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
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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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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Investments & Acquisitions
Beltz Ianni & Associates
& 8 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.
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
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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.
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.
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Investment firm focusing on partnerships, business strategy, and value addition through experience.
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Investor details 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.
Investment portfolio details for Modern Wealth Management
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- Portfolio identities
- Transaction dates
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| 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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Financial planning and advisory services are provided to clients.
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Locked | Locked | 1996 | Locked | |
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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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Locked | Locked | 1996 | Locked |
Complete acquisition details for Modern Wealth Management
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Financial Statements - Modern Wealth Management
Detailed financials for Modern Wealth Management
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Modern Wealth Management Comparisons
Peer comparison for Modern Wealth Management
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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 |
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Wealth management solutions are provided online for financial markets.
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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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Cloud-based practice management solution for financial advisors is offered.
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Detailed competitors of Modern Wealth Management
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Latest news on 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 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.
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.