Modera Wealth Management

United States
Minneota, Minnesota, United States

Company profile

Modera Wealth Management company profile

Modera specializes in providing wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations. Founded in 1983, Modera was founded in Westwood, NJ.

Business identity

Contact email
[email protected]
Phone number
201.768.4600
Operating status
Active
Company type
For Profit
Employee range
51-100 employees
Revenue range
$1M-$10M
Founded
1983-01-01, Year

Headquarters

Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding rounds
1
Last funding
Debt Financing / $45M / 2024-02-22
Investors
1
Lead investors
1
Articles
21

Founders and investors

Lead investors

Cambridge Savings Bank

Investors

Cambridge Savings Bank