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Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
Actimize Inc. is one of the leading companies in the Financial Services sector.
Michigan First Credit Union is a Southfield, MI-based company in the Financial Services sector.
Based in San Francisco, River Financial is a client-first financial institution dedicated to providing financial products and services that enable our clients to harness the transformative possibilities of Bitcoin.
Fortress is a Nevada State Chartered Trust Company that provides leading web3 infrastructure solutions for brands and builders to build on/off-ramps, self-custody wallets, as well as fungible and non-fungible token programs. Fortress is the back-end infrastructure layer for a variety of leading Fintech, Web2, and Web3 products and enables clients to bring their Web3 initiatives to market in a quick and compliant manner.