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

 Subscribe to unlock this and 201,598
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Wealthcare Capital Management

Virginia Companies , Information Technology Companies , United States Companies , Virginia Information Technology Companies , Virginia Information Technology with Acquisitions , Virginia Information Technology with Divestitures

Related Lists for Virginia Companies

Largest Virginia Companies , Acquisitive Virginia Companies , Recently Acquired Virginia Companies , Recently Sold Virginia Companies , Private Virginia Companies , Public Virginia Companies , Acquired Virginia Companies , PE Backed Virginia Companies

Related Lists for Information Technology Companies

Largest Information Technology Companies , Acquisitive Information Technology Companies , Recently Acquired Information Technology Companies , Recently Sold Information Technology Companies , Private Information Technology Companies , Public Information Technology Companies , Acquired Information Technology Companies , PE Backed Information Technology Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal