Keenai Wealth, a modern wealth management platform has appointed 22feet Tribal Worldwide as its creative agency. This partnership marks a key milestone in Keenai’s mission to shape a new ...

AI-generated representative image Keenai Wealth, a modern wealth management platform designed for today’s discerning investors, has appointed 22feet Tribal Worldwide as its creative agency.

Five millennia ago, wealth inequality—which had stayed roughly constant for thousands of years—exploded. It has stayed constant, albeit much higher, ever since. "It's really amazing," says SFI ...

Modern Wealth Management continues its national expansion with the acquisition of Calabasas-based Planned Asset Management. Modern Wealth Management, a registered investment advisory firm ...

The acquisition, announced Tuesday, is the 16th for Modern Wealth since its founding in April 2023. The firm, backed by $200 million in equity financing from Crestview Partners, has established a ...

The deal marks Modern Wealth’s 16th acquisition since its launch with $200 million in financing from Crestview Partners two years ago. Tony Pritzker launches new firm for middle-market private ...

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch “Our acquisition strategy has been intentional and focused ...

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch MONTEREY, Calif., April 29, 2025--(BUSINESS WIRE)--Modern ...

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch MONTEREY, Calif., April 29, 2025--(BUSINESS WIRE)--Modern Wealth ...