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Modern Wealth Management Tech Stack

Comprehensive financial planning platform for wealth advisors

Financial Services Lenexa, KS 51–200 employees Founded 1996 Privately Held

Modern Wealth Management operates as a financial advisory firm built around coordinated planning services—investments, tax, estate, and insurance—supported by a mid-sized team weighted toward finance and growth roles. The tech stack is traditional enterprise (QuickBooks, NetSuite, Salesforce, Power BI) with no active tech migrations, and hiring velocity is accelerating across finance and growth departments, suggesting expansion of back-office and client-acquisition capacity rather than product-led innovation.

Tech Stack 17 technologies

Core StackQuickBooks Zoom Smartsheet Asana Power BI Salesforce Epic Systems DocuSign Microsoft Office Teams Oracle NetSuite Excel Cube.js Paychex PowerPoint Outlook Articulate 360

What Modern Wealth Management Is Building

◆Challenges

Operational alignment across teams
Client onboarding and account maintenance
Expanding national footprint
Streamlining client onboarding
Lead flow monitoring
Improving conversion outcomes
Ensuring data integrity
Adhering to regulatory requirements
Integration-to-acceleration transition
Platform performance issues

▲Active Projects

New marketing strategies
Integration-to-acceleration transitions
Quarterly acceleration calls
Improving client/prospect experience
Client experience improvement
Investment approval onboarding integration process
Investment committee participation
Billing process oversight
New marketing strategy development
Platform enhancements and new features

Hiring Activity

Accelerating40 roles · 25 in 30d

Department

Finance

14

Growth

9

HR

3

Support

3

Sales

2

Tax

2

Advisory

1

Compliance

1

Seniority

Senior

14

Mid

11

Lead

6

Junior

4

Intern

2

Manager

2

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About Modern Wealth Management

Modern Wealth Management is a privately held advisory firm headquartered in Lenexa, Kansas, serving clients who seek coordinated financial planning across investments, taxes, estates, and insurance. Founded in 1996, the firm employs 51–200 people and positions itself around relieving the complexity of managing multiple financial specialists in isolation. The operational focus spans client onboarding, investment committee workflows, billing processes, and expansion of geographic reach. Active hiring is concentrated in finance and growth functions, with accelerating velocity.

HeadquartersLenexa, KS

Company Size51–200 employees

Founded1996

Hiring MarketsUnited States, India

Frequently Asked Questions

What is Modern Wealth Management's tech stack?

QuickBooks, Oracle NetSuite, Salesforce, Power BI, Smartsheet, Asana, DocuSign, Zoom, and Microsoft Office suite. No current tech migrations are underway.