CLOs on the Move

Modern Wealth Management

www.modwm.com

 
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they`re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.modwm.com
  • 13550 West 95th Street
    Lenexa, KS USA 66215
  • Phone: 913.393.1000

Executives

Name Title Contact Details
JP Rankin
Chief Legal and Compliance Officer Profile
J.P. Rankin
Chief Compliance and Legal Officer Profile

Similar Companies

TS Imagine

Created out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions.

Appraisal Resource Associates

Appraisal Resource Associates is a Brooklyn, NY-based company in the Financial Services sector.

Advance Financial

Advance Financial offers short term loans, check cashing services, wire transfer, bill payment and unlimited free money orders. The financial center, founded in 1996, is family owned and operated in Nashville, Tennessee. Advance Financial currently operates more than 40 locations throughout middle Tennessee and employees more than 400 local representatives. By focusing on a wide variety of services, convenient 24/7 operating hours, efficient service and professional staff, Advance Financial is committed to building long-lasting strong relationships with every customer. It recently earned an A+ rating from the Better Business Bureau and was named a Top Work Place by The Tennesseean.  

Omers Private Equity

Omers Private Equity is a Toronto, ON-based company in the Financial Services sector.

Capio

Capio helps healthcare providers and physician organizations increase cashflow while lowering their bad debt expense and delivering compassionate, flexible resolution solutions to millions of patients burdened by medical debt. To date, Capio has acquired and provided consumer services with more than $41B in patient accounts receivable via partnerships alongside more than 900 provider clients across the United States. Capio is an advocate for patient-centered collections and offers tools to help patients pay what they can afford and achieve long-term financial wellness.