Financeware: Funding, Investors & Team (Oct 2026)
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.
Financeware has raised $36.0M across 1 funding round on record, the most recent an undisclosed round of $36.0M announced in Jan 2022.
That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Financeware Company Profile and Key Stats
Latest funding round on record: Jan 2022.
Financeware Funding Rounds
Financeware Founders and Leadership Team
No contact details are on record for this team yet.
Financeware Funding Compared to Other Financial Services Startups
Financeware's latest round of $36.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Financeware Funding FAQs
What does Financeware do?
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must be earned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.
How much funding has Financeware raised?
Financeware has raised $36.0M across 1 round on record. The most recent is an undisclosed round of $36.0M announced in Jan 2022.
When did Financeware last raise funding?
Financeware's most recent funding round on record is an undisclosed round of $36.0M, announced in Jan 2022.
Who is the CEO of Financeware?
Will Dolan is listed as CEO at Financeware.
Where is Financeware headquartered?
Financeware is based in West Chester, Pennsylvania, United States.
How many employees does Financeware have?
Financeware is in the 101-250 employee band.
How does Financeware's funding compare to other Financial Services startups?
Financeware's latest round of $36.0M is above the $15M median round size for Financial Services companies on FundedIQ across 5,752 tracked companies over the last two years.
About FundedIQ's Financeware Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Financeware is left off this page rather than filled in.
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