When was Modus Advisors founded?

Modus Advisors was founded in 2009.

Where is Modus Advisors located?

Modus Advisors is headquartered in Excelsior, United States.

How many employees does Modus Advisors have?

As of May 31, 2026, the latest employee count at Modus Advisors is 9.

Is Modus Advisors a funded company?

Modus Advisors is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Modus Advisors rank among its competitors?

Modus Advisors ranks 3578th amongst 10736 active competitors, of which 280 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $996K in Aug, 2024.

Who are the top competitors of Modus Advisors?

Modus Advisors' top competitors include FIS, Fidelity Investments and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2024.

Modus Advisors - 2026 Company Profile & Competitors

Modus Advisors is an unfunded company based in Excelsior (United States), founded in 2009. It operates as a Provider of financial planning and investment management services. Modus Advisors has not raised any funding yet. The company has 10736 active competitors, including 280 funded and 995 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.

Company Details

Modus Advisors is a Registered Investment Adviser that provides financial planning and investment management services to high net worth individuals. They offer personalized solutions and have a team of experienced professionals, including Certified Financial Planners, to assist their clients in achieving their financial goals.

Website: www.modusadvisors.com/
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Key Metrics

Founded Year

2009

Location

Excelsior, United States

Stage

Unfunded

Ranked

3578^th among 10736 active competitors

Employee Count

9 as on May 31, 2026

Similar Companies

FIS & 33044 more

View Modus Advisors' full profile

Modus Advisors has not raised any funding rounds yet.

Modus Advisors' employee count trend

Modus Advisors has 9 employees as of May 26. Here is Modus Advisors's employee count trend over the years:

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Top competitors of Modus Advisors include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Modus Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions	-	Berkshire Hathaway, Bondeinvest.com & 3 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Randvest Capital & 1 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Sagard & 2 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	74/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
9th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	71/100
10th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
3578th	Modus Advisors 2009, Excelsior (United States), Unfunded	Provider of financial planning and investment management services	-	-	23/100