A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial’s backing, adding $1.8 billion in AUM since joining.

RICHMOND, Va. , Aug. 5, 2025 /PRNewswire/ -- Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors, has continued to increase its ...

Some financial advisors don’t want to build an empire. That includes Russ Thornton, who currently advises 40 clients and envisions 70 clients max at his Atlanta-based advisory practice. “My goal is to ...

Wealthcare, an integrated tech platform, hybrid registered investment advisory firm and TAMP based in West Chester, Pa., has launched a new RIA and affiliation model for advisors that join, according ...

"Wealthcare's achievements in the first half of 2024 highlight our dedication to supporting our advisors and clients," said President and CEO Matt Regan. "We are proud of our growth and the milestones ...

RISR, a startup fintech platform that helps advisors with business owner clients, has added another firm to its network of partners. The new partnership with Wealthcare Capital Management, a ...

A private equity-backed registered investment advisor that made its first foray into M&A deals last year added 16 teams of financial advisors with $941 million in client assets in 2022. Processing ...

RICHMOND, Va.--(BUSINESS WIRE)--Wealthcare Capital Management (“Wealthcare”), a portfolio company of NewSpring Holdings (“NewSpring”), NewSpring Capital’s dedicated buy and build strategy, announces a ...

These advisors all chose to affiliate with Wealthcare to take advantage of its tech-enabled flexible solutions that help advisors to cost-effectively scale and improve the client experience in their ...

About a year ago, Wealthcare, an integrated tech platform and hybrid registered investment advisory firm in West Chester, Pa., closed on its sale to Sammons Financial Group, an insurance holding ...