Key facts
- Notable investors include Sammons Financial Group.
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Eric YanceyChief Technology Officer & Senior Vice President
- Ron MadeyChief Investment Officer
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Wealthcare Capital Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Wealthcare Capital Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wealthcare Capital Management
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.
- Sector
- Financial Services
- HQ
- Richmond, VA, United States
- Employees
- 54
- Website
- wealthcaregdx.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Wealthcare Capital Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wealthcare Capital Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wealthcare Capital Management in its N-PORT filings yet. We sweep new filings monthly.