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Gathering insights about Modern Wealth Management

Modern Wealth Management Tech Stack

Modern Wealth Management uses 8 technology products and services including LinkedIn Ads, Google Hosted Libraries, Cloudflare, and more. Explore Modern Wealth Management's tech stack below.

  • LinkedIn Ads
    Advertising
  • Google Hosted Libraries
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • Apple iCloud Mail
    Email
  • Yoast SEO
    Search Engines
  • Facebook
    Widgets

Media & News

Modern Wealth Management's Email Address Formats

Modern Wealth Management uses at least 2 format(s):
Modern Wealth Management Email FormatsExamplePercentage
First@barberfinancialgroup.comJohn@barberfinancialgroup.com
58%
FirstL@barberfinancialgroup.comJohnD@barberfinancialgroup.com
26%
Last@barberfinancialgroup.comDoe@barberfinancialgroup.com
8%
First.Last@barberfinancialgroup.comJohn.Doe@barberfinancialgroup.com
5%
LastF@barberfinancialgroup.comDoeJ@barberfinancialgroup.com
2%
FLast@barberfinancialgroup.comJDoe@barberfinancialgroup.com
1%
First.Last@modwm.comJohn.Doe@modwm.com
89%
First.Last@modwm.comJohn.Doe@modwm.com
6%
First.Last@modwm.comJohn.Doe@modwm.com
5%

Frequently Asked Questions

What is Modern Wealth Management's phone number?

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You can contact Modern Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Modern Wealth Management's official website and social media links?

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Modern Wealth Management's official website is modwm.com and has social profiles on LinkedInCrunchbase.

What is Modern Wealth Management's NAICS code?

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Modern Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Modern Wealth Management have currently?

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As of December 2025, Modern Wealth Management has approximately 227 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Compliance And Legal Officer: J. R.Chief Marketing Officer: A. B.Chief Operating Officer: A. B.. Explore Modern Wealth Management's employee directory with LeadIQ.

What industry does Modern Wealth Management belong to?

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Modern Wealth Management operates in the Financial Services industry.

What technology does Modern Wealth Management use?

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Modern Wealth Management's tech stack includes LinkedIn AdsGoogle Hosted LibrariesCloudflareOpen GraphShopifyApple iCloud MailYoast SEOFacebook.

What is Modern Wealth Management's email format?

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Modern Wealth Management's email format typically follows the pattern of First@barberfinancialgroup.com. Find more Modern Wealth Management email formats with LeadIQ.

How much funding has Modern Wealth Management raised to date?

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As of December 2025, Modern Wealth Management has raised $200M in funding. The last funding round occurred on Apr 05, 2023 for $200M.

When was Modern Wealth Management founded?

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Modern Wealth Management was founded in 1996.

Modern Wealth Management

Financial ServicesKansas, United States201-500 Employees

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.

Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

Section iconCompany Overview

Phone number
Website
modwm.com
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconFunding & Financials

  • $200M

    Modern Wealth Management has raised a total of $200M of funding over 1 rounds. Their latest funding round was raised on Apr 05, 2023 in the amount of $200M.

  • $100M$250M

    Modern Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $200M

    Modern Wealth Management has raised a total of $200M of funding over 1 rounds. Their latest funding round was raised on Apr 05, 2023 in the amount of $200M.

  • $100M$250M

    Modern Wealth Management's revenue is estimated to be in the range of $100M$250M

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