Financeware is the industry’s leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must work well with others. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solutions to the fast-moving targets, partners and market opportunities playing out across the entire wealth scape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience. Current Financeware portfolio companies include Wealthcare Capital Management, pioneer of goals-based wealth management technology and creator of the GDX360® platform that integrates planning and investing; VMS, the wealth industry’s only financial operations intelligence engine delivering smart data and information flows in a single, streamlined format; and QUODD, a leading provider of financial market data and information analysis tools.
View Top Employees from FinancewareWebsite | http://www.financeware.com/ |
Revenue | $37 million |
Employees | 6 (6 on RocketReach) |
Founded | 2018 |
Address | 1065 Andrew Dr, West Chester, Pennsylvania 19380, US |
Phone | (804) 644-4711 |
Technologies |
JavaScript,
HTML,
PHP
+11 more
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Industry | Financial Services, Finance, Finance General, Wealth Management, Banking, Marketing, Financial Advisory, Sales and Marketing, Data Management |
Competitors | Blueleaf.com, FinFabrik, Load Ltd, Vestigo Ventures, Wealthcare |
SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies |
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The Financeware annual revenue was $37 million in 2024.
Marguerite Peters is the Chief Operations Officer of Financeware.
6 people are employed at Financeware.
Financeware is based in West Chester, Pennsylvania.
The NAICS codes for Financeware are [52, 523, 5239, 52392, 523920].
The SIC codes for Financeware are [621, 6211, 62].