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Private Wealth Daily
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Modera Wealth Management

WESTWOOD, NJ
CRD: 155649
In network coverage since October 21, 2026 · 3 stories
$17.7BRegulatory AUMSEC Form ADV · Oct 24
238EmployeesForm ADV
3Deals on our tracker
Deal recordFull tracker →
Oct 20, 26Fund launchMira · $20B — coverage
Oct 20, 26Fund launchOnTrade · $20B — coverage
Oct 20, 26Fund launchOnTrade · $20B — coverage
Network coverage
The Close

Focus Financial Partners adds Nevis AI platform; Modera launches Mira

Nevis handles account opening and client onboarding and follows Jump by nine months; Modera's Mira, built with OnTrade, has been available to advisors since July.
RIA · Oct 21Modera Wealth Management launches Mira AI platform built with OnTrade
RIA · Oct 21Modera Wealth Management launches Mira, a proprietary AI platform for advisors
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