Modera Wealth Management: Funding, Investors & Team (Sep 2026)
Modera specializes in providing wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations. Founded in 1983, Modera was founded in Westwood, NJ.
Modera Wealth Management has raised $45.0M across 1 funding round on record, the most recent an undisclosed round of $45.0M announced in Feb 2024.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Modera Wealth Management Company Profile and Key Stats
Latest funding round on record: Feb 2024.
Modera Wealth Management Funding Rounds
Modera Wealth Management Founders and Leadership Team
Contact details for the Modera Wealth Management team: 1 of 1 has an email address on file.
Start 14-day free trial →Modera Wealth Management Funding Compared to Other Financial Services Startups
Modera Wealth Management's latest round of $45.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Modera Wealth Management Funding FAQs
What does Modera Wealth Management do?
Modera specializes in providing wealth management and portfolio management services to individuals, families, trusts, institutions, and philanthropic organizations. Founded in 1983, Modera was founded in Westwood, NJ.
How much funding has Modera Wealth Management raised?
Modera Wealth Management has raised $45.0M across 1 round on record. The most recent is an undisclosed round of $45.0M announced in Feb 2024.
When did Modera Wealth Management last raise funding?
Modera Wealth Management's most recent funding round on record is an undisclosed round of $45.0M, announced in Feb 2024.
Who founded Modera Wealth Management?
FundedIQ lists Tom Orecchio (Founder) at Modera Wealth Management.
Where is Modera Wealth Management headquartered?
Modera Wealth Management is based in Westwood, New Jersey, United States.
How many employees does Modera Wealth Management have?
Modera Wealth Management is in the 101-250 employee band.
How does Modera Wealth Management's funding compare to other Financial Services startups?
Modera Wealth Management's latest round of $45.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,746 tracked companies over the last two years.
About FundedIQ's Modera Wealth Management Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Modera Wealth Management is left off this page rather than filled in.
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