Company Overview
- Headquarters
- 3075 W Ray Road Ste 103, Chandler AZ
- Website
- modernizewealth.com
- Phone
- (480) 346-1283
- Employees
- 5
- Founded it
- 2017
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Modernize Wealth
Modernize Wealth is a financial planning business based in Chandler, Arizona. With a team of three employees, the company has generated $2.5 million in revenue. Modernize Wealth differentiates itself by offering a unique blend of experience and innovation in wealth management and financial planning. They cater to individuals and families seeking a comprehensive approach to their financial well-being, encompassing both business and personal finances. The company emphasizes a proactive approach, identifying potential financial challenges that clients may not even be aware of. Modernize Wealth prides itself on being a partner in its clients' success, acting as problem solvers, solution providers, and financial educators. They strive to empower clients to achieve financial freedom for themselves and future generations. For inquiries or to learn more about their services, you can visit Modernize Wealth's website at modernizewealth.com.
Modernize Wealth Industry Tags
Modernize Wealth Tech Stack
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|---|---|---|---|---|
| 1M | 5 | Boston, MA | 1984 | |
| 1M | 1 | Burlingame, CA | 1994 | |
| 1M | 3 | Katonah, NY | 2014 | |
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