Modera Wealth Management

Modera specializes in providing wealth management and portfolio management services. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. Alongside the main category they mention Consulting, Finance, Financial Services, Insurance and Wealth Management. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

Modera Wealth Management is based in Westwood, New Jersey and founded in 1983. You can read more at moderawealth.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

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