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Financeware logo — The leading platform connecting and perfecting the tech infr...

Financeware

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

Founded 2018 United States West Chester, United States 6 employees Venture round Total: $52.04M Finance, Financial Services +2

General Information

Company Name Financeware
Founded Year 2018
Location United States West Chester, United States
Founders / Decision Makers
Team member Team member
Employees 6
Industries Finance, Financial Services, Fintech +1
Funding Stage Venture round
Social

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About 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.

Business keywords: technology, financial operations, data intelligence, market data, financial analysis, goals-based wealth management, investment, financial advisory, probability analysis, tech infrastructure, innovation, seamless user experience

Funding Rounds & Investors (3)

View All
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

Financeware Alternatives & Competitors

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Financeware vs
BINERY
BINERY Hong Kong S.a.r.

We provide a real-time and seamless bookkeeping experience for growing businesses in Asia!

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21 employees
Financial Services, Fintech
Financeware vs
Scripbox.com India Private Limited
Scripbox.com India Private Limited India

Helping people worry less about money since 2012.

Series D
3 employees
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Financeware vs
Wealt
Wealt United Kingdom

One platform, all about wealth

Seed
12 employees
Financial Services, Fintech
View all alternatives

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.

Source: BounceWatch company record for Financeware, https://bouncewatch.com/company/financeware, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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