Wealthcare has evolved over the years to reflect our ongoing commitment to advisors and clients to provide a different wealth experience.
We’ve changed. We’re no longer just a software company, like when we launched in 1999.
Now, we’re both a fee-only SEC registered investment advisor and a hybrid SEC registered investment advisor, both of which deliver a fully integrated, goals-driven planning and investing platform that also features investment management and oversight.
Change can be good, especially when it’s to meet increasing demands from advisors and clients. Has your firm evolved?
Financeware, a cutting-edge goals-based Monte Carlo simulation planning tool, launches.
Wells Fargo introduces Envision, a white-labeled planning tool powered by Financeware.
Wealthcare Capital Management RIA formed.
Implemented Turnkey Advice Management Platform (TAMP)
Launched Household-Level Trading & Rebalancing functionality
Wealthcare acquired by NewSpring Capital and investor group led by Len Reinhart.
Acquired Sightline Investments.
Expanded investment choice framework.
Formed Hybrid RIA: Wealthcare Advisory Partners
Enhanced TRACM – household-level portfolio management system
Launched integrated GDX360 platform
Enterprise investment models: ADVISOR360
49 programs / 490 portfolios
Financeware planning technology rebranded as GDX360