Modera Wealth Management Revenue
Financial Services • 
Westwood, New Jersey, United States • 101-200 Employees
Modera Wealth Management revenue & valuation
| Annual revenue | $17,200,000 |
| Revenue per employee | $92,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $55,100,000 |
| Total funding | $45,000,000 |
Key Contacts at Modera Wealth Management
Company overview
| Headquarters | 56 Jefferson Ave, Westwood, NJ 07675, US |
| Phone number | +12017684600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Financial Advisor, Tax Planning, Educational Funding, Wealth Management, Retirement Planning, Financial Planner, Financial Planning, Estate Planning, Fee-Only, Family Gifting, Goal Identification, Cash Flow Budgeting, Charitable Intent |
| Employees | 101-200 |
| Socials |
Modera Wealth Management Email Formats
Modera Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@moderawealth.com), used 47.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@moderawealth.com | 77.7% |
{first name}{last name} | johndoe@moderawealth.com | 16% |
{last name}{last name} | doedoe@moderawealth.com | 1.8% |
About Modera Wealth Management
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Modera Wealth Management has 99 employees across 11 departments.
Departments
Number of employees
Funding Data
Explore Modera Wealth Management's funding history, including investment rounds, total capital raised, and key backers.
Modera Wealth Management Tech Stack
Discover the technologies and tools that power Modera Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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