Portfolio Company · Operating Co.

Modern Wealth Management

Financial Services

backed byCrestview Partners

CurrentFinancial Services

a portfolio company of

Crestview Partners

Status on record: Current

PE Firm Index

Who owns Modern Wealth Management?

Modern Wealth Management is listed as a current portfolio company of Crestview Partners on Crestview Partners' own portfolio page.

Company Snapshot

Modern Wealth Management is a Financial Services company. Its owner on record, Crestview Partners, is a partnership focus firm founded in 2004. Crestview Partners lists 62 companies in the index, 18 of them in Financial Services.

SectorFinancial Services

Parent PE firmCrestview Partners

Ownership statusCurrent

WebsiteNot on record

About the owner

Crestview Partners

Founded: 2004
Strategy: Partnership Focus, Creative Solutions, Value-Add Approach
Sectors: Financial Services, Industrials, Media
Companies in the index: 62

Crestview Partners forms long-term partnerships with entrepreneurs and managers to achieve common goals.

Read the Crestview Partners profile

Questions about Modern Wealth Management

Who owns Modern Wealth Management?

Modern Wealth Management is listed as a current portfolio company of Crestview Partners on Crestview Partners' own portfolio page.

What sector is Modern Wealth Management in?

Modern Wealth Management is in Financial Services. Classified from the owner's portfolio label.

What else does Crestview Partners own in Financial Services?

Crestview Partners lists 17 other Financial Services companies in the index, including Arxis Capital Group, AutoLenders, Capital Bank Financial, DARAG Group and FBR & Co..

Sources

Crestview Partners
https://www.crestview.com/investments

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Modern Wealth Management and does not provide investment advice.

Other portfolio companies of Crestview Partners

6 of 61 shown

Camping World Holdings

Media

See the full Crestview Partners portfolio.

Other Financial Services companies held by Crestview Partners

Arxis Capital Group AutoLenders Capital Bank Financial DARAG Group FBR & Co.Insignia Financial Ltd.

Other Financial Services portfolio companies

2-10 Home Buyers Warranty

via Genstar Capital

2CHECKOUT

via ParkerGale Capital

2Checkout (Avangate)

via Francisco Partners

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Ownership

Parent PE firm

Crestview Partners

Status: Current

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