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Modera acquires Ferrentino & Associates for tax expansion

PRIVATESep 03, 2025•9 months ago

Acquiring Company

Modera Wealth Management

Acquired Company

Ferrentino & Associates

New JerseyFinancial ServicesConsultingAccounting

Description

Modera Wealth Management has announced the acquisition of Ferrentino & Associates, enabling an expansion of its in-house tax capabilities. The partnership will enhance tax services for clients through a unified approach combining investment and tax strategies. Gary Ferrentino will lead Modera's tax practice, ensuring integrated services across the country. This transaction aims to attract talented professionals and broaden service offerings for clients.

Company Information

Company

Modera Wealth Management

About

Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only Registered Investment Advisers. True fiduciary financial consultants who make objective and transparent financial recommendations. Call today to see how we can help manage and grow your wealth.

Predictive Intelligence
Strategic

ML-powered predictions for Modera Wealth Management's next move

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.