# Modern Wealth Management funding: rounds and investors

> Modern Wealth Management has raised $200M across 1 round since 2023. Every round with its source.

Source: https://millionrounds.com/company/modern-wealth-management (Millionrounds; every figure on the page links to its filing or article)

United States · [Growth startup](https://millionrounds.com/companies)

# Who invested in *Modern Wealth Management*

One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

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Funding summary Updated 15 Nov 2026

**$200M** raised across 1 round since 2023, from 1 source

- **Latest round:** Growth, $200M Apr 2023
- **Investors:** 0

See who backed them

## The rounds

- **Apr 2023** Growth **$200M** No investor was named in the report. Source recorded

## Founders and team

From Modern Wealth Management's own website: 4 on the team.

- **Charles Autrey** Technology Director
- **Jackson Aherron** Tax Associate
- **Julia Apodaca** Relationship Manager
- **Maranda Arcuri** Client Service Associate

Advisers *Jordan Andrews*

## Quick answers about Modern Wealth Management

### How much has Modern Wealth Management raised?

Modern Wealth Management has raised $200M across 1 round since 2023.

### When did Modern Wealth Management last raise?

Modern Wealth Management's most recent round was a Growth of $200M in Apr 2023.

### What was Modern Wealth Management's biggest round?

Its most recent round, $200M in Apr 2023, is also its largest on record.

### What stage is Modern Wealth Management at?

Modern Wealth Management's latest named round is a Growth, in Apr 2023.

### Where is Modern Wealth Management based?

Modern Wealth Management is based in the United States.

## Companies like Modern Wealth Management

In the same sector, and raised in the last eighteen months.

[**Torus** $739M · Nov 2026](https://millionrounds.com/company/torus)[**PortX** $17M · Nov 2026](https://millionrounds.com/company/portx)[**Marble** $75M · Nov 2026](https://millionrounds.com/company/marble)[**Synctera** $40M · Nov 2026](https://millionrounds.com/company/synctera)[**Billd** $160M · Nov 2026](https://millionrounds.com/company/billd)[**Guava** $13M · Nov 2026](https://millionrounds.com/company/guava)

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