What departments does Financeware have?

Financeware has employees across 3 departments including Operations, Finance, Legal.

What is the largest department at Financeware?

The largest department at Financeware is Operations with 1 employees.

Where are Financeware employees located globally?

Financeware has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Financeware's team size changed over time?

Financeware's team has decreased from approximately 2 to 1 employees based on available data.

Financeware Employee Directory

Q: Who are Financeware's key employees and leadership?

Financeware's key employees include: Coo: M. P., Chief Revenue Officer: B. W..

Financial ServicesPennsylvania, United States2-10 Employees

Financeware operates as a financial services platform aimed at connecting and refining the technology backbone of the modern wealth management experience. Its offerings appear to center on integrating and orchestrating various solutions to support a seamless wealth ecosystem, with portfolio constituents including wealth management technology and data intelligence tools. The company targets institutions and professionals in the wealth management sphere seeking improved access to and coordination of technology and market data to drive planning, investing, and operations. Based in West Chester, Pennsylvania, Financeware positions itself within the fintech and wealthtech landscape, emphasizing collaboration across partners and market opportunities to deliver a streamlined wealth experience. The organization is relatively small in size, and has established leadership appointments in recent years, reflecting a focus on strategic governance and industry expertise. A notable development is its engagement with portfolio companies such as Wealthcare Capital Management, VMS, and QUODD, which illustrate its approach to integrating planning, data flows, and market information within a unified platform.

Financeware Global Highlights

North America
5

United States Of America
5

South America
2

Brazil
2

Financeware's Leadership

M. P.
Coo
Mobile Phone
Email
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
S. L.
Aux Contabil
Mobile Phone
Email

Financeware Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Financeware

Name

Title

Contact Info

Location

Last Update

M. P.
Coo
Mobile Phone
Email
United StatesKentucky
Jul 03, 2026
B. W.
Chief Revenue Officer
Mobile Phone
Email
UNITED STATES
Jun 03, 2026
R. T.
Svp, General Counsel
Mobile Phone
Email
United StatesPennsylvania
Jun 27, 2026
E. W.
Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
L. R.
Trainee
Mobile Phone
Email
BrazilSao Paulo
Jan 30, 2024
S. L.
Aux Contabil
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 Drive West Chester, Pennsylvania 19380 United States; 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 2 employees as of May 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Financeware's key employees and leadership?

As of May 2026, Financeware's key employees include:

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

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Financeware Employee Directory

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