Financeware

Financeware

The leading platform connecting and perfecting the tech infrastructure of the new wealth experience

Founded 2018

West Chester, United States 6 employees Venture round Total: $52.04M Finance, Financial Services +2

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.

Funding Stage	Amount	Investors	Lead Investors	Date
Venture Round	$36.04M	-		14 Jan 2022
Series B	$8.00M	3	Mellon Ventures, Northwestern Mutual +1	28 Aug 2001
Series A	$8.00M	4	TD iCapital, TD Waterhouse +2	14 Jun 2000

Funding Stage

Amount

Investors

Lead Investors

Date

Venture Round

$36.04M

14 Jan 2022

Series B

$8.00M

Mellon Ventures, Northwestern Mutual +1

28 Aug 2001

Series A

$8.00M

TD iCapital, TD Waterhouse +2

14 Jun 2000

FAQ About Financeware

The leading platform connecting and perfecting the tech infrastructure of the new wealth experience

Financeware was founded in 2018.

Financeware is headquartered in West Chester, United States.

Financeware operates in Finance, Financial Services, Fintech and Marketing. Its work centres on technology, financial operations, data intelligence and market data.

Financeware has approximately 6 employees.

Financeware has completed 3 funding rounds, raising a total of $52.04M. The latest funding stage is Venture round.

Top alternatives and competitors to Financeware include BINERY, Scripbox.com India Private Limited, Wealt, Parrot Finance, Wealthsimple. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Financeware and BINERY are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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