Financeware

Financial ServicesUnited States2-10 Employees

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.

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