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Modera Overview

Financial ServicesCompany

Where is Modera headquartered?

Modera is headquartered in Westwood, New Jersey.

What sector is Modera in?

Modera is a financial services company.

Modera

Modera Wealth Management LLC

56 Jefferson Avenue,
Westwood, New Jersey 07675
United States,
(201) 768-4600
www.moderawealth.com

Modera provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. In addition to portfolio management, Modera provides clients with financial planning services, including retirement planning, estate planning, income tax planning and risk analysis. Modera is based in Westwood, New Jersey.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # - - - 1 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Company Summary

SECTOR

Financial Services


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