Wealthcare
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
1021 E Cary St Ste 702, Richmond, Virgin...Phone Number
(804) 644-4711Website
www.wealthcaregdx.comRevenue
$25.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealthcare
Wealthcare, a business unit of Financeware, developed its goals-based planning and investing methodology over many years and holds multiple patents supporting its established goals management approach. Powered by its patented Comfort Zone® framework, the company delivers personalized experiences and structured tools that strengthen relationships between advisors and investors. Wealthcare enables firms and financial advisors to expand their advisory practices through its GDX360® fiduciary process, which integrates planning, investing, and trading, along with a comprehensive suite of practice management services. Wealthcare Advisory Partners LLC operates as the firms hybrid RIA, supporting its broader mission. As part of the Financeware portfolio, Wealthcare manages significant assets and serves a wide network of affiliated advisors.Explore more
Wealthcare Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wealthcare
$25.8M
11-50
Private
-
1999
JD
Justin DuBruelerChief Financial Officer & Chief Administrative Officer
Company Profile Activity
Activity Insights
Wealthcare is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wealthcare is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealthcare.
Wealthcare Tech Stack
A closer look at the technologies used by Wealthcare
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Executive Move
Board of Directors
Partnership
Partnership, Digital Technology
Wealthcare News & Media
Wealthcare secures new financial partner and surpasses $9 billion AUM in first half of 2025
RICHMOND, Va. , Aug. 5, 2025 /PRNewswire/ -- Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors, has continued to increase its accelerated growth trajectory in the first half of 2025 and secured a new financial partner to help...RISR Partners with Wealthcare Capital Management to Drive Deeper Relationships with Business Owner Clients
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Wealthcare Capital Management (Wealthcare), a technology-enabled registered investment advisor (RIA) with more than $8 billion in assets under management (AUM), that supports independent financial advisors. Through this union, Wealthcare advisors have access to a more in-depth look at the needs of their business owner clienWealthcare Capital Management Welcomes Steve DeAngelis to its Board of Directors
/PRNewswire/ -- Wealthcare Capital Management ("Wealthcare"), a NewSpring Holdings platform company, welcomes Steve DeAngelis to its esteemed board of...Wealthcare Starts The New Year With The Acquisition of Sommers Financial Management
WEST CHESTER, Pa., Jan. 12, 2023 /PRNewswire/ -- Wealthcare Advisory Partners LLC ("Wealthcare" or the "Company"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Sommers...
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Frequently Asked Questions Regarding Wealthcare
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Wealthcare, a business unit of Financeware, developed its goals-based planning and investing methodology over many years and holds multiple patents supporting its established goals management approach. Powered by its patented Comfort Zone® framework, the company delivers personalized experiences and structured tools that strengthen relationships be... Read More
