WealthCare Financial Group LLC
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WealthCare Financial Group LLC - overview
Established
1997
Location
Indianapolis, IN, US
Primary Industry
Financial Services
About
WealthCare Financial Group LLC, headquartered in Indianapolis, US, offers tax-oriented wealth planning services aimed at facilitating a work-optional lifestyle for clients while preparing for legacy leaving. Founded in 1997, WealthCare Financial Group LLC specializes in wealth management, offering tailored financial solutions. The firm has strategically focused on providing personalized services primarily in the Indianapolis area. In May 2025, Avantax, Inc.
, a portfolio company of Cetera Financial Group, Inc. and Genstar Capital Partners, acquired WealthCare Financial Group LLC. WealthCare Financial Group, LLC specializes in tax-oriented wealth planning, designed to support select individuals and business owners who aim for a work-optional lifestyle while preparing to leave a legacy. Their offerings include a comprehensive financial planning process that aligns with clients' goals and encompasses wealth management through a tax-smart strategy.
WealthCare Financial generates revenue through various client engagements structured around personalized financial planning and advisory services, including fee-based and commission-based agreements for comprehensive wealth management services. The firm provides tailored financial solutions to affluent individuals, families, and business owners, reflecting a direct B2C model in its operations.
Current Investors
Avantax, Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.wealthcarefinancial.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
WealthCare Financial Group 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | WealthCare Financial Group LLC | - |
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