Financeware - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Financeware M&A Summary

Financeware has acquired 3 companies of its own, including 1 in the last 5 years. A total of 2 acquisitions came from private equity firms. It has also divested 1 asset.

Financeware has acquired in 3 different US states. The Company’s most targeted sectors include information technology (67%) and information services (34%).

Financeware Ownership

Who owns Financeware?

Financeware is owned by NewSpring Capital. It was acquired on January 1, 2018.

Is Financeware PE-backed?

Yes. Financeware is owned by private equity investor NewSpring Capital.

Financeware Business Overview

Where is Financeware headquartered?

Financeware is headquartered in West Chester, Pennsylvania.

What sector is Financeware in?

Financeware is a financial services company.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Financeware

Financeware

1065 Andrew Drive,
West Chester, Pennsylvania 19380
United States,
(888) 701-4206
www.financewaregroup.com

Financeware is a platform focused exclusively on tech infrastructure of the wealth management industry. Financeware was born of a need to connect winning solutions to the fast-moving targets, partners and market opportunities playing out across the entire wealth scape. Financeware is based in West Chester, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.2/yr) # - - - 1 - - 1
  4

Most Recent M&A

Company Date Value Type
VMS Hub 2022-04-04 - Divestiture
Jersey, New Jersey
QUODD Financial Information Services, Inc. 2019-03-05 - Add-on Acquisition
Jersey City, New Jersey · www.quodd.com
Vertical Management Systems, Inc. 2018-01-01 - Add-on Acquisition
Pasadena, California · www.vmshelp.com
Wealthcare Capital Management LLC 2018-01-01 - Add-on Acquisition
Richmond, Virginia · www.wealthcarecapital.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 2 (67%) - - -
Information Services 1 (33%) - - -
Software - - 1 (100%) -
Total 3 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 3 - 1 -
  New Jersey 1 - 1 -
  Virginia 1 - - -
  California 1 - - -
Total 3 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
67%
2 (67%)
Divested to
Strategic(s)
100%
1 (100%)

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