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Healthspan Wealth alternatives for financial advisors
Short answer: The closest alternatives to Healthspan Wealth are bQuest (best for advisors whose clients (or their parents) face aging-care, caregiving or end-of-life decisions and who want vetted referrals instead of ad hoc searches), Asset-Map (best for discovery meetings and visual client conversations), eMoney Advisor (best for comprehensive, cash-flow-based planning). Healthspan Wealth itself is best for advisors who want a repeatable process for health, longevity and life-transition conversations with families.
Healthspan Wealth: Human-centered platform with AI support that connects advisors and families with vetted health, caregiving, legal and lifestyle resources for life transitions. See the full Healthspan Wealth overview or all financial planning software tools.
Healthspan Wealth starts at
Lowest published starting price
Asset-Map: From $149/mo
Alternatives with a free option
RightCapital, Income Lab
Why advisors look beyond Healthspan Wealth
- Ask which systems of record it connects to for meeting prep.
- Request the security documentation it offers before sharing any health information.
- The platform is new; ask for a reference firm already using it.
- Not a fit if: You want a self-serve tool with published pricing today.
Read our Healthspan Wealth review · Healthspan Wealth pricing
8 alternatives to Healthspan Wealth
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| bQuest Care intelligence and longevity planning platform that helps advisors guide clients through aging, caregiving and end-of-life transitions. | Advisors whose clients (or their parents) face aging-care, caregiving or end-of-life decisions and who want vetted referrals instead of ad hoc searches | Contact vendor | None listed | Visit ↗ |
| Asset-Map Visual financial planning software that maps a client's financial life on one page. | Discovery meetings and visual client conversations | From $149/mo | None listed | Visit ↗ |
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| MoneyGuide Envestnet's goals-based financial planning software. | Goals-based planning conversations | From $175/advisor/mo | None listed | Visit ↗ |
| Income Lab Retirement income planning software for advisors with spending guardrails, tax planning and Penny, an AI paraplanner. | Advisors whose clients mostly ask retirement income, Roth conversion and Social Security questions | From $199/mo ($1,990/yr annual) | 14-day free trial of Pro (credit card required). | Visit ↗ |
| DeepVest Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. | RIAs that want planning, proposals and portfolio analysis in one AI workspace | Contact vendor | None listed | Visit ↗ |
| Conquest Planning "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. | Firms that want ranked planning strategies and plans built in minutes | Contact vendor | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose bQuest if you want advisors whose clients (or their parents) face aging-care, caregiving or end-of-life decisions and who want vetted referrals instead of ad hoc searches.
- Choose Asset-Map if you want discovery meetings and visual client conversations.
- Choose eMoney Advisor if you want comprehensive, cash-flow-based planning.
- Choose RightCapital if you want advisors who want intuitive planning tools.
- Choose MoneyGuide if you want goals-based planning conversations.
- Choose Income Lab if you want advisors whose clients mostly ask retirement income, Roth conversion and Social Security questions.
- Choose DeepVest if you want rIAs that want planning, proposals and portfolio analysis in one AI workspace.
- Choose Conquest Planning if you want firms that want ranked planning strategies and plans built in minutes.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
Talk to a vendor
Request a demo of the closest alternatives through us. We pass your request to the vendor you pick.
FAQ
What is the best alternative to Healthspan Wealth?
It depends on what you need. bQuest is best for advisors whose clients (or their parents) face aging-care, caregiving or end-of-life decisions and who want vetted referrals instead of ad hoc searches; Asset-Map is best for discovery meetings and visual client conversations; eMoney Advisor is best for comprehensive, cash-flow-based planning.
Why look for a Healthspan Wealth alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Healthspan Wealth is best for advisors who want a repeatable process for health, longevity and life-transition conversations with families, so if that isn't you, compare the options below.
How much do Healthspan Wealth alternatives cost?
As of October 21, 2026, published starting prices are: Asset-Map From $149/mo; RightCapital From $149.95/advisor/mo; MoneyGuide From $175/advisor/mo; Income Lab From $199/mo ($1,990/yr annual). bQuest, eMoney Advisor, DeepVest, Conquest Planning don't publish pricing. Healthspan Wealth is priced by quote.