Modera Wealth Management
Finance · New Jersey, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
56 Jefferson Ave, Westwood, New Jersey, ...Phone Number
(201) 768-4600Website
www.moderawealth.comRevenue
$103.1 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
4
4
4
4
About Modera Wealth Management
Founded in 1983 and headquartered in Charlotte, North Carolina, Modera Wealth Management provides wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations.Explore more
Modera Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Modera Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Modera Wealth Management has new funding data
Modera Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Modera Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Modera Wealth Management
Website visits: Recent activity has been detected on your website
Check out if Modera Wealth Management is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Modera Wealth Management launches new products
Earning: See what the market has to say on Modera Wealth Management recently announced quarterly report
Click to see if Modera Wealth Management had a recent Job posting/layoffs
Recommended Actions
Find VP level buyers at Modera Wealth Management
Find more new buyers
Compare Similar Companies to Modera Wealth Management
Compare insights from companies similar to Modera Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Modera Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Modera Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Modera Wealth Management.
Modera Wealth Management Tech Stack
A closer look at the technologies used by Modera Wealth Management
Most Recent Scoops
Hiring Plans
Modera Wealth Management has more open roles in Marketing than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Modera Wealth Management has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Leveraged Finance, Budget Management, Compliance Implementation, Financial Software, Risk Mitigation, Risk Management, and Contract Negotiation.
Hiring Plans
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Person-Based
Person-Based
Modera Wealth Management News & Media
Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth WESTWOOD, N.J., Nov. 21, 2024 /PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm with $12.5 billion in assets under management (AUM,...Cambridge Savings Bank Leads $45M Participation Loan for Modera Wealth Management, LLC’s Transaction with Parsec Financial Management, Inc.
CAMBRIDGE, Mass.--(BUSINESS WIRE)-- #SMBs--Cambridge Savings Bank was the lead bank in a $45M participation loan for Modera Wealth Management's transaction with Parsec Financial Management.Modera Wealth Management Acquires Parsec Financial
Transaction joins like-minded teams to strengthen Modera's leadership position in the fee-only fiduciary space WESTWOOD, N.J. , May 1, 2023 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville,...Modera Wealth Management Expands to Virginia
WESTWOOD, N.J., Nov. 22, 2022 /PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Modera Wealth Management
Sign Up For FreeTo access detailed company insights
Founded in 1983 and headquartered in Charlotte, North Carolina, Modera Wealth Management provides wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations.... Read More
