FINANCEWARE

financeware-logo

Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, weโ€™re helping to define and deliver the new seamless and simplified winning wealth experience.

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FINANCEWARE

Social Links:

Industry:
Finance Financial Services FinTech Marketing

Founded:
2000-01-01

Address:
West Chester, Pennsylvania, United States

Country:
United States

Website Url:
http://www.financeware.com

Total Employee:
101+

Status:
Active

Contact:
1-888-701-4206

Total Funding:
52.04 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics


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Current Advisors List

skip-maner_image

Skip Maner Board Member @ Financeware
Board_member
2016-12-01

lee-garber_image

Lee Garber Board Member @ Financeware
Board_member
2016-12-01

jim-ashton_image

Jim Ashton Board Member @ Financeware
Board_member
2018-04-01

not_available_image

David Grossman Board of Directors @ Financeware
Board_member

Current Employees Featured

not_available_image

John K. Adams
John K. Adams Board of Directors @ Financeware
Board of Directors

rosemarie-thomas_image

Rosemarie Thomas
Rosemarie Thomas SVP, General Counsel & Chief Human Resources Officer @ Financeware
SVP, General Counsel & Chief Human Resources Officer
2019-07-01

will-dolan_image

Will Dolan
Will Dolan CEO @ Financeware
CEO

bob-ward_image

Bob Ward
Bob Ward Chief Executive Officer @ Financeware
Chief Executive Officer
2020-10-01

justin-dubrueler_image

Justin DuBrueler
Justin DuBrueler Chief Financial Officer @ Financeware
Chief Financial Officer
2018-04-01

Acquisitions List

Date Company Article Price
2019-03-05 QUODD Financial Information Services QUODD Financial Information Services acquired by Financeware N/A

Investors List

mellon-ventures-2_image

Mellon Ventures

Mellon Ventures investment in Series B - Financeware

northwestern-mutual-life_image

Northwestern Mutual

Northwestern Mutual investment in Series B - Financeware

fbr-co_image

FBR & Co

FBR & Co investment in Series B - Financeware

td-icapital_image

TD iCapital

TD iCapital investment in Series A - Financeware

td-waterhouse_image

TD Waterhouse

TD Waterhouse investment in Series A - Financeware

fbr-co_image

FBR & Co

FBR & Co investment in Series A - Financeware

mellon-ventures-2_image

Mellon Ventures

Mellon Ventures investment in Series A - Financeware

Official Site Inspections

http://www.financeware.com Semrush global rank: 5.96 M Semrush visits lastest month: 1.38 K

  • Host name: ec2-52-72-225-22.compute-1.amazonaws.com
  • IP address: 52.72.225.22
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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