Its web site can be found at wealthcare capital management s comprehensive power point deck below includes a synopsis of its history, including its key phases. Longterm financial success measured through the achievement of life goals that you value. Wealthcare capital management announces additional funding. Wealthcare capital management llc architected its original goalsbased investment methodology more than 15 years ago and holds 12 patents on this proven. Financial planning software market size, share, trends. Radnor, pa november 14, 20 newspring capital, a leading family of private equity funds providing growth and expansion capital, announced today that newspring holdings, llc, the firms dedicated control buyout strategy, signed a definitive merger agreement to acquire wealthcare capital management, inc. Foremost goals based investing and wealth management software eliminates complexity. Gdx360 is a goalsbased wealth management platform for financial advisors, firms and investors. Good financial planning software is an essential tool for todays financial advisor. Bob was the former coo of sungards wealth management business which. Launches new and improved website to reflect the firms orientation january 31, 2012 10. Wealthcare capital management introduces financeware 2.
Wealthcare capital management is the creator of the original goalsbased investment methodology invented more than 15 years ago and holds 12 patents on this proven financial planning process. Will comes to financeware with an extensive background in business leadership focusing on. Wealthcare capital management created its goalsbased investment platform in 1999, known as financeware the firms platform uses a patented process, cuttingedge technology, and a sophisticated infrastructure to support advisors and their clients. Wealthcare capital management llc and wealthcare advisory partners llc are. Two rival financial software firms both based in richmond are no longer battling in court. Chief operating officer coochief financial officer cfo wealthcare capital management rollup hybrid ria firm and financeware proprietary financial planning software sold on an institutional basis. Financial planning software market size and forecast. Financeware sues ubs and makers of moneyguidepro for. Wealthcare capital management llc financial services firm. Financeware has become gdx360, as its now a complete advisory business. We are always adding to our strong family of companies. Hd vest and wealthcare capital extend collaboration with. Wealthcare capital management wealthcare, a portfolio company of newspring holdings newspring, newspring capitals dedicated buy and build strategy, announces a second funding round from newspring and the release of the latest version of the companys patented financeware technology.
Backed by more than a decade of proven frontline experience and data. Wealthcare capital management, which serves individual investors, financial advisors and institutions, filed suit against ubs in. Nov 19, 2015 wealthcare capital management, a nationally recognized wealth management firm, today introduced financeware 2. Wealthcare is a leader in goalsdriven experiences for advisors and their investors. Ubs sued over financial planning system patents law360. Your strategy and the products you buy will largely depend on when you need your money, your financial goals and your attitude to risk. Aug 11, 2011 lawsuit against ubs has farreaching implications for advisors. Financewares portfolio companies play leading roles across the entire. Ive seen the future of professional wealth management software and its name is instream solutions income discovery, a retirement income planning app, fills a niche in software for financial advice professionals interactive advisory software names new ceo leonard reinhart joins wealthcare capital management s board of directors. Check back often to see our latest acquisitions and featured solutions.
Wealthcare capital management llc is the creator of the original goals. Wealthcare is a leader in goalsdriven experiences for advisors and their. With decades of tech leadership, a deep bench and unrivaled views of the horizon, were helping to define and deliver the new seamless and simplified winning wealth experience. Managed account guru len reinhart takes reins of wealthcare.
Financeware competitors, revenue and employees owler. Newspring holdings financeware portfolio companies include wealthcare capital management, pioneer of goalsbased wealth management technology and creator of the gdx360 platform that integrates. A new, enhanced version of financeware is being introduced by wealthcare capital management, a wealth management firm based in richmond, va. About wealthcare capital management founded in 1999, wealthcare capital management is the creator of the original goalsbased investment methodology invented more than 15 years ago and holds 12. Yet the reality is that its incredibly difficult to determine what is the best financial planning software in part because advisors vary in how they use financial planning software in the first place, which means what is the best software for one advisor may be a terrible match. All stocks held by wealthcare capital management llc. Newspring holdings agrees to buy wealthcare capital management. Caitlin cully, wealthcare advisor at wealthcare capital. The leading platform connecting and perfecting the tech infrastructure of the new wealth experience.
Newspring holdings launches new fintech platform company. Business wirewealthcare capital management, a portfolio company of newspring holdings, newspring capitals dedicated buy and build strategy, announces a second funding round from newspring and the release of the latest version of the companys patented financeware technology. Wealthcares gdx360 is a goalsbased wealth management platform that offers a distictive experience to firms, advisors and investors clients. Financeware has become gdx360, as its now a complete advisory business model.
Loeper joined wheat first securities as vice president of investment consulting in 1988, where he served for 10 years. Lawsuit against ubs has farreaching implications for advisors. Nov 19, 2015 a new, enhanced version of financeware is being introduced by wealthcare capital management, a wealth management firm based in richmond, va. Wealthcare capital management was founded as financeware in 1999 and is based in richmond, va. Will dolan chief executive officer as ceo of financeware, will is responsible for driving the companys vision and strategy across the financial services data and wealth management space. Nearly two decades ago wealthcare pioneered goalsbased financial planning software. Website highlights firms evolution from software focus to a complete. Financeware was born of a need to connect winning solution sets to the fastmoving targets, partners and market opportunities playing out across the entire wealthscape. Business wire wealthcare capital management, a portfolio company of newspring holdings, newspring capital s dedicated buy and build strategy, announces a second funding round from newspring and the release of the latest version of the companys patented financeware technology. Wealthcare s gdx360 is a goalsbased wealth management platform that offers a distictive experience to firms, advisors and investors clients. Proceeds from the financing will be used to further develop and grow the companys.
Software firm wants a piece of the legal pie richmond bizsense. Im russ thornton, founder of wealthcare for women, and ive been a financial advisor for 25 years. Wealthcare capital management llc architected its original goalsbased investment methodology more than 15 years ago and holds 12 patents on this proven financial planning and goals management. The firms platform uses a patented process, cuttingedge technology, and a sophisticated infrastructure to support advisors and their clients. We will listen to what you have to say and learn what you would like to do, what you may worry about, and what your priorities are. Roger west and wealthcare capital management rebranded the company and. 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. Neither wealthcare capital management nor i are affiliated with charles schwab. Investment management there are thousands of products to choose from including isas, stocks and shares, bonds, index trackers, managed funds, investment trusts and government bonds. Wealthcare capital management llc is the creator of the original goalsbased investment methodology invented more than 15 years ago and holds 12 patents on this proven financial planning process. Launches new and improved website to reflect the firms orientation. This vision requires breaking all paradigms on financial advice and the advisorclient relationship. Contact wealthcare capital management llc or view wealthcare capital management llcs ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 36 advisors a question. Review of wealthcare capital management advisoryhq.
Wealthcare received approval of the second patent last tuesday after having the first one approved in 2010. Were no longer just a software company, like when we launched in 1999. Moneytree, advisor software goalgami pro, instream solutions, wealthtec, wealthcare capital management financeware and rightcapital. Using ecrion software, financeware met higher standards of professionalism. The firm provides a fullsuite of practice management support services that offer advisors a means to achieve a fulfilling career, while giving investors an ob jective, personalized client experience.
Advisors guide to the best financial planning software. Wealthcare capital management llc operates as a wealth management firm. According to verified market research, the global financial planning software market was valued at usd 854. Wealthcare capital management llc description wealthcare, a business unit of financeware, architected its original goalsbased planning and investing methodology more than 18 years ago and holds 12 patents. Find related and similar companies as well as employees by title and much more. Nov 19, 2015 about wealthcare capital management founded in 1999, wealthcare capital management is the creator of the original goalsbased investment methodology invented more than 15 years ago and holds 12. The firm reported that as of august 2015, more than 30,000 financial advisors nationwide currently utilize its industry leading software, financeware. Information on valuation, funding, acquisitions, investors, and executives for wealthcare capital management. Wealthcare capital management, owned by financeware inc.
Downtownbased wealthcare capital management said thursday that it had settled its lawsuit with powhatan competitor pietech and banking giant ubs financial in a patent infringement case that questioned the definition of the act of financial planning. Wealthcare capital management wealthcare, a portfolio company of. Being fully independent, we do not receive any fees or commissions from charles schwab, ensuring we are unbiased and objective in delivering advice to clients. Rose has been an attorney in the financial software and services industry for the. Dec 03, 2015 hd vest financial services and wealthcare capital management today announced that they will be extending their relationship by rolling out financeware 2. Use the pitchbook platform to explore the full profile. Wealthcare advisory partners wealthcare capital management. April 17, 2019 wealthcare, a wealth management innovation company. Wealthcare capital management llc disclosure brochure february 3, 2020 page 4 item 4 advisory business a.
Wealthcare backs the entire process with their industryleading software, financeware, which more than 30,000 advisors use nationwide. Oct 01, 2015 the firm reported that as of august 2015, more than 30,000 financial advisors nationwide currently utilize its industry leading software, financeware. Wealthcare capital management, magna5, uspack logistics and ag delta of. Wealthcare capital management is a sec registered investment advisor with a simple vision. Wealthcare capital management expands national footprint. Newspring ownedwealthcare capital management announces. Newspring capital signs definitive merger agreement to. Financeware the leading wealth management fintech platform. Principalcoocfo agilitypartnersblackfish financial startup roboinvestmentadvice. Wealthcare capital management better business bureau. View wealthcare capital management llc location in virginia, united states, revenue, industry and description. Nov 01, 2011 despite the fact that his company has not been sued in this case, curtis at the time said publicly that wealthcares real beef was with pietech, not ubs and with pietech product moneyguidepro, a popular piece of webbased financial planning software that competes directly against a program developed by wealthcares parent company. Will comes to financeware with an extensive background in business leadership focusing on data solutions and technology. Current financeware portfolio companies include wealthcare capital management, pioneer of goalsbased wealth management technology and creator of the gdx360 platform that integrates planning and.
About newspring holdings newspring holdings, llc, newspring capitals dedicated buy and build strategy, focuses on control buyouts and platform builds, targeting profitable, growing companies seeking a financial partner to better assist them in achieving. Nov 09, 2012 two rival financial software firms both based in richmond are no longer battling in court. Our history wealthcaregdx wealthcare capital management. Wealthcare capital management is based out of richmond. The company provides investment advisory, financial planning, and portfolio management services to individuals, enterprises. Wealthcare capital management llc company profile and. We provide objective financial planning and investment management designed to help clients confidently achieve their financial and life goals. Feeonly financial planner atlanta wealthcare for women. Financewares portfolio companies play leading roles across the entire wealthscape, including.
Financial planning software market was valued at usd 854. Wealthcare capital management, a nationally recognized wealth management firm, today introduced financeware 2. Wealthcare capital management created its goalsbased investment platform in 1999, known as financeware. Since 2012 i have been honored to be part of wealthcare capital management llc, based in richmond, virginia. Besides its wealth management software for professional financial advisors and financial institutions licensed under the financeware brand, wealthcare serves as a. Our market analysis also entails a section solely dedicated to such major. Wealthcare capital management rebrand and wesbite design. Financeware is the industrys leading fintech platform company focused exclusively on connecting and perfecting.
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