Wealthcare Capital Management LLC
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Wealthcare Capital Management LLC - overview
Established
1999
Location
Richmond, VA, US
Primary Industry
Financial Services
About
Founded in 1999, based in the US, Wealthcare Capital Management, Inc. is a financial advisory company which provides wealth management solution and unified managed household program for financial advisors and financial institutions. Based in the US, Wealthcare Capital Management, Inc. offers financial services and solutions.
Wealthcare Capital Management LLC pioneered goals-based financial planning with its patented Comfort Zone methodology. In June 2025, Sammons Financial Group, Inc. agreed to acquire Wealthcare Capital Management LLC from NewSpring Capital. Financial terms of the transaction were not disclosed.
Wealthcare Capital Management LLC product and service include Goals-based planning, investment management, GDX360 platform, Comfort Zone®, compliance, marketing, and practice management support. Wealthcare Capital Management LLC generates revenue through advisory fees, platform subscriptions, investment management, practice management services, and technology solutions like GDX360® for independent financial advisors and firms. The June 2025 Acquistion of Wealthcare Capital Management LLC by Sammons Financial Group, Inc. helps the company in providing capital to accelerate its growth strategy, expand advisor services, enhance technology and align with Sammons Financial Group’s long-term vision for scaling in the independent financial advisor market.
Current Investors
NewSpring
Primary Industry
Financial Services
Sub Industries
Investment Banking, Financial Services
Website
www.wealthcaregdx.com/
Verticals
FinTech, FinTech, FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Wealthcare Capital Management LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Announced | Wealthcare Capital Management LLC | - | ||||||||
| Add-on | Completed | Sommers Financial Management LLC | - | ||||||||
| Add-on | Completed | Eagle Financial Management Services, LLC | - | ||||||||
| Buyout | Completed | Wealthcare Capital Management LLC | - |
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