Modernize Wealth Employee Directory

Modernize Wealth Global Highlights

Location

Employees

North America

6

• United States Of America
  6

Modernize Wealth's Leadership

• 
  J. H.

  Chief Operating Officer

  Mobile Phone

  Email
• 
  B. H.

  Wealth Advisor & Chief Executive Officer At Modernize Wealth

  Mobile Phone

  Email
• 
  J. M. H. C. C.

  Wealth Advisor & Chief Investment Officer

  Mobile Phone

  Email
• 
  J. H.

  Small Business Owner

  Mobile Phone

  Email

Modernize Wealth Employee Metrics

• Business
• Banking
• Other

Banking is the largest department at 67% of profiles with a known department, up from 33% in January 2026, followed by Business (33%, down from 67%).

Contact profiles from Modernize Wealth

• 
  B. H.

  Wealth Advisor & Chief Executive Officer At Modernize Wealth

  Mobile Phone

  Email

  United States, Arizona

  Apr 16, 2026
• 
  J. M. H. C. C.

  Wealth Advisor & Chief Investment Officer

  Mobile Phone

  Email

  United States, Arizona

  Dec 16, 2025
• 
  J. H.

  Chief Operating Officer

  Mobile Phone

  Email

  United States, Arizona

  Jun 07, 2026
• 
  J. H.

  Small Business Owner

  Mobile Phone

  Email

  United States, Arizona

  Apr 12, 2024

• 1

Frequently Asked Questions

What are the largest departments at Modernize Wealth?

Banking is the largest department at 67% of profiles with a known department, up from 33% in January 2026, followed by Business (33%, down from 67%).

How has Modernize Wealth's workforce changed over the past year?

Modernize Wealth's workforce grew 100% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 33% to 67%.

How many employees does Modernize Wealth have currently?

Modernize Wealth has approximately 6 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Modernize Wealth's key employees and leadership?

As of November 2026, Modernize Wealth's key employees include:

• Chief Operating Officer: J. H.
• Wealth Advisor & Chief Executive Officer At Modernize Wealth: B. H.
• Wealth Advisor & Chief Investment Officer: J. M. H. C. C.
• Small Business Owner: J. H.

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What is Modernize Wealth's most common email format?

Modernize Wealth employees' email format typically follows the pattern of First@modernizewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Modernize Wealth email formats with LeadIQ.

What is Modernize Wealth known for?

Modernize Wealth was founded in 2017 and operates in the Financial Services industry. Explore Modernize Wealth's company overview page for more information.