Who has invested in Modern Wealth Management?

Crestview Partners are named among the investors backing Modern Wealth Management.

Modern Wealth Management Funding: $200M Raised, Growth

Modern Wealth Management funding overview

Modern Wealth Management has raised $200M in total disclosed funding. That places its disclosed total in the $100M–$250M range. Its most recent disclosed round is a Growth announced in April 2023. The round record for Modern Wealth Management runs through 2023; nothing later has been disclosed. Investors on record include Crestview Partners.

Modern Wealth Management at a glance

Total raised: $200M
Latest round: Growth
Latest round date: April 2023
Notable investors: Crestview Partners

Frequently asked about Modern Wealth Management funding

How much has Modern Wealth Management raised?: Modern Wealth Management has raised $200M in total disclosed funding across the rounds on record.
Who has invested in Modern Wealth Management?: Crestview Partners are named among the investors backing Modern Wealth Management.
What was the latest Modern Wealth Management funding round?: The most recent disclosed round is a Growth, announced in April 2023.
Where is Modern Wealth Management based?: No headquarters location is disclosed for Modern Wealth Management.
When did Modern Wealth Management last raise?: The last disclosed Modern Wealth Management round closed in April 2023 at Growth.

Round data for Modern Wealth Management is compiled from public filings and announcements; blank fields mean nothing has been disclosed rather than nothing exists. Continue with the companies and backer lists below.

Modern Wealth Management Funding: $200M Raised, Growth

Modern Wealth Management funding overview

Modern Wealth Management at a glance

Frequently asked about Modern Wealth Management funding

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