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

Share Article

Whealthcare Planning wins multiple industry awards, adds former CEO of InvestmentNews, Suzanne Siracuse to the Board as a Strategic Advisor, as well as announces a Capital Raise to pursue Enterprise opportunities

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.

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

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Timothy Welsh
Visit website