Modera Wealth Management Overview
- Founded
-
1983
- Status
-
Private
- Employees
-
85
- Latest Deal Type
-
PE Growth
- Financing Rounds
-
3
- Investments
-
2
Modera Wealth Management General Information
Description
Provider of investment advisory services. The company specializes in wealth management, portfolio management, financial planning, investment management, estate planning and family wealth transfer and others, enabling individuals, business owners, executives and others to get customized services.
Contact Information
Website
www.moderawealth.com
Formerly Known As
Greenbaum & Orecchio
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
- 56 Jefferson Avenue
- Westwood, NJ 07675
- United States
+1 (201) 000-0000
Modera Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Modera Wealth Management Executive Team (12)
Modera Wealth Management Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-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
Modera Wealth Management Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Modera Wealth Management Investments & Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000000 | 30-Dec-2020 | 0000000000 | Consumer Finance | 000 00000 | |
| Keatley Wealth Management | 01-Jan-2020 | Merger/Acquisition | Asset Management | 000000 00 |