Wealthcare Email Formats
Investment Management • 
Richmond, Virginia, United States • 51-100 Employees
Wealthcare Email Formats
Wealthcare uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthcarecapital.com), used 59% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthcarecapital.com | 59% |
{first name}{last name} | johndoe@wealthcarecapital.com | 35.9% |
{last name}{last name} | doedoe@wealthcarecapital.com | 5.1% |
Key Contacts at Wealthcare
Matt Regan
Chief Executive Officer
Preston Edwards
Director Of Billing And Revenue
Brandy Weiberg
Managing Director - Head Of Operations
Dave Loeper
Ceo
Kimberly Nichols
Director Of Portfolio Operations
Jeffrey C. Leighton
Head Of Sales
Eric Yancey
Chief Technology Officer
Nicholas Mitchell
Director Of Trading
Company overview
| Headquarters | Two James Center,, 1021 East Cary St, Suite 702, Richmond, VA 23219, US |
| Phone number | +18046444711 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Advisors, Financial Planning, Investment Management, Financial Guidance, Registered Investment Advisors, Small Business Retirement Plans, Individual Investing, Goals-Based Wealth Management, Goals-Driven Investing, Goals-Driven Experience |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
About Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Wealthcare has 35 employees across 7 departments.
Departments
Number of employees
Funding Data
Wealthcare has never raised funding before.
Wealthcare Tech Stack
Discover the technologies and tools that power Wealthcare's digital infrastructure, from frameworks to analytics platforms.
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