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Healthspan Wealth review for financial advisors
By William Foster · Updated October 28, 2026
Verdict: Healthspan Wealth is best for advisors who want a repeatable process for health, longevity and life-transition conversations with families. Pricing: Contact vendor. Skip it if you want a self-serve tool with published pricing today.
How we review: this is an editorial summary of what Healthspan Wealth publishes about its product and pricing, checked on October 28, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Advisors who want a repeatable process for health, longevity and life-transition conversations with families |
|---|---|
| Category | Financial planning software |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | healthspanwealth.com/ |
What Healthspan Wealth does
Healthspan Wealth says it connects families and advisors with vetted healthcare, wealth management, estate planning and lifestyle professionals, with services grouped into health and caregiving, financial and estate, and home and lifestyle. For advisors it offers "evergreen discovery" (next best actions, family trees of choice and meeting prep from systems of record), contextualized guidance and AI-assisted, event-based client journeys, and for firms it pitches compliance-friendly, repeatable pathways for sensitive family conversations. It was founded by Thomas C. West (a senior partner at Signature Estate & Investment Advisors) and Suzanne Schmitt (whose career includes senior roles at New York Life, Prudential Financial and Fidelity Investments). Its security page lists encryption in transit and at rest, role-based access, audit logging and continuous monitoring, with detailed documentation available on request. The platform is new and pricing is not published.
Key capabilities, per Healthspan Wealth
- Connects advisors and families with vetted healthcare, caregiving, estate planning and lifestyle professionals
- Evergreen discovery: next best actions, family trees of choice and meeting prep from systems of record
- AI-assisted, event-based journeys and compliance-friendly pathways for sensitive family conversations
Good fit if
You want advisors who want a repeatable process for health, longevity and life-transition conversations with families.
Skip it if
You want a self-serve tool with published pricing today.
What to check before you buy
- 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.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Healthspan Wealth compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Healthspan Wealth | Contact vendor | None listed | Pricing details |
| bQuest | Contact vendor | None listed | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Healthspan Wealth demo
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FAQ
Is Healthspan Wealth good for financial advisors?
It's a strong fit for advisors who want a repeatable process for health, longevity and life-transition conversations with families. Human-centered platform with AI support that connects advisors and families with vetted health, caregiving, legal and lifestyle resources for life transitions.
What are Healthspan Wealth's main features?
Connects advisors and families with vetted healthcare, caregiving, estate planning and lifestyle professionals. Evergreen discovery: next best actions, family trees of choice and meeting prep from systems of record. AI-assisted, event-based journeys and compliance-friendly pathways for sensitive family conversations.
Who should not use Healthspan Wealth?
You want a self-serve tool with published pricing today.
How much is Healthspan Wealth?
Healthspan Wealth prices by quote; it doesn't publish prices.