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Modern Wealth Management secures $200 million in a hybrid capital investment from Centerbridge to accelerate growth.

PRIVATENov 10, 2026

Amount Raised

$200 Million

Round Type

Venture

LenexaFinancial ServicesFinance

Investors

Centerbridge

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.

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Company Information

Company

Modern Wealth Management

Location

Lenexa, Kansas, United States

About

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

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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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