Modern Wealth Management
About Modern Wealth Management
Modern Wealth Management is a company founded in 1996 was acquired by Modern Wealth Management in April 2025. It operates as a Service-Oriented. Modern Wealth Management offers products and services including Financial Planning, Investments, Taxes, Estate Planning, and Insurance.
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- 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
(Apr 09, 2025)
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Products & Services of Modern Wealth Management
Modern Wealth Management offers a comprehensive portfolio of products and services, including Financial 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.
Comprehensive financial planning services are provided to assist clients in achieving their financial and life goals.
Investment management services are offered to optimize client portfolios and manage assets effectively.
Tax planning and preparation services are provided to help clients minimize tax liabilities.
Estate planning solutions are crafted to ensure the efficient transfer of wealth and reduction of estate taxes.
Insurance planning services are offered to protect clients' financial security and mitigate risks.
Funding Insights of Modern 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 Modern Wealth Management
Modern 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 Modern 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 - Modern 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 |
Modern Wealth Management Comparisons
Competitors of Modern Wealth Management
| 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 Modern Wealth Management
When was Modern Wealth Management founded?
Modern Wealth Management was founded in 1996.
What does Modern Wealth Management do?
Modern Wealth Management is dedicated to offering comprehensive wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions. Clients are supported across various sectors with personalized advisory services to ensure financial wellness and security. Innovative approaches and updated technology are utilized to enhance client experiences and outcomes in retirement and investment planning.
What products or services does Modern Wealth Management offer?
Modern Wealth Management offers Financial Planning, Investments, Taxes, Estate Planning, and Insurance.
Who are Modern Wealth Management's investors?
Modern Wealth Management has 1 investor. Key investors include Modern Wealth Management.
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