About Us

Our History

Wealthcare Through The Years

Strategies for financial advisors and financial services firms to create personalized, compelling client experiences.

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?

Rooted in Technology. Focused on Experiences.

1999

1999

Financeware, a cutting-edge goals-based Monte Carlo simulation planning tool, launches.

2003

2003

Wells Fargo introduces Envision, a white-labeled planning tool powered by Financeware.

Wealthcare Capital Management RIA formed.

2007

2007

Implemented Turnkey Advice Management Platform (TAMP)

Launched Household-Level Trading & Rebalancing functionality

2013

2013

Wealthcare acquired by NewSpring Capital and investor group led by Len Reinhart.

2014

2014

Acquired Sightline Investments.

Financeware 2.0

Expanded investment choice framework.

2015

2015

Formed Hybrid RIA: Wealthcare Advisory Partners

 

2016

2016

Financeware 3.0

IPT system

Enhanced TRACM – household-level portfolio management system

2017-18

2017-18

Launched integrated GDX360 platform

Enterprise investment models: ADVISOR360

49 programs / 490 portfolios

Financeware planning technology rebranded as GDX360

 

GDX360 reimagines the advisory business.

Connect With Us Today