching | Leadership |
Theresa Apruzzese Days | Principal And Chief Compliance Officer | Leadership |
Jeanne Owens | Director Of Operations | Leadership |
Karen R. Keatley | Principal & Chief Wealth Management Officer | Leadership |
Kevin P. Sweeney | Chief Legal Officer, Principal & Wealth Manager | Leadership |
Brad Burlingham | Director Of Tax Services | Leadership |
Rakhee Gor | Director Of Operations | Leadership |
Mark Lewis | Director Of Facilities | Leadership |
Kirsten Ly | Director Of Marketing | Leadership |
Adam Leone | Chief Wealth Management Officer | Leadership |
Kelly A. Henning | Principal & Wealth Manager | Team |
Timothy Clark | Principal And Wealth Manager | Team |
16 more people are available in the full profile.
Complete people profiles for Modera Wealth Management
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Investments & Acquisitions by Modera Wealth Management
Modera Wealth Management has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Bay Point Wealth, Bernhardt Wealth Management and Parsec Financial.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth is managed through financial planning, investments, and tax expertise. | baypointwealth.com | Annapolis, United States | 1995 | Nov 2024 | $467M | |
Wealth management firm | parsecfinancial.com | Asheville, United States | 1980 | May 2023 | •••• | |
Diversified asset management services are offered by the firm. | bernhardtwealth.com | Mclean, United States | 1994 | Nov 2022 | •••• |
Complete acquisition details for Modera Wealth Management
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
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- Exports
Verified entity values are shown only after access is granted.
Timeline of Modera Wealth Management
5 dated milestones of Modera Wealth Management across 41 years, from founding to its latest funding, stage changes and deals.
- Founded Modera Wealth Management is founded.
- Acquisition Acquires Bernhardt Wealth Management.
- Acquisition Acquires Parsec Financial.
- Funding First funding round of $45.0M.
- Acquisition Acquires Bay Point Wealth.
Competitors of Modera Wealth Management
Modera Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Modera Wealth Management
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- Full competitor set
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Web traffic of Modera Wealth Management
The website of Modera Wealth Management (moderawealth.com) receives about 15.2K visits a month.
- Monthly visits15.2K
▲ 27.9% vs previous month
Websites whose visitors overlap most with Modera Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| savantwealth.com | 100% | 169K | #319,069 | View details | |
obermeyerasset.com | obermeyerasset.com | 96% | – | ||
| pencewealthmanagement.com | 96% | 2.5K | #6,847,822 | View details | |
monumentwealthmanagement.com | monumentwealthmanagement.com | 93% | #5,055,217 | – | |
| gersteinfisher.com | 91% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for Modera Wealth Management
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- 16 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Modera Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Modera Wealth Management
Complete news archive for Modera Wealth Management
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Frequently Asked Questions about Modera Wealth Management
Modera Wealth Management was founded in 1983 and raised its 1st funding round 41 years after it was founded.
Modera Wealth Management is headquartered in Westwood, United States. It is registered at Westwood, California, United States.
Modera Wealth Management was established in 1983 as a firm focused on the financial services sector. Operations are centered in Westwood, United States, with services encompassing diversified investment strategies and comprehensive wealth management solutions. Advisory support for portfolio management, financial planning, and risk assessment is extended to clients, primarily high-net-worth individuals and institutions, through a structured approach to asset allocation and long-term growth.
Modera Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Modera Wealth Management offers Financial Planning, Investment Management, Tax Services, and Trust Services.
Modera Wealth Management has made 3 acquisitions, including Bay Point Wealth, Bernhardt Wealth Management, and Parsec Financial.
Modera Wealth Management has 1 investor. Key investors include Cambridge Savings Bank.
Modera Wealth Management operates through Modera Wealth Management, Llc.