Wealthcare Capital Management - M&A Summary, Ownership, and Business Overview

Information TechnologyCompany

Wealthcare Capital Management M&A Summary

Wealthcare Capital Management has acquired 3 companies of its own, including 3 in the last 5 years.

Wealthcare Capital Management has acquired in 3 different US states. The Company’s most targeted sectors include business services (67%) and financial services (34%).

Wealthcare Capital Management Ownership

Who owns Wealthcare Capital Management?

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

Was Wealthcare Capital Management formerly PE-backed?

Yes. Wealthcare Capital Management was formerly owned by 1 private investor.

Wealthcare Capital Management Business Overview

Where is Wealthcare Capital Management headquartered?

Wealthcare Capital Management is headquartered in Richmond, Virginia.

What sector is Wealthcare Capital Management in?

Wealthcare Capital Management is an information technology company.

When was Wealthcare Capital Management founded?

Wealthcare Capital Management was founded in 1999.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1

Wealthcare Capital Management

Wealthcare Capital Management LLC

1021 East Cary Street, Suite 1120,
Richmond, Virginia 23219
United States,
(804) 644-4711
www.wealthcarecapital.com

Wealthcare Capital Management is widely credited as a pioneer in goals-based wealth management technology and goals-driven investing. Using a patented process, Wealthcare provides wealth advisors with a straightforward solution to help clients clarify their goals and risk preferences, align their investment risk with what they value most, and avoid being misguided by the abstract and tired questionnaire-based industry approach to risk tolerance. Wealthcare’s proprietary Comfort Zone functionality provides the client with clarity and confidence in the path they have chosen, and control of key variables to keep them on track through volatile and evolving markets. Wealthcare Capital Management was founded in 1999 and is based in Richmond, Virginia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - 2 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Sommers Financial Management 2023-01-11 - Add-on Acquisition
Scappoose, Oregon · www.sommersfinancial.com
Fellows Financial Group LLC 2022-09-09 - Add-on Acquisition
Leesburg, Virginia · www.fellowsfg.com
Eagle Financial Management Services LLC 2022-06-16 - Add-on Acquisition
Shreveport, Louisiana · www.eaglefms.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (67%) - - -
Financial Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Virginia 1 - - -
  Oregon 1 - - -
  Louisiana 1 - - -
Total 3 - - -

Company Summary

SECTOR

Information Technology

Established

1999

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