COMPANY PROFILE

Financeware

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Probability-analysis technology and marketing strategies for financial advisors and institutions

West Goshen Township, United StatesFounded 1999Fintech

Valuation $100–250M Last recorded · 2022

Headcount <100 Current team size

Total funding $50–100M Disclosed equity funding

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About Financeware

Financeware operates in the wealth management fintech sector, providing advanced technology solutions to enhance the infrastructure of wealth management services. The company serves financial advisors, wealth managers, and other financial institutions, helping them streamline operations and improve client experiences. Financeware's business model revolves around offering a comprehensive platform that integrates various financial tools and services, enabling clients to manage their wealth more effectively. The company generates revenue through subscription fees for its platform, as well as through partnerships and collaborations with other financial technology providers. By leveraging decades of tech leadership and deep industry insights, Financeware aims to stay ahead of market trends and deliver innovative solutions that meet the evolving needs of the wealth management industry.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 1999
Headquarters: West Goshen Township, United States
Employees: 2
Open positions: None listed
Dealroom signal: 24.0/100
Industry: Fintech, Marketing
Sub-industry: Financial Management Solutions
Sector: Fintech
Client focus: b2b
Investment activity: 1 company, latest Mar 2019
Capital deployed: —
Preferred round: ACQUISITION
Links: Website LinkedIn X

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Funding history

3 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VCOther financing	Jan 2022	$36M	$144M	Undisclosed	—
SERIES BOther financing	Aug 2001	$8M	$32M	Mellon Ventures	—

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Growth signals

Financeware website traffic

Latest recorded traffic for Financeware is 430 monthly website visits, up 104.8% over the last three months. Financeware's team declined 33.3% over the past year.

Latest monthly visits430 3-month web change+104.8% 1-year team growth-33.3%

Monthly website visitsOct 2017–Apr 2024

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