Wealthcare Capital Management Overview
- Year Founded
-
1999
- Status
-
Acquired/Merged
- Employees
-
54
- Latest Deal Type
-
Buyout/LBO
- (Announced)
- Financing Rounds
-
7
- Investments
-
6
Wealthcare Capital Management General Information
Description
Provider of wealth management technology and advisory services intended to serve the wealth-management communities, including wealth-care advisors, investors and enterprises. The company offers small business retirement plans, individual investing, investment management, capital management, wealth care retirement plan services and financial planning, thereby assisting customers to optimise their investments while planning, building and preserving their wealth.
Contact Information
Website
www.wealthcaregdx.com(Operating Subsidiary)
Corporate Office
- Two James Center, 1021 East Cary Street
- Suite 702
- Richmond, VA 23219
- United States
Corporate Office
- Two James Center, 1021 East Cary Street
- Suite 702
- Richmond, VA 23219
- United States
Wealthcare Capital Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Wealthcare Capital Management Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Wealthcare Capital Management Patents
Wealthcare Capital Management Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20020059265-A1 | Method and apparatus for rendering electronic documents | Inactive | 07-Apr-2000 |
Wealthcare Capital Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Wealthcare Capital Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Wealthcare Capital Management Investments (6)
Wealthcare Capital Management’s most recent deal was a Buyout/LBO with Sommers Financial Management. The deal was made on 11-Jan-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Sommers Financial Management | 11-Jan-2023 | Buyout/LBO | Asset Management | ||
| Fellows Financial Group | 09-Sep-2022 | Buyout/LBO | Asset Management | ||
| Eagle Financial | 16-Jun-2022 | Buyout/LBO | Asset Management | ||
| Vertical Management Systems | 21-Dec-2016 | Buyout/LBO | Financial Software | ||
| Apple | 30-Sep-2015 | PIPE | Electronics (B2C) |
Wealthcare Capital Management Exits (2)
Wealthcare Capital Management’s most recent exit was on 30-Sep-2015 from Apple. The exit was categorized as with 6 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Apple | 30-Sep-2015 | Completed |
|
||
| Apple | 01-Jan-2014 | PIPE | Completed |
|
Wealthcare Capital Management Affiliates
Subsidiaries (3)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Fellows Financial Group | Leesburg, VA | 2015 | |
| Eagle Financial | Shreveport, LA | 2006 | |
| Sommers Financial Management | Scappoose, OR | 2002 |
Wealthcare Capital Management FAQs
-
When was Wealthcare Capital Management founded?
Wealthcare Capital Management was founded in 1999.
-
Where is Wealthcare Capital Management headquartered?
Wealthcare Capital Management is headquartered in Richmond, VA.
-
What is the size of Wealthcare Capital Management?
Wealthcare Capital Management has 54 total employees.
-
What industry is Wealthcare Capital Management in?
Wealthcare Capital Management’s primary industry is Asset Management.
-
Is Wealthcare Capital Management a private or public company?
Wealthcare Capital Management is a Private company.
-
What is Wealthcare Capital Management’s current revenue?
The current revenue for Wealthcare Capital Management is .
-
How much funding has Wealthcare Capital Management raised over time?
Wealthcare Capital Management has raised $18.5M.
-
Who are Wealthcare Capital Management’s investors?
FBR & Company, Fairhaven Capital Partners, Mellon Ventures, The Northwestern Mutual Life Insurance, and Thomson Financial Service have invested in Wealthcare Capital Management.
-
When was Wealthcare Capital Management acquired?
Wealthcare Capital Management was acquired on 03-Jun-2025.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
