About Wealthcare
Wealthcare is a Financial Services company based in Richmond (United States) founded in 1999, and was acquired by Sammons Financial Group in June 2025. Online wealth management platform for financial advisors. It operates in the Financial Services and Technology sectors. Wealthcare has completed 2 acquisitions, including Eagle Financial Management Services and Sommers Financial Management. Its chief executive, as recorded, is Dave Loeper. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Planful, Modern Wealth Management and iraLogix; 3 of its 3 listed competitors have raised funding.
Company details
Wealthcare was founded in 1999 in Richmond, United States, and operates within the fintech sector as an online platform for financial advisors. Services encompass financial planning and investment management through tools like GDX360. Client assets and investments are synchronized to align with goals, while client progress is monitored across portfolios. Plan statuses for all clients are displayed on a centralized dashboard with real-time updates.
- Headquarters Richmond, United States
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website wealthcaregdx.com
- Social LinkedIn X Facebook
- Acquired by Sammons Financial Group (Jun 2025)
- InvestorsNewSpring Capital
& 1 more
- Investments & AcquisitionsEagle Financial Management Services
& 1 more
- Acquired bySammons Financial Group
(Jun 2025)
Funding Insights of Wealthcare
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Wealthcare with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2016 | Private Equity Round | – | – |
2 investors in total: 2 institutional.
Investors in Wealthcare
Wealthcare has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include NewSpring Capital and Sammons Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment firm focusing on lower-middle market growth, healthcare, and various strategies. | newspringcapital.com | |||
Sammons Financial Group is engaged in providing financial services. | sammonsfinancialgroup.com | West Des Moines, United States |
Investor details for Wealthcare
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealthcare
16 people are tracked at Wealthcare (8 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Dave Loeper | CEO | Leadership |
Nicholas Mitchell | Director Of Trading | Leadership |
Brandy Weiberg | Managing Director - Head Of Operations | Leadership |
Matt Regan | President and CEO | Leadership |
Gregory Michaels | Vice President Corporate Development | Leadership |
Kimberly Nichols | Director Of Portfolio Operations | Leadership |
Rpa® Garrett Wirwille Cfp® (Gary) | VP | Leadership |
Eric Yancey | Chief Technology Officer | Leadership |
Kevin Hunt | Onboarding Specialist | Team |
John Schlichting | Trading Specialist | Team |
Holly Sharp | RIA Solutions Specialist | Team |
Ken Kideckel Cfa | Portfolio Manager | Team |
Shantese Smithers-Alexander | Marketing Manager | Team |
Kirk S. | Trading Specialist | Team |
Hannah Williams | Operations Specialist | Team |
Shantese Alexander | Marketing Specialist | Team |
Complete people profiles for Wealthcare
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Wealthcare
Wealthcare has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Eagle Financial Management Services and Sommers Financial Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services platform offering planning and investing | sommersfinancial.com | United States | 2002 | Jan 2023 | •••• | |
Financial advisory services are provided to clients by the company. | eaglefms.com | Shreveport, United States | 2019 | Jun 2022 | •••• |
Complete acquisition details for Wealthcare
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Wealthcare
5 dated milestones of Wealthcare across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthcare is founded.
- Funding First funding round.
- Acquisition Acquires Eagle Financial Management Services.
- Acquisition Acquires Sommers Financial Management.
- Exit Acquired by Sammons Financial Group.
Competitors of Wealthcare
Wealthcare has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and iraLogix.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. |
Detailed competitors of Wealthcare
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wealthcare
The website of Wealthcare (wealthcaregdx.com) receives about 3.3K visits a month.
- Monthly visits3.3K
▲ 12% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Wealthcare (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Wealthcare
Complete news archive for Wealthcare
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Frequently Asked Questions about Wealthcare
Wealthcare was founded in 1999 and raised its 1st funding round 17 years after it was founded.
Wealthcare is headquartered in Richmond, United States. It is registered at Richmond, Virginia, United States.
Dave Loeper is the CEO of Wealthcare, as recorded in our data.
Wealthcare was founded in 1999 in Richmond, United States, and operates within the fintech sector as an online platform for financial advisors. Services encompass financial planning and investment management through tools like GDX360. Client assets and investments are synchronized to align with goals, while client progress is monitored across portfolios. Plan statuses for all clients are displayed on a centralized dashboard with real-time updates.
Wealthcare's top competitors include Planful, iraLogix and Modern Wealth Management.
Wealthcare has made 2 acquisitions, including Eagle Financial Management Services, and Sommers Financial Management.
Wealthcare has 2 investors. Key investors include NewSpring Capital, and Sammons Financial Group.
Yes. Wealthcare was acquired by Sammons Financial Group in June 2025.