Modera Acquisitions
Modera has acquired 2 companies and its latest acquisition was Annapolis Financial Services LLC on Nov 2024
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Parsec Financial Management, Inc.
May 2023
Source »undisclosed
Parsec Financial is a North Carolina-based wealth advisory firm that provides services such as investment management and financial planning for individuals and businesses.
Frequently Asked Questions about Modera
What companies did Modera acquire?
Companies acquired by Modera include Annapolis Financial Services and ParsecHow many acquisitions does Modera have?
Modera has acquired 2 companies including Annapolis Financial Services and Parsec.
How many acquisitions did Modera make in 2024?
In 2024 Modera acquired 1 companies including Annapolis Financial Services.