Modern Wealth Management secures $200 million in a hybrid capital investment from Centerbridge to accelerate growth.
Amount Raised
$200 Million
Round Type
Venture
LenexaFinancial ServicesFinanceInvestors
Description
Modern Wealth Management has secured a $200 million hybrid capital investment from Centerbridge. This funding will be utilized to accelerate the company's next phase of growth. The investment reflects confidence in Modern Wealth Management's business model and future prospects. Centerbridge aims to bolster the company's momentum in the financial services sector.
Quick answer
Modern Wealth Management raised $200 Million in a funding round, dated November 10, 2026. Investors: Centerbridge. Modern Wealth Management is based in Lenexa, Kansas, United States.
- How much did Modern Wealth Management raise?
- Modern Wealth Management raised $200 Million in a funding round on November 10, 2026.
- Who invested in Modern Wealth Management?
- Centerbridge is named as investors in this round.
- What does Modern Wealth Management do?
- At Modern Wealth Management, our goal is to reimagine the delivery of financial advice.
- Where is Modern Wealth Management based and how big is it?
- Modern Wealth Management is based in Lenexa, Kansas, United States. Fundz records about 296 employees.
Source: Fundz verified event record.
Who else raised in Financial Services and Finance around the same time
Companies in the same sectors as Modern Wealth Management that raised within 45 days of this round, from Fundz verified event records.
- Addentax Group raised $1.5M (Post-IPO Equity) on November 12, 2026.
- SHF Holdings raised $4K (Series B) on November 12, 2026.
- Wafr raised an undisclosed amount (Pre-Seed) on November 10, 2026.
- American Rebel raised $51K (Series D) on November 10, 2026.
- Planky raised $7.7M on November 10, 2026.
- Clara raised $65M (Series C) on November 10, 2026.
Who to call at Modern Wealth Management, and when
A new round usually means Modern Wealth Management is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Modern Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Modern Wealth Management, from your own LinkedIn network
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Modern Wealth Management raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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