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Modern Wealth Management

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Company overview

Open marketing roles

1

  • Marketing Communications
Hiring pace

Low

1 marketing job posted in the last 90 days

Work arrangement

100% on-site

Based on 1 open role

Founded in 1996
Lenexa, Kansas, USA
242 employees (6 in marketing)
modwm.com

Salaries

Typical salary range

$50,000 – $65,000

/ yr

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People

Headcount trend

Company growth over the last 12 months

Headcount +33% year over year

Funding

Total funding

$200M

Last raise

$200M

Private Equity, 3 years ago

Funding history

Apr 2023

Private Equity Round Modern Wealth Management · $200M

Audience

Monthly website visitors
17.3K
Month over month-36.7%
Quarter over quarter-19.1%
Top sourceDirect (52.5%)
Ad budget per month$38.4K
Average search rank47
Traffic source mix
Direct
52.5%
Search
34.9%
Referral
6.7%
Social
4.4%
Paid referral
1.4%

LinkedIn followers

Follower count and growth

Total followers

7.2K

12-mo growth

+39.3%

Monthly growth

+6.1%

News

Modern Wealth President Defends PE Role in RIA Space
Nov 18, 2025 • wealthmanagement.com
Modern Wealth Names Derek Bruton Head of M&A
Nov 7, 2025 • planadviser
$10B Modern Wealth Hires Derek Bruton to Head M&A
Nov 6, 2025 • wealthmanagement.com

Links

modwm.comLinkedInCrunchbase

Loading insights...

Open positions1 open marketing positions

Modern Wealth Management logo

Director, Marketing & Communications

Modern Wealth Management

Mesa, AZ (On-site)

$130K/yr - $140K/yrIn-houseFull-timeDirector/executive7+ years exp.
4 hrs ago

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Modern Wealth Management insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded
1996
Headquarters
Lenexa, Kansas
Employees
51-200
33% growth last 12mo
Marketing team
6
2% of company
14 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result
Low risk
Series C–like · Growing 33% last 12 months · More mature
Trend
2022-06-27 -> 2026-02-02
Headcount (12 months)
+33%
Last funding round
36 months ago
Negative news (120 days)
0
Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors
17.3K
Month over month-36.7%
Quarter over quarter-19.1%
Top sourceDirect (52.5%)
Traffic source mix
Direct
52.5%
Search
34.9%
Referral
6.7%
Social
4.4%
Paid referral
1.4%

Competitors and search

Shows competitors and key search metrics in one view.

Main result
323 competitor sites
Search traffic: 6.7K organic clicks / 2.4K paid clicks
Organic competitors
0
Paid competitors
5
Keyword change
-260
Ad budget per month
$38.4K
Average search rank
47
Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

7.2K

12-mo growth

+39.3%

Monthly growth

+6.1%

Marketing team size

Shows saved marketing team size.

6
2% of the company • 14 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

14 years
Based on 23,989 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team
Based on saved marketing team size: 6.

Funding

Shows saved funding data.

Total funding
$200M
Last raise
Private Equity
3 years ago
Funding details
Amount raised
$200M
Last round
Private Equity
Last fundraise
3 years ago

News

Shows saved company news.

Modern Wealth President Defends PE Role in RIA Space
Nov 18, 2025 • wealthmanagement.com
Modern Wealth Names Derek Bruton Head of M&A
Nov 7, 2025 • planadviser
$10B Modern Wealth Hires Derek Bruton to Head M&A
Nov 6, 2025 • wealthmanagement.com