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Inside Modern Wealth’s Rapid Rise

November 24, 2025 | 5m 8s

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Jason Gordo, Co-founder and President of Modern Wealth Management, breaks down the firm’s fast-paced expansion, detailing both its acquisition strategy and its commitment to building sustainable organic growth through initiatives like the “Organic Growth Hub.” He also shares his perspective on private equity’s growing influence in wealth management and what it means for the industry’s future.

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Whatever the future holds, the firm will remain prepared and active, continuing its mission of making money work for the world.

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Envestnet is a leading wealth management technology platform and the home of Envestnet Advisor Services, Envestnet PMC, and Yodlee. All business units—whether focused on advisor services, portfolio management, or data analytics—operate with discrete autonomy in line with their technology-driven philosophies.

Since its founding in 1999, the firm has evolved into a global provider serving more than 111,000 financial advisors and institutions across North America, Europe, Asia and Australia—facilitating the management of over $6.5 trillion* in platform assets worldwide.

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Logan Capital builds strong financial futures through strategic equity and fixed income investments. Our range of equity and fixed income strategies focus on high-conviction investments with strong prospects. Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, a portfolio management team with 50+ years’ combined market experience, and a commitment to your best interests through smart, research-backed investments.

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PGIM is the investment management business of Prudential Financial, Inc. (PFI). PFI is the 16th largest money manager by asset universe ranked by total worldwide assets under management as of December 31, 2024 (out of 369 firms surveyed) based on Pensions & Investments Top Money Managers list published June 2025. Participation in the P&I ranking is voluntary and open to managers that have any kind of U.S. institutional tax-exempt assets managed internally. No compensation is required to participate in the ranking.

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Schwab Advisor Services empowers independent investment advisors to build thriving practices with confidence. As the industry’s leading custodian for RIAs, Schwab delivers a robust platform for trading, custody, and technology integration—supported by expert service and scalable resources. Through its focus on independence, transparency, and partnership, Schwab Advisor Services helps advisors stay client-focused while driving long-term growth and operational efficiency.

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Sprott Asset Management specializes in global investments in precious metals and critical materials and comprises three independently governed platforms—Exchange Listed Products, Managed Equities and Private Strategies—each adhering to its own focused investment philosophy.

Since its founding in 1981, the firm has expanded across North America, Europe and Asia, serving over 250,000 clients and managing approximately US$35.1 billion in assets.

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TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products.

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Inside Modern Wealth’s Rapid Rise

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