Modernize Wealth
Finance · Arizona, United States · 1-10 Employees
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Overview
Headquarters
3075 W Ray Rd Ste 103, Chandler, Arizona...Phone Number
(480) 346-1283Website
www.modernizewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Modernize Wealth
Modernize Wealth, located in Chandler, AZ, specializes in wealth management tailored for modern professionals, including solopreneurs, microbusiness owners, and high-earning 1099 contractors. Their services encompass financial planning, investment management, retirement planning, and more, utilizing a technology-driven approach to create personalized strategies. The firm employs a two-step ModernPro Approach, which includes the ModernPro Foundation for initial planning and the ModernPro Flow for implementation and ongoing support. Their goal is to help clients build wealth and achieve financial stability while accommodating their unique lifestyles and aspirations.Explore more
Modernize Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
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JV
J.R. VidueiraPartner and Economics Specialist and Director of Retirement Planning and Fixed-Income Strategies (CPFA)
Company Profile Activity
Activity Insights
Modernize Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Modernize Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Modernize Wealth.
Modernize Wealth Tech Stack
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Modernize Wealth, located in Chandler, AZ, specializes in wealth management tailored for modern professionals, including solopreneurs, microbusiness owners, and high-earning 1099 contractors. Their services encompass financial planning, investment management, retirement planning, and more, utilizing a technology-driven approach to create personaliz... Read More
