Insights

Expansion Strategy Modera Wealth Management has been actively expanding its investment portfolio with strategic stakes in various assets such as First Foundation Inc., Vanguard Russell 1000, and Realty Income. This demonstrates a commitment to growth and diversification, presenting a prime opportunity for cross-selling related financial services.

Investment in High-Value Assets Through investments totaling millions in companies like Marsh & McLennan, West Pharmaceutical Services, and Schwab Emerging Markets Equity ETF, Modera Wealth Management showcases a preference for high-value assets. Sales development representatives can leverage this to target clients looking for robust investment opportunities.

Technology Adoption Utilization of tech tools like Cloudflare CDN, Drupal, and PWA positions Modera as a forward-thinking firm. This tech-savvy approach can resonate with clients seeking innovative financial services solutions, offering an entry point for sales conversations around modern investment platforms.

Revenue & Financial Strength With revenue ranging from $10M to $50M and substantial funding of $45M, Modera demonstrates financial stability and growth potential. Sales professionals can leverage the company's strong financial standing to instill confidence in potential clients seeking reliable wealth management partners.

Competitive Analysis Modera's positioning among similar companies like Edelman Financial Engines and EP Wealth Advisors indicates a competitive strength in the mid-tier financial services market. Sales development representatives can capitalize on this positioning to attract clients seeking personalized, client-focused financial advisory services.

Modera Wealth Management Tech Stack

Modera Wealth Management uses 8 technology products and services including Cloudflare CDN, Cloudflare, Drupal, and more. Explore Modera Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Drupal
    Content Management System
  • PWA
    Miscellaneous
  • RSS
    Miscellaneous
  • Revslider
    Miscellaneous
  • Elementor
    Page Builders
  • AddToAny
    Widgets

Media & News

Modera Wealth Management's Email Address Formats

Modera Wealth Management uses at least 1 format(s):
Modera Wealth Management Email FormatsExamplePercentage
FirstL@moderawealth.comJohnD@moderawealth.com
94%
FLast@moderawealth.comJDoe@moderawealth.com
5%
First.Last@moderawealth.comJohn.Doe@moderawealth.com
1%

Frequently Asked Questions

Where is Modera Wealth Management's headquarters located?

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Modera Wealth Management's main headquarters is located at 56 Jefferson Ave Westwood, NJ 07675 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Modera Wealth Management's phone number?

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You can contact Modera 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 Modera Wealth Management's stock symbol?

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Modera Wealth Management is a publicly traded company; the company's stock symbol is N/A.

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

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Modera Wealth Management's official website is moderawealth.com and has social profiles on LinkedIn.

How much revenue does Modera Wealth Management generate?

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As of November 2024, Modera Wealth Management's annual revenue reached $15M.

What is Modera Wealth Management's SIC code NAICS code?

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Modera Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Modera Wealth Management have currently?

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As of November 2024, Modera Wealth Management has approximately 181 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: T. O.Chief People Officer/Chro: L. H. V.Chief Growth Officer: R. M.. Explore Modera Wealth Management's employee directory with LeadIQ.

What industry does Modera Wealth Management belong to?

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Modera Wealth Management operates in the Financial Services industry.

What technology does Modera Wealth Management use?

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Modera Wealth Management's tech stack includes Cloudflare CDNCloudflareDrupalPWARSSRevsliderElementorAddToAny.

What is Modera Wealth Management's email format?

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Modera Wealth Management's email format typically follows the pattern of . Find more Modera Wealth Management email formats with LeadIQ.

How much funding has Modera Wealth Management raised to date?

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As of November 2024, Modera Wealth Management has raised $45M in funding. The last funding round occurred on Feb 22, 2024 for $45M.
Modera Wealth Management

Modera Wealth Management

Financial ServicesNew Jersey, United States51-200 Employees

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind.

Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.

Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

Section iconCompany Overview

Headquarters
56 Jefferson Ave Westwood, NJ 07675 US
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $45M

    Modera Wealth Management has raised a total of $45M of funding over 1 rounds. Their latest funding round was raised on Feb 22, 2024 in the amount of $45M.

  • $10M$50M

    Modera Wealth Management's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $45M

    Modera Wealth Management has raised a total of $45M of funding over 1 rounds. Their latest funding round was raised on Feb 22, 2024 in the amount of $45M.

  • $10M$50M

    Modera Wealth Management's revenue is in the range of $10M$50M

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