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Financeware

Founded Year

1999

Stage

Unattributed VC - II | Alive

Total Raised

$18.2M

Last Raised

$9M | 21 yrs ago

About Financeware

Financeware is a fintech platform company focused on driving growth and expansion of companies across the wealth management space.

Headquarters Location

600 East Main Street Suite 1240

Richmond, Virginia, 23219,

United States

804-644-4711

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Expert Collections containing Financeware

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Financeware is included in 1 Expert Collection, including Wealth Tech.

W

Wealth Tech

1,919 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

Financeware Patents

Financeware has filed 2 patents.

patents chart

Application Date

Grant Date

Title

Related Topics

Status

12/15/2004

7/27/2010

Investment, Financial markets, Actuarial science, Mathematical finance, Financial risk modeling

Grant

Application Date

12/15/2004

Grant Date

7/27/2010

Title

Related Topics

Investment, Financial markets, Actuarial science, Mathematical finance, Financial risk modeling

Status

Grant

Latest Financeware News

Wealthcare Announces Integration with SS&C's Black Diamond Wealth Platform

Oct 28, 2020

New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution News provided by Share this article (PRNewsfoto/Wealthcare) WEST CHESTER, Pa., Oct. 28, 2020 /PRNewswire/ --  Wealthcare , an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C's Black Diamond® Wealth Platform . Through this integration, Black Diamond clients will have access to Wealthcare's groundbreaking GDX360® goals-driven planning and investment management platform. "Partnering with Wealthcare empowers firms to further customize their client's financial plans," said Justin Wayne, Head of Black Diamond Partnerships and Integrations at SS&C Advent. "A comprehensive plan then helps advisors facilitate in-depth client conversations and foster long-lasting relationships." The GDX360 platform from Wealthcare synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. The integration between the GDX360 platform and Black Diamond allows advisors to make real-time updates to client plans by leveraging details such as relationships, accounts, and holdings. "Black Diamond is a well-respected industry leader, and through our integration, we will be able to provide their advisors access to our proprietary goals-driven experience," says Matt Regan, President of Wealthcare. "We are thrilled to introduce our planning solution to a whole new set of advisors, who will see the benefits of comprehensive goals-driven planning as well as the option of a fully integrated goals-based investment framework. We look forward to working with Black Diamond as a partner in transforming the way that their advisors provide value to their clients' lives." ABOUT WEALTHCARE For over 20 years Wealthcare, a business unit of Financeware, has enabled advisors to transform theoretical plans into life-changing realities using our patented goals-driven process, GDX360®. Wealthcare holds 12 patents on its established goals management process. Powered by its patented Comfort Zone®, Wealthcare's approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Wealthcare empowers advisory firms and independent advisors to grow their business using this proven fiduciary process that seamlessly integrates planning, trading, and investing – and a full-suite of practice-management services. Wealthcare's tech-enabled offering services both fee-only and hybrid advisors through its two RIAs. Wealthcare is a Financeware platform company with over $3 billion in AUM across both RIAs and serves more than 130 affiliated advisors. Learn more at www.wealthcaregdx.com About Financeware Financeware is an industry-leading fintech platform company focused on delivering a robust suite of innovative solutions to the financial services market. The company's set of broad capabilities span financial market data, wealth management workflow processing, and tech-enabled RIA services. Established by NewSpring Holdings in 2018, Financeware combines the rich competencies and market leadership of its three businesses QUODD, VMS and Wealthcare and leverages go-to-market and operational synergies across the platform. Learn more at www.financeware.com . About NewSpring Holdings NewSpring Holdings, NewSpring's dedicated holding company with a strategy focused on control buyouts and platform builds, brings a wealth of knowledge, experience, and resources to take profitable, growing companies to the next level through acquisitions and proven organic methodologies. Founded in 1999, NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities. The Firm manages approximately $2 billion across four distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt. Partnering with management teams to help develop their businesses into market leaders, NewSpring identifies opportunities and builds relationships using its network of industry leaders and influencers across a wide array of operational areas and industries. Visit NewSpring at www.newspringcapital.com . ABOUT SS&C TECHNOLOGIES SS&C  is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. SOURCE Wealthcare

Financeware Frequently Asked Questions (FAQ)

  • When was Financeware founded?

    Financeware was founded in 1999.

  • Where is Financeware's headquarters?

    Financeware's headquarters is located at 600 East Main Street, Richmond.

  • What is Financeware's latest funding round?

    Financeware's latest funding round is Unattributed VC - II.

  • How much did Financeware raise?

    Financeware raised a total of $18.2M.

  • Who are the investors of Financeware?

    Investors of Financeware include TD Capital, Mellon Ventures, Friedman Billings Ramsey, Northwestern Mutual and Thomson Financial Ventures.

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