Wealthcare Capital Management
HQ Address
Two James Center, 1021 East Cary Street, Suite 1120, Richmond, VA 23219, United States
Website Address
Business introduction
Wealthcare empowers advisors to envision a future of endless possibilities
The Wealthcare Experience
Starting as a technology company over 20 years ago, today, Wealthcare’s registered investment advisory (RIAs) firms with $6 billion in AUM and serving more than 170+ affiliated advisors. We work with advisors at any growth stage—those looking to break away, move to a fee-based model, or simply grow their existing independent practice.
We offer advisors the industry’s only integrated goals-based planning solution along with a full range of business operations support—including Compliance, Marketing, and Practice Management— as well as access to our investment models and portfolio management services, so you can focus your time on revenue-generating activities.
Wealthcare Capital Management Solutions
GDX360®
Power your practice with GDX360® The original goals-based wealth management platform Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities. Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk......
