Financeware

Financeware

Probability-analysis technology and marketing strategies for financial advisors and institutions. Learn more

Launch date
Employees
Market cap
-
Enterprise valuation
€131—196m (Dealroom.co estimates Jan 2022.)
West Goshen Township Pennsylvania (HQ)
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DateInvestorsAmountRound

$8.0m

Series A

$8.0m

Series B
N/A

$36.0m

Late VC
Total Funding€47.3m

Recent News about Financeware

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Financeware operates in the wealth management fintech sector, providing advanced technology solutions to enhance the infrastructure of wealth management services. The company serves financial advisors, wealth managers, and other financial institutions, helping them streamline operations and improve client experiences. Financeware's business model revolves around offering a comprehensive platform that integrates various financial tools and services, enabling clients to manage their wealth more effectively. The company generates revenue through subscription fees for its platform, as well as through partnerships and collaborations with other financial technology providers. By leveraging decades of tech leadership and deep industry insights, Financeware aims to stay ahead of market trends and deliver innovative solutions that meet the evolving needs of the wealth management industry.

Keywords: wealth management, fintech, financial advisors, tech infrastructure, client experience, subscription model, partnerships, financial tools, industry insights, innovative solutions.

Tech stack

Group
Tech stackLearn more about the technologies and tools that this company uses.

Investments by Financeware

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QUODD Financial Information Services
ACQUISITION by Financeware Mar 2019