Financeware’s portfolio companies play leading roles across the entire wealthscape, including: wealth management, fintech, financial advisory, retirement services, data management, broker-dealer and corporate finance.
We are always adding to our strong family of companies. Check back often to see our latest acquisitions and featured solutions.
Wealthcare is a leader in goals-driven experiences for advisors and their investors. With a proprietary model and patented Comfort Zone® technology, their approach integrates and elevates the wealth experience to higher levels, enhancing loyalty, longevity and referrals.
Backed by more than a decade of proven front-line experience and data, Wealthcare provides a full suite of practice-management support services that empower advisors to achieve fulfilling careers while giving investors an objective, personalized and positive client experience.
Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC are registered investment advisors with the SEC.
VMS is the wealth management industry’s only financial operations intelligence engine. Their proven technologies deliver smart fund data and information flows in a single, streamlined format customized to each manager’s unique needs and systems. The result is cleaner data, lower resource costs, stronger compliance and more collected revenue.