About WealthCare Financial
WealthCare Financial is a Financial Services company based in Indianapolis (United States) founded in 1997 by Jeffrey L Watson. It delivers comprehensive financial and wealth planning services for individuals and businesses. It operates on a B2B model. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include Wealth Management, Financial Planning and Individual and Business. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
WealthCare Financial, led by Jeffrey L Watson as Founder, Owner, specializes in offering financial products and advice, managing wealth portfolios, providing financial planning, and individual and business. Delivers comprehensive financial and wealth planning services for individuals and businesses. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
- Headquarters Indianapolis, United States
- Founders Jeffrey L Watson
- SectorsFinancial Services
- Website wealthcarefinancial.com
- Legal Name Wealthcare Financial Group Llc
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
Associated legal entities of WealthCare Financial
WealthCare Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Board of directors of Fdc Web Technologies Private Limited (WealthCare Financial)
Fdc Web Technologies Private Limited is the primary company behind WealthCare Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
People of WealthCare Financial
1 people are tracked at WealthCare Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jeffrey L Watson | Founder, Owner | Leadership |
Complete people profiles for WealthCare Financial
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Financials of WealthCare Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind WealthCare Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for WealthCare Financial
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Competitors of WealthCare Financial
WealthCare Financial has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of WealthCare Financial
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Top companies in Single Family Offices
3 companies that operate in the same segment as WealthCare Financial (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Wealthcare Financial
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Frequently Asked Questions about WealthCare Financial
WealthCare Financial was founded in 1997.
WealthCare Financial is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
The primary company behind WealthCare Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
WealthCare Financial, led by Jeffrey L Watson as Founder, Owner, specializes in offering financial products and advice, managing wealth portfolios, providing financial planning, and individual and business. Delivers comprehensive financial and wealth planning services for individuals and businesses. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
WealthCare Financial's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
WealthCare Financial operates through Fdc Web Technologies Private Limited.
The legal entities of WealthCare Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.