About Modern Wealth Management
Modern Wealth Management is a Technology company based in Lenexa (United States) founded in 2023 by Jason Gordo, Gary Roth, and Mike Capelle. Wealth management services are provided to clients by the firm. Modern Wealth Management has raised $200 million across 1 funding round from investors including Crestview Partners. Modern Wealth Management has completed 9 acquisitions, including Beltz Ianni & Associates, Brown and Company and C&J Wealth Advisors. Its chief executive, as recorded, is Gary Roth. Its website modwm.com draws about 25 thousand monthly visits. Modern Wealth Management offers products and services including Retirement Planning, Investment Management, and Tax Services. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is Modern Wealth Management, LLC. Its competitors include Planful, iraLogix and Asset-Map; 3 of its 3 listed competitors have raised funding.
Company details
Modern Wealth Management was founded in 2023 and is headquartered in Lenexa, United States. Operations focus on the financial services sector, where comprehensive wealth management solutions are delivered. Services encompass investment advisory, portfolio management, and financial planning for high-net-worth individuals and institutions. The company is led by co-founders Jason Gordo, Gary Roth, and Mike Capelle, with an emphasis on personalized strategies in a regulated environment.
- Total Equity Funding$200M (USD)
in 1 rounds
- Latest Funding Round$200M (USD), Series D
Apr 2023
- Investors
- Investments & AcquisitionsBeltz Ianni & Associates
& 8 more
Products & Services of Modern Wealth Management
Modern Wealth Management offers a comprehensive portfolio of products and services, including Retirement Planning, Investment Management, and Tax Services.
Assists in managing retirement needs and strategies
Handles client investments for growth and security
Provides advice on tax planning and compliance
Apps and channels of Modern Wealth Management
its YouTube channel America's Wealth Management Show has 1.64K subscribers and 30 videos.
Videos from Modern Wealth Management
The most watched videos on Modern 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.
Funding Insights of Modern Wealth Management
Modern Wealth Management has successfully raised a total of $200M through 1 strategic funding round. The most recent funding activity was a Series D round of $200 million completed in April 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $200M
- Total Rounds 1
- Last Round Series D — $200M
- First Round $200M
(Apr 2023)
- Investors Count 1
All 1 funding rounds of Modern 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 |
|---|---|---|---|---|---|
| Apr 2023 | $200M | Series D | – | – |
1 investors in total: 1 institutional.
Investors in Modern Wealth Management
Modern Wealth Management has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Crestview Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment firm focusing on partnerships, business strategy, and value addition through experience. | crestview.com |
Investor details for Modern Wealth Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Modern Wealth Management
57 people are tracked at Modern Wealth Management (30 in leadership, 27 in team).
| Name | Role | Group |
|---|---|---|
Jason Gordo | Co-Founder | Leadership |
Gary Roth | Co-Founder & Co-CEO | Leadership |
Mike Capelle | Co-Founder & Co-CEO | Leadership |
Rachael Bellah | Managing Director | Leadership |
Jason del Col | Capital Partner & Head Of Advisory Services | Leadership |
Dean Barber | President & CEO | Leadership |
Martin James | Managing Director | Leadership |
Stephen T. | Director Of Investments | Leadership |
Chad Webb | Vice President, People And Operations | Leadership |
Michelle Cannan | Managing Director, Head Of Company Retirement Plan Services | Leadership |
Brian Johnson | Managing Director | Leadership |
Kyle James | Managing Director | Leadership |
Jeremiah Johnson | Managing Director | Leadership |
Bud Kasper | Managing Director | Leadership |
Sheila Walker | Director Of Tax Compliance | Leadership |
Juls Cook Tramposh | Director Of Client Relationships | Leadership |
Corine Handlos | Director Of Operations | Leadership |
Ken Osiwala | Managing Director | Leadership |
Karen Sievert | Director Of Operations | Leadership |
Paula Jackson | Director Of First Impressions | Leadership |
37 more people are available in the full profile.
Complete people profiles for Modern Wealth Management
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Investments & Acquisitions by Modern Wealth Management
Modern Wealth Management has strategically engaged in corporate development activities, having acquired 9 companies. Notable acquisitions include Beltz Ianni & Associates, Brown and Company and C&J Wealth Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides financial planning and investment advice to executives and business owners. | brownandco.com | Denver, United States | 1983 | Apr 2026 | •••• | |
Wealth management services are provided by Modern Wealth Management to assist clients in achieving financial security and goals. | earn4u.com | 1996 | Apr 2025 | •••• | ||
Fee-only wealth management services are provided to Silicon Valley clients. | wadefa.com | Campbell, United States | 1992 | Apr 2025 | •••• | |
Financial planning and advisory services are provided to clients. | lfmwm.com | Lenexa, United States | 1996 | Dec 2024 | •••• | |
Comprehensive wealth management services are provided to clients. | gardey.com | Saginaw, United States | 1985 | Dec 2024 | •••• | |
Provider of wealth management services to individuals, specializing in retirement income planning, investment management, and financial planning | petsofinancial.com | Lenexa, United States | 1996 | Oct 2024 | $1.4B | |
Financial planning, wealth, and investment management services are provided. | cjwealth.com | Knoxville, United States | 1982 | Jul 2024 | •••• | |
Diversified investment management services are offered to clients nationwide. | beltz-ianni.com | Rochester, United States | 2001 | Mar 2024 | •••• | |
Accounting, financing, bookkeeping, and tax planning services are offered. | mjamescpa.com | Mooresville, United States | 1986 | Oct 2023 | •••• |
Complete acquisition details for Modern Wealth Management
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Complete history
- Exports
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Timeline of Modern Wealth Management
11 dated milestones of Modern Wealth Management across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Modern Wealth Management is founded.
- Funding First funding round of $200.0M.
- Acquisition Acquires Martin James Investment & Tax Management.
- Acquisition Acquires Beltz Ianni & Associates.
- Acquisition Acquires C&J Wealth Advisors.
- Acquisition Acquires Petso Financial Consultants.
- Acquisition Acquires LFM Wealth Management.
- Acquisition Acquires Gardey Financial Advisors.
- Acquisition Acquires Wade Financial Advisory.
- Acquisition Acquires Modern Wealth Management.
- Acquisition Acquires Brown and Company.
Competitors of Modern Wealth Management
Modern Wealth Management has 3 listed competitors in our database, 3 of them funded. They include Planful, iraLogix and Asset-Map.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. | ||
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. |
Detailed competitors of Modern Wealth Management
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Web traffic of Modern Wealth Management
The website of Modern Wealth Management (modwm.com) receives about 24.8K visits a month.
- Monthly visits24.8K
▲ 43.3% vs previous month
Websites whose visitors overlap most with Modern Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| oxygenfinancial.com | 100% | #4,435,221 | View details | ||
youstaywealthy.com | youstaywealthy.com | 94% | #2,452,461 | – | |
fuchsfinancial.com | fuchsfinancial.com | 94% | #2,047,866 | – | |
financialducksinarow.com | financialducksinarow.com | 88% | #5,020,953 | – | |
investor.com | investor.com | 84% | #2,797,517 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Modern Wealth Management
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Modern 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 Modern Wealth Management
Complete news archive for Modern Wealth Management
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Frequently Asked Questions about Modern Wealth Management
Modern Wealth Management was founded in 2023.
Modern Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
Gary Roth is the CEO of Modern Wealth Management, as recorded in our data. They have also founded this company.
Modern Wealth Management is a funded company, having raised a total of $200M across 1 funding round to date. The company's 1st funding round was a Series D of $200M, raised on Apr 2023.
Modern Wealth Management was founded in 2023 and is headquartered in Lenexa, United States. Operations focus on the financial services sector, where comprehensive wealth management solutions are delivered. Services encompass investment advisory, portfolio management, and financial planning for high-net-worth individuals and institutions. The company is led by co-founders Jason Gordo, Gary Roth, and Mike Capelle, with an emphasis on personalized strategies in a regulated environment.
Modern Wealth Management offers Retirement Planning, Investment Management, and Tax Services.
Modern Wealth Management has made 9 acquisitions, including Beltz Ianni & Associates, Brown and Company, and C&J Wealth Advisors.
Modern Wealth Management has 1 investor. Key investors include Crestview Partners.
Modern Wealth Management operates through Modern Wealth Management, Llc.