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Wealthcare Advisory Partners

Wealthcare Advisory Partners

Wealthcare, a business unit of Financeware, architected its original goals-based planning and investing methodology more than 18 years ago and holds 12 patents on this established goals management process. Powered by its patented Comfort Zone®, Wealthcare's approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Wealthcare empowers firms and advisors to grow their advisory businesses by providing GDX360® - Wealthcare's proven fiduciary process that seamlessly integrates planning, investing and trading - and a full-suite of practice-management services. Wealthcare Advisory Partners LLC is the firm's Hybrid RIA, which was created in 2014. Wealthcare is a Financeware portfolio company with over $3 billion in AUM across both RIAs, and serving more than 140 affiliated advisors.

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About Wealthcare Advisory Partners

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Sector

Information Technology

Industry Group

Software & Services

Industry

Software

SIC Code

62

NAICs Code

561

Location

City

Richmond

State

Virginia

Country

United States

Tech Stack (53)

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