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 9 acquisitions, including Beltz Ianni & Associates, Brown and Company and C&J Wealth 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
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Modern Wealth Management, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$200 M (USD)
in 1 rounds
-
Latest Funding Round
$200 M (USD), Series D
Apr 06, 2023
- Investors
-
Employee Count
Employee Count
-
Investments & Acquisitions
Beltz Ianni & Associates
& 8 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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
People of Modern Wealth Management
Unlock access to complete
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
Unlock access to complete
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
-
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 |
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.
|
Founded Year | Domain | Location |
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 Year | Amount |
|---|---|---|---|---|---|
|
Diversified investment management services are offered to clients nationwide.
|
2001 | ||||
|
Financial planning and advisory services are provided to clients.
|
1996 | ||||
|
Wealth management services are provided by Modern Wealth Management to assist clients in achieving financial security and goals.
|
1996 |
Financial Statements - Modern Wealth Management
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
|
|
| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
|
|
| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
|
|
| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
|
|
| domain | founded_year | HQ Location |
Cloud-based practice management solution for financial advisors is offered.
|
Latest news on Modern Wealth Management
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 current CEO of Modern Wealth Management. 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 06, 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.