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.
QUODD Financial Information Services is a leading provider of financial market data and information analysis tools for the wealth management industry. QUODD's real-time, interactive data workstation is equipped with robust tools that enable wealth managers to easily analyze market data to derive and capitalize on market insights. In addition, QUODD's direct and normalized data offering can be seamlessly integrated into a firm's existing technology applications, including other third-party software. This gives firms cost-effective, flexible access to market data from all asset classes in North America with global market coverage coming soon.