Wealthcare
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
1021 E Cary St Ste 702, Richmond, Virgin...Phone Number
(804) 644-4711Website
www.wealthcaregdx.comRevenue
$25.8 MillionIndustry
ZI Rank: 2
Signal Type
Mar
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ZI Rank
2
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2
About Wealthcare
Wealthcare, a business unit of Financeware, developed its goals-based planning and investing methodology over many years and holds multiple patents supporting its established goals management approach. Powered by its patented Comfort Zone® framework, the company delivers personalized experiences and structured tools that strengthen relationships between advisors and investors. Wealthcare enables firms and financial advisors to expand their advisory practices through its GDX360® fiduciary process, which integrates planning, investing, and trading, along with a comprehensive suite of practice management services. Wealthcare Advisory Partners LLC operates as the firms hybrid RIA, supporting its broader mission. As part of the Financeware portfolio, Wealthcare manages significant assets and serves a wide network of affiliated advisors.Explore more
Wealthcare Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wealthcare
$25.8M
11-50
Private
-
1999
JD
Justin DuBruelerChief Financial Officer & Chief Administrative Officer
Company Profile Activity
Activity Insights
Wealthcare is experiencing very low activity levels compared to other companies in the Finance sector.
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Wealthcare is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealthcare.
Wealthcare Tech Stack
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Mergers & Acquisitions (M&A)
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Mergers & Acquisitions (M&A)
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Frequently Asked Questions Regarding Wealthcare
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Wealthcare, a business unit of Financeware, developed its goals-based planning and investing methodology over many years and holds multiple patents supporting its established goals management approach. Powered by its patented Comfort Zone® framework, the company delivers personalized experiences and structured tools that strengthen relationships be... Read More
