Diligence memo · auto-generated · as of July 2, 2026

Financeware Holdings LLC

Financeware Holdings LLC looks over-valued against its niche peers and is dormant on financing cadence.

DeprioritizeFinancing has gone silent well past the sector's normal cadence — treat as inactive until outside confirmation of a live operation.

Businessfiled

Financeware Holdings LLC operates in Other, based in RADNOR.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Financeware Holdings LLC has raised $60M in disclosed capital across 3 recorded rounds, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $36M on 2022-01-01.

Most recent recorded round closed around 2022-01-01.

Valuation (modeled)modeled

Provath models Financeware Holdings LLC at approximately $413M (range $90M–$1.2B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 2.62× the median modeled value of Series B Other companies in 2022–2024 (465 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Historic cadence: a new round about every 22 months.

Last raise 4.5 yr ago; this sector typically re-raises about every 11 months.

Silent for over 3× the sector's normal cadence.

The last round stepped up 1.8× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 94% of Other peers (25015 compared).

Modeled value ranks above 93% of those peers.

Closest niche peers: Ever/Body, Inc., American Cricket Enterprises Inc., Xlerate Ultimate Holdings, Lp, MDME Ultimate Holdings, LP, aXiomatic, LLC.

Peoplefiled

15 named people on file across officers, directors and signatories.

Risks & flagsmixed

Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.

Modeled above niche peers — valuation risk on entry.

Broad sector classification weakens peer comparison.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.