Modera Wealth Management Overview

  • Year Founded
  • 1983

Year Founded

  • Status
  • Private

  • Employees
  • 200

Employees

  • Latest Deal Type
  • Debt - Acquisition

  • Financing Rounds
  • 6

  • Investments
  • 4

Modera Wealth Management General Information

Description

Provider of investment advisory services intended to cater to the needs of business owners, healthcare professionals, surviving spouses and other gender identities. The company specializes in portfolio management, financial planning, wealth management, estate planning and family wealth transfer, ensuring its clients get access to new investment opportunities.

Contact Information

Website
www.moderawealth.com
Formerly Known As
Greenbaum & Orecchio
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 56 Jefferson Avenue
  • Westwood, NJ 07675
  • United States
+1 (201)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Accounting, Audit and Tax Services (B2B)
Corporate Office
  • 56 Jefferson Avenue
  • Westwood, NJ 07675
  • United States
+1 (201)

Modera Wealth Management Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Modera Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Modera Wealth Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment advisory services intended to cater to the needs of business owners, healthcare professionals, su
Asset Management
Westwood, NJ
200 As of 2024

Atlanta, GA
 

Overland Park, KS
 
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Modera Wealth Management Competitors (34)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Rollins Financial Advisors Corporate Backed or Acquired Atlanta, GA
Creative Planning Private Equity-Backed Overland Park, KS
Mercer Advisors Private Equity-Backed Denver, CO
Sanctum Wealth Private Equity-Backed Mumbai, India
Hightower Austin Corporate Backed or Acquired Austin, TX
You’re viewing 5 of 34 competitors. Get the full list »

Modera Wealth Management Executive Team (21)

Name Title Board Seat
Tom Orecchio Co-Owner, Chief Executive Officer, Principal and Wealth Manager
Joseph McCuine Chief Financial Officer & President
Harli Palme Chief Operating Officer & Principal
Theresa Days JD Principal & Chief Compliance Officer
Bill Hansen Co-Chief Investment Officer & Principal
You’re viewing 5 of 21 executive team members. Get the full list »

Modera Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Modera Wealth Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Modera Wealth Management Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Parsec Financial 25-Apr-2023 Asset Management
Bernhardt Wealth Management 22-Nov-2022 Asset Management
Independence Advisors 30-Dec-2020 Other Financial Services
Keatley Wealth Management 01-Jan-2020 Merger/Acquisition Other Financial Services
To view Modera Wealth Management’s complete investments and acquisitions history, request access »

Modera Wealth Management FAQs

  • When was Modera Wealth Management founded?

    Modera Wealth Management was founded in 1983.

  • Who is the CEO of Modera Wealth Management?

    Tom Orecchio is the CEO of Modera Wealth Management.

  • Where is Modera Wealth Management headquartered?

    Modera Wealth Management is headquartered in Westwood, NJ.

  • What is the size of Modera Wealth Management?

    Modera Wealth Management has 200 total employees.

  • What industry is Modera Wealth Management in?

    Modera Wealth Management’s primary industry is Asset Management.

  • Is Modera Wealth Management a private or public company?

    Modera Wealth Management is a Private company.

  • What is Modera Wealth Management’s current revenue?

    The current revenue for Modera Wealth Management is .

  • How much funding has Modera Wealth Management raised over time?

    Modera Wealth Management has raised $26M.

  • Who are Modera Wealth Management’s investors?

    TRIA Capital Partners has invested in Modera Wealth Management.

  • Who are Modera Wealth Management’s competitors?

    Rollins Financial Advisors, Creative Planning, Mercer Advisors, Sanctum Wealth, and Hightower Austin are some of the 34 competitors of Modera Wealth Management.

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