Financeware

Financeware is the industry's leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience. The company was founded in 2000 and is headquartered in the United States. The slogan of Financeware is "The leading platform connecting and perfecting the tech infrastructure of the new wealth experience." Financeware operates in the Finance, Financial Services, Fintech, and Marketing industries. They aim to cater to the evolving landscape of fintech by connecting winning solutions to the fast-moving targets, partners, and market opportunities across the wealth scape. They emphasize agility, access, and advantage as crucial components to compete and win in this ecosystem. Their portfolio companies include Wealthcare Capital Management, VMS, and QUODD. Wealthcare Capital Management is a pioneer of goals-based wealth management technology and creator of the GDX360® platform that integrates planning and investing. VMS is the wealth industry's only financial operations intelligence engine delivering smart data and information flows in a single, streamlined format. QUODD is a leading provider of financial market data and information analysis tools. Financeware recently secured a $36.04M Venture Round investment on 14 January 2022. The investors involved in this round are not disclosed. In summary, Financeware is positioned as a key player in the fintech industry, aiming to streamline and perfect the tech infrastructure of the new wealth experience by connecting and integrating various components of the evolving wealth management landscape.