FINANCEWARE
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, we’re helping to define and deliver the new seamless and simplified winning wealth experience.
FINANCEWARE
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
Board_member
2016-12-01
Board_member
2016-12-01
Board_member
2018-04-01
Board_member
Current Employees Featured
John K. Adams Board of Directors @ Financeware
Board of Directors
Rosemarie Thomas SVP, General Counsel & Chief Human Resources Officer @ Financeware
SVP, General Counsel & Chief Human Resources Officer
2019-07-01
Will Dolan CEO @ Financeware
CEO
Bob Ward Chief Executive Officer @ Financeware
Chief Executive Officer
2020-10-01
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
Mellon Ventures investment in Series B - Financeware
Northwestern Mutual
Northwestern Mutual investment in Series B - Financeware
FBR & Co
FBR & Co investment in Series B - Financeware
TD iCapital
TD iCapital investment in Series A - Financeware
TD Waterhouse
TD Waterhouse investment in Series A - Financeware
FBR & Co
FBR & Co investment in Series A - Financeware
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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