Navigation Links
Whealthcare Planning Announces New Industry Award, Board Member and Capital Raise
Date:10/19/2019

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 wealthmanagement.com’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 http://www.WhealthcarePlan.com

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. http://www.WhealthCarePlan.com

Read the full story at https://www.prweb.com/releases/whealthcare_planning_announces_new_industry_award_board_member_and_capital_raise/prweb16653292.htm.


'/>"/>
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:
*Name:
*Comment:
*Email:
(Date:1/10/2020)... ... , ... Myant Inc ., pioneers in Textile Computing™, ... a system of connected performance apparel (including a pair of connected cycling shorts) ... and coaches. Connected fitness represents just one facet of a life connected through ...
(Date:1/8/2020)... (PRWEB) , ... January 09, 2020 , ... R3 Stem ... providers, including over 50 first rate presentations and procedure videos. The course is incredibly ... one's malpractice carrier. , For years, R3 Stem Cell has been the leader for ...
(Date:1/7/2020)... ... January 06, 2020 , ... MemoryCare.com , a ... the Best Memory Care Facilities in Fargo, North Dakota. The guide identifies 2 ... , According to the Alzheimer’s Association , 5.6 million people age ...
Breaking Medicine Technology:
(Date:1/23/2020)... (PRWEB) , ... January 23, 2020 , ... Let’s face ... dynamics came out strongly. Old family issues, rivalries, and secrets were revisited. It’s easy ... many of those coping with addiction and their families, the holidays posed additional stress ...
(Date:1/23/2020)... ... 23, 2020 , ... MemoryCare.com , a comprehensive resource ... Memory Care Facilities in Pensacola, Florida. The guide identifies 7 memory care communities ... to the Alzheimer’s Association , 5.6 million people age 65 and older ...
(Date:1/23/2020)... ... 23, 2020 , ... Dr. Dan Myers and The Dentist Centers Sandy Springs ... their professional dental staff. The Dentist Centers is a state-of-the-art family practice, ... and restorative dentistry, all in a relaxing, comfortable environment. , As a new ...
(Date:1/23/2020)... ... January 23, 2020 , ... The Incentive Research ... Board of Trustees. Representing all segments of the incentives, rewards, and recognition industry, ... conducting research and providing education highlighting the power of incentive and motivational programs. ...
(Date:1/22/2020)... (PRWEB) , ... January 22, ... ... that provides hearing, speech, and education services, recently appointed Ilana Glazer as ... communications, and outreach initiatives. Specifically, Ilana directs donor relations, grants administration, external ...
Breaking Medicine News(10 mins):