About Modern Wealth Management
Modern Wealth Management is a company based in Lenexa (United States) founded in 2023 by Jason Gordo, Gary Roth, and Mike Capelle.. Modern Wealth Management has raised $200 million across 1 funding round from investors including Crestview Partners. Modern Wealth Management has completed 8 acquisitions, including Beltz Ianni & Associates, C&J Wealth Advisors and Gardey Financial Advisors. Modern Wealth Management offers products and services including Retirement Planning, Investment Management, and Tax Services. Modern Wealth Management operates in a competitive market with competitors including Iress, Planful, Link Group, iraLogix and Asset-Map, among others.
- Headquarter Lenexa, United States
- Founders Jason Gordo, Gary Roth, Mike Capelle
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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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Total Equity Funding
$200 M (USD)
in 1 rounds
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Latest Funding Round
$200 M (USD), Series D
Apr 06, 2023
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Beltz Ianni & Associates
& 7 more
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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. 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.
Assists in managing retirement needs and strategies
Handles client investments for growth and security
Provides advice on tax planning and compliance
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Leadership Team
20 people
Client Team
7 people
Operations Team
5 people
Finance and Accounting
3 people
Software Development Team
2 people
Office Team
2 people
Human Resources and Administration
2 people
Legal and Compliance
2 people
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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 Total Funding
- Total Rounds 1
- Last Round Series D — $200.0M
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First Round
First Round
(06 Apr 2023)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2023 | Amount | Series D - Modern Wealth Management | Valuation |
investors |
| 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, including venture fund investors. Prominent investors backing the company include Crestview Partners. 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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Investment firm focusing on partnerships, business strategy, and value addition through experience.
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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
Modern Wealth Management has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Beltz Ianni & Associates, C&J Wealth Advisors and Gardey Financial Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified investment management services are offered to clients nationwide.
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2001 | ||||
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Financial planning and advisory services are provided to clients.
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1996 | ||||
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Wealth management services are provided by Modern Wealth Management to assist clients in achieving financial security and goals.
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1996 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
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
Modern 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 Iress, Planful, Link Group, iraLogix and Asset-Map, 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 |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Cloud-based practice management solution for financial advisors is offered.
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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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On-demand services are booked through an app-based platform.
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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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Latest news on Modern Wealth Management
Frequently Asked Questions about Modern Wealth Management
When was Modern Wealth Management founded?
Modern Wealth Management was founded in 2023.
Where is Modern Wealth Management located?
Modern Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
Who is the current CEO of Modern Wealth Management?
Gary Roth is the current CEO of Modern Wealth Management. They have also founded this company.
Is Modern Wealth Management a funded 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 06, 2023.
What does Modern Wealth Management do?
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.
Who are the top competitors of Modern Wealth Management?
What products or services does Modern Wealth Management offer?
Modern Wealth Management offers Retirement Planning, Investment Management, and Tax Services.
How many acquisitions has Modern Wealth Management made?
Modern Wealth Management has made 8 acquisitions, including Beltz Ianni & Associates, C&J Wealth Advisors, and Gardey Financial Advisors.
Who are Modern Wealth Management's investors?
Modern Wealth Management has 1 investor. Key investors include Crestview Partners.
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