Financeware names Dolan CEO to drive data, wealth management strategy

By Emily Bader
Jersey City | Sep 4, 2019 at 12:17 pm

Financeware, a data and wealth management fintech platform based in Jersey City, announced Wednesday it has named William Dolan its CEO.

Financeware said the appointment is a key milestone in executing its expansion strategy, including its growth across the financial data and wealth management sectors.

“We are extremely fortunate have such a talented and experienced executive to lead Financeware at this exciting time in our growth,” Jim Ashton, general partner, NewSpring Holdings, and board member, Financeware, said.  “With his unique combination of strong business leadership and vast experience in delivering data and financial technology solutions, Will’s expertise is ideally suited to lead Financeware’s expansion in the data and wealth management segments.”

Dolan previously served as the head of Fidelity Corporate Actions Solutions. Before that, he held senior roles in Fidelity’s Clearing and Custody business.

“I am thrilled to have the opportunity to help drive Financeware through the next phase of its evolution as a significant provider of technology and services across the financial data and wealth management sectors,” Dolan said.

“I’ve known VMS for a long time as a key data provider to the industry. Then, as I learned more about Financeware’s three businesses — each with a significant data and technology underpinning complemented by value-added services for workflow automation including front, middle, and back office outsourcing services – I immediately understood and was excited by the potential for the Financeware platform.  These capabilities, along with the strength of the leadership team and Board is a powerful combination, and I believe Financeware is well positioned to become an even bigger provider of data and wealth management services,” he said.