Modern Wealth Collective

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7220 Trade St Ste 115, San Diego, Califo...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Modern Wealth Collective

Modern Wealth Collective is a financial services firm dedicated to empowering women of color by providing access to comprehensive financial planning and wealth management. They focus on serving Millennial and Gen Z women professionals, female entrepreneurs, and women+ investors of color, offering tailored strategies that align with their unique financial journeys. The firm emphasizes a holistic approach to wealth building, prioritizing education and community impact. With a commitment to inclusivity, Modern Wealth Collective aims to redefine the financial landscape for women by creating a supportive environment for financial growth.Explore more
Modern Wealth Collective's Social MediaPopular SearchesModern Wealth CollectiveSIC Code 62,628NAICS Code 52,523Show more

Is Modern Wealth Collective your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Modern Wealth Collective

Compare insights from companies similar to Modern Wealth Collective, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Modern Wealth Collective

<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2005
CM
Cindy Makowski-SettinaChief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2022
LS
Lisa SheltonOwner and Senior Financial Advisor
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
<$5M
2017
SH
Shari HughesChief Operating Officer
<$5M
1-10
Private
-
-
TJ
Tf JenkinsFounder & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Modern Wealth Collective is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Modern Wealth Collective is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Modern Wealth Collective.

Modern Wealth Collective Tech Stack

A closer look at the technologies used by Modern Wealth Collective

Top Finance Companies

Frequently Asked Questions Regarding Modern Wealth Collective

What is Modern Wealth Collective's official website?
Modern Wealth Collective's official website is www.modernwealthcollective.com
What is Modern Wealth Collective's Revenue?
Modern Wealth Collective's revenue is <$5 Million
What is Modern Wealth Collective's SIC code?
Modern Wealth Collective's SIC: 62,628
What is Modern Wealth Collective's NAICS code?
Modern Wealth Collective's NAICS: 52,523
How many employees does Modern Wealth Collective have?
Modern Wealth Collective has 1-10 employees
What industry does Modern Wealth Collective belong to?
Modern Wealth Collective is in the industry of: Finance, Securities Trading
What is Modern Wealth Collective competition?
Modern Wealth Collective top competitors include: Stone Beacon Capital, Rivergrass WM, MAKERS Wealth Management, RetireRight Financial Planning
What technology does Modern Wealth Collective use?
Some of the popular technologies that Modern Wealth Collective uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
What does Modern Wealth Collective do?

Modern Wealth Collective is a financial services firm dedicated to empowering women of color by providing access to comprehensive financial planning and wealth management. They focus on serving Millennial and Gen Z women professionals, female entrepreneurs, and women+ investors of color, offering tailored strategies that align with their unique fin... ancial journeys. The firm emphasizes a holistic approach to wealth building, prioritizing education and community impact. With a commitment to inclusivity, Modern Wealth Collective aims to redefine the financial landscape for women by creating a supportive environment for financial growth.Read More

What are Modern Wealth Collective social media links?
Modern Wealth Collective Linkedin page
Is Modern Wealth Collective a public company?
Modern Wealth Collective is private company therefore does not currently have an official ticker symbol
See more information about Modern Wealth Collective

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.