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Modus Advisors Logo
Modus Advisors CB Rank
327390
Heat Score
70
Modus Advisors provides fee-based financial planning, retirement planning, and investment management services.
Founded
obfuscation
Private Excelsior, Minnesota, United States1-10 www.modusadvisors.com
Financial Services
Overview

Modus Advisors
Heat Score
70

Growth Score
pts
in past quarter
Heat Score 70
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Modus Advisors

CB Rank
327390
Modus Advisors provides fee-based financial planning, retirement planning, and investment management services.
Founded
obfuscation
Private Excelsior, Minnesota, United States1-10 www.modusadvisors.com
Financial Services

Key People

Details

Legal Name Modus Advisors
Operating Status Active
Company Type For Profit
Founders  Eden Prairie
Phone Number 952.946.1000
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that analyzes and coordinates all areas of a client's financial life to develop a plan aligned with their financial and personal goals.
Investment Management
A fee-only fiduciary service that designs and implements personalized investment strategies for clients' short-term and long-term financial objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 8

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

60
9.09%
 in past month

IT Spend

$175.7KThis year, Modus Advisors is projected to spend $175.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
CNBC Logo
CNBC
77
Mobile Payments Logo
Mobile Payments
77
Amazon (AMZN) Logo
Amazon (AMZN)
77

Active Website Tech Count

3Modus Advisors is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m and  Google Maps API.
Sub-Organizations
Frequently Asked Questions

Where is Modus Advisors's headquarters? Modus Advisors is located in Excelsior, Minnesota, United States.Who are Modus Advisors's competitors? Alternatives and possible competitors to Modus Advisors may include Creative Planning, Facet, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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