Navigation Links
Whealthcare Planning Announces New Industry Award, Board Member and Capital Raise

Whealthcare Planning, the industry’s only technology platform focused on the intersection of health, aging and finance, announced today growing momentum for the company and its technology, along and a corresponding capital raise to fund its increasing opportunities.

At the recently held’s Industry Awards Program, Whealthcare Planning was recognized for Technology Thought Leadership for its Whealthcare Academy and Education Center. This prestigious award comes on top of the recognition Whealthcare planning also garnered at the Investment News Innovation Awards.

“We are gratified by the momentum of the Whealthcare Planning tools. Nearly 100 investment advisory firms are now using the tools to simplify interactions with aging investors, support advisors and introduce appropriate services," said Chris Heye, CEO of Whealthcare Planning, "As the Baby Boomers age, they tend to consolidate assets and the Whealthcare Planning tools facilitate the greater trust needed to earn that consolidation.”

Whealthcare Planning is also excited to announce the appointment of Suzanne Siracuse, the CEO and Founder of Suzanne Siracuse Consulting, her newly launched consulting firm and the former CEO and Publisher of InvestmentNews, as a Board member and Strategic Advisor. Siracuse will leverage her industry knowledge and her strategic business and marketing skill set to help Whealthcare with a variety of growth-related initiatives. “We are delighted to welcome Suzanne to the Whealthcare Planning Board as she will immediately bring a wealth of knowledge and insight,” said Heye.

“The financial planning needs for families with aging members have never been more visible and critical in our society,” said Siracuse. I have been incredibly impressed with what the Whealthcare Planning tools provide advisors and I am looking forward to helping the Whealthcare team share their story.”

As a result of this growing momentum, Whealthcare Planning is announcing a capital raise to accelerate its growth in the enterprise financial advice sector, a large marketplace of financial advisors that includes insurance companies, independent broker-dealers, trust companies and banks.

“We’ve had tremendous interest from the executive suite of these enterprise wealth management firms to help them come up with a technology solution to enable scale across their thousands of financial advisors when it comes to these critical health and wealth issues,” said Heye. “This capital raise will allow us to invest in the integrations and service needed to support our advisor clients as demand grows for using the tools. We are still early in the adoption of support for engaging older investors and their families, so our timing is very good to expand our operations, invest in top technology development talent, while increasing our sales and marketing presence.”

Later this month, Whealthcare Planning will be exhibiting and demonstrating its technology solutions at the upcoming Technology Tools for Today (T3) Enterprise conference in Ft. Lauderdale, FL, October 28-30, 2019.

To learn more about Whealthcare Planning, log onto

About Whealthcare Planning

Whealthcare Planning LLC is a financial technology company with a mission to develop innovative, cloud-based applications that help to protect older adults and their families and enable them to make the best possible financial decisions. The Whealthcare Planning platform was developed in close cooperation with thought leaders in wealth management, psychiatry, health care and geriatrics, including Carolyn McClanahan, Director of Life Planning Partners and co-founder of Whealthcare Planning LLC. Some of the tools and training materials including checklists and conversation scripts were developed in collaboration with the Massachusetts General Hospital.

Read the full story at

Source: PRWeb
Copyright©2019 Vocus, Inc.
All rights reserved

Related medicine technology :

1. OrthoView Announces the U.S. Launch of a New, Subscription-based, Digital Planning and Templating Solution for Individual Orthopaedic Surgeons
2. Pointlogic and Kantar Media Announce Dedicated Communication Planning Solution for Pharmaceutical Industry
3. State Exchanges And Other Post-ACA Implementation Hinder 2014 Planning For Pharma
4. Cyberonics Names Rohan J. Hoare, Ph.D. Senior Vice President, Strategic Planning
5. Event Alert: Kinaxis to Host Executive Panel Discussion "Time to Get off Excel and into the Cloud for Supply Network Planning" at LogiPharma 2013
6. Elekta Announces Monaco 5.0 -- Comprehensive Radiation Treatment Planning Capabilities Brought Together in One System
7. Philips Showcases Innovations in Radiation Oncology Imaging Technology and Workflow Planning at the 55th American Society for Radiation Oncology (ASTRO) Annual Meeting
8. Research-based Pharmaceutical Industry Calls for Public-Private Sector Engagement to Accelerate Progress Towards the Millennium Development Goals (MDGs) and in Planning New Development Agenda
9. Elekta receives US FDA 510(k) clearance for its Monaco 5 treatment planning system
10. New Pennsylvania Hospital Opens, MEMdata Equipment Planning Utilized
11. New Hospital Opens in Spring, Texas, MEMdata Equipment Planning Utilized
Post Your Comments:
(Date:11/22/2019)... N.J. (PRWEB) , ... November 21, 2019 , ... ... machines and technologies, will attend the Radiological Society of North America’s (RSNA) 105th ... #8121. While there, Mindray will unveil its newest product and highlight its diverse ...
(Date:11/21/2019)... ... November 21, 2019 , ... ... practice transformation, announced formation of its Primary Care First (PCF) Practice Support ... performance in the new Primary Care First models announced in April by ...
(Date:11/20/2019)... ... November 20, 2019 , ... “Role of the Biofield ... has been named No. 1 International Best Seller on Amazon in the USA, ... and Spiritual Healing, Microbiology, Alternative Medicine and Nephrology. , The book also ...
Breaking Medicine Technology:
(Date:11/21/2019)... , ... November 21, 2019 , ... ... related. Consumers want healthcare information and therefore, average session length ... like accreditation type, whether a therapist is licensed, clinical hours with clients, and ...
(Date:11/21/2019)... BRITAIN, Conn. (PRWEB) , ... November 21, 2019 ... ... State College Foundation;; 860-515-3889 , Middlesex Health Care Awarded the Golden Acorn ... Employer Appreciation Breakfast , The Foundation for Charter Oak State College, Connecticut’s public ...
(Date:11/20/2019)... (PRWEB) , ... November 20, 2019 , ... ... Human Organ Health Specific Biomarkers In Vitro Assays’” by Eileen Mary Meagher has ... Medical Biochemistry, Health, Fitness & Dieting, Religion & Spirituality, Family and General Practice, ...
(Date:11/19/2019)... ... November 19, 2019 , ... From nourishing skin and bodies ... make and maintain healthy changes, just in time for the holidays. The global ... CBD Peppermint Oil Blend as well as updated its AMPED™ Hydrate drink. The ...
(Date:11/19/2019)... ... 19, 2019 , ... Practice EHR, a leading provider of ... CCS-P, as the company’s new implementation manager. , Morrow has spent nearly three ... consulting and training for a variety of healthcare organizations, she brings a wealth ...
Breaking Medicine News(10 mins):