Financeware Employee Directory

Q: What is Financeware known for?

Financeware was founded in 2018. Financeware operates in the Financial Services industry.

Q: How many employees does Financeware have currently?

Financeware has approximately 3 employees.

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.

Find Financeware employees' phone numbers or email addresses

Financeware Global Highlights

North America
5

United States Of America
5

South America
2

Brazil
2

Financeware's Leadership

B. W.
Chief Revenue Officer
Mobile Phone
Email
R. T.
Svp, General Counsel
Mobile Phone
Email
E. W.
Portfolio Manager
Mobile Phone
Email
L. R.
Trainee
Mobile Phone
Email

Contact profiles from Financeware

Name

Title

Contact Info

Location

Last Update

B. W.
Chief Revenue Officer
Mobile Phone
Email
UNITED STATES
Oct 27, 2025
R. T.
Svp, General Counsel
Mobile Phone
Email
United StatesPennsylvania
Oct 31, 2025
E. W.
Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
L. R.
Trainee
Mobile Phone
Email
BrazilSao Paulo
Jan 30, 2024

Frequently Asked Questions

What is Financeware known for?

Financeware was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 1065 Andrew Dr, West Chester, Pennsylvania 19380, US; you can contact the main corporate office by phone at

+1-804-644-****

. Explore Financeware's company overview page for more information.

What is Financeware's most common email format?

Financeware employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financeware email formats with LeadIQ.

How many employees does Financeware have currently?

Financeware has approximately 3 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Financeware's key employees and leadership?

As of December 2025, Financeware's key employees include:

Chief Revenue Officer: B. W.
Svp, General Counsel: R. T.
Portfolio Manager: E. W.
Trainee: L. R.

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