Modera Wealth Management Overview

  • Founded
  • 1983
  • Status
  • Private
  • Employees
  • 59

Modera Wealth Management General Information


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

Ownership Status
Privately Held (no backing)
Financing Status
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
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Modera Wealth Management Executive Team (1)

Name Title Board Seat Contact Info
Robert Siefert President & wealth Manager
To view Modera Wealth Management’s complete executive team members history, request access »

Modera Wealth Management Board Members (1)

Name Representing Role Since
Karen Keatley Self Board Member 000 0000
To view Modera Wealth Management’s complete board members history, request access »

Modera Wealth Management Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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Modera 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
To view Modera Wealth Management’s complete acquisitions history, request access »