Modera Wealth Management Overview
- Founded
- 1983
- Status
- Private
- Employees
- 59
Modera Wealth Management General Information
Description
Provider of wealth management, portfolio management, investment management, and financial planning. The company operates within the industries of asset management, other financial services, and other capital markets/institutions.
Contact Information
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Modera Wealth Management Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Robert Siefert | President & wealth Manager |
Modera Wealth Management Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| Karen Keatley | Self | Board Member | 000 0000 |
Modera Wealth Management Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trialModera Wealth Management Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 000000 000 | 01-Jan-2020 | 000000000000000000 | Asset Management | 000000 0000000 |