Wealthcare Capital Management Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wealthcare Capital Management's estimated annual revenue is currently $12.3M per year.(i)
  • Wealthcare Capital Management's estimated revenue per employee is $204,300

Employee Data

  • Wealthcare Capital Management has 60 Employees.(i)
  • Wealthcare Capital Management grew their employee count by 5% last year.

Wealthcare Capital Management's People

NameTitleEmail/Phone
1
Chief Investment OfficeReveal Email/Phone
2
CEOReveal Email/Phone
3
Chief Technology OfficerReveal Email/Phone
4
Managing Director - Head OperationsReveal Email/Phone
5
Director, Training and Project ManagementReveal Email/Phone
6
Director TradingReveal Email/Phone
7
Senior Wealth Advisor | Wealthcare Private Client, LLCReveal Email/Phone
8
Advisor and SVP, SightLine Investments DivisionReveal Email/Phone
9
Registered Investment Advisor RepresentativeReveal Email/Phone
10
Financial Planner, CFP®, CPAReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M59-2%N/AN/A
#2
$12.3M605%N/AN/A
#3
$154.5M20N/AN/AN/A
#4
$10.8M532%N/AN/A
#5
$0.9M80%N/AN/A
#6
$27.7M12231%N/AN/A
#7
$31.1M1375%N/AN/A
#8
$54.2M217-1%N/AN/A
#9
$15.3M75-17%N/AN/A
#10
$7.3M4029%N/AN/A
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What Is Wealthcare Capital Management?

At Wealthcare Capital Management, we know that the most significant objective of financial advice is to help clients meet their life goals. That is why we offer services that enable advisors to actually deliver the achievement of life goals to their clients. Our Wealthcare process is a complete solution including low-cost and tax-efficient life relative portfolio management, analysis, monitoring and ongoing service. Learn more about Wealthcare, read some of our groundbreaking white papers, or take a look at our case studies. Then sign up for a free "Personal Wealthcare Plan" and see how we can help your clients make the most of the one life they have. Create a login for your own Personal Wealthcare Plan and see a sample of how the life relative Wealthcare process works, or call us toll free at 877-883-7526.

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Total Funding

60

Number of Employees

$12.3M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealthcare Capital Management News

2022-04-20 - Global Financial Planning Software Market 2022 Research ...

Wealthcare Capital Management; SunGard WealthStation (FIS); Advizr; RightCapital; Cheshire Software; Razor Logic Systems; Moneywise Software; Struktur AG...

2022-04-19 - Financial Planning Software Market Size, Scope And Forecast ...

... Wealthcare Capital Management (Financeware) and Rightcapital. ... It reduces investment risk and helps businesses make calculated...

2022-03-30 - Merit Financial Advisors Expands to Colorado by Acquiring ...

IMWC specializes in financial planning, investment management, ... I.M. Wealth Care and Tedstrom Wealth teams to Merit Financial Advisors,"...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.5M603%N/A
#2
$13.2M607%N/A
#3
$14.6M60-8%N/A
#4
$7.8M605%N/A
#5
$13.7M609%N/A