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bQuest
In one line: Care intelligence and longevity planning platform that helps advisors guide clients through aging, caregiving and end-of-life transitions.
| 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 |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 28, 2026) |
| Website | www.thebquest.com/ |
| Last checked | October 28, 2026 |
What it does
bQuest describes itself as a care intelligence and longevity planning platform for financial advisors. It works two ways: responsive care coordination, where advisors connect clients with vetted specialists in 20+ categories (aging life care managers, home care and home health providers, senior placement agents, move coordinators, estate sales, hospice and palliative care, end-of-life doulas, grief therapists and more), and proactive longevity planning, where advisors help clients define the care and quality of life they want and build the financial plan to fund it. Clients can use it on their own, with advisor guidance or through bQuest's white-glove Care Concierge service. bQuest says every professional passes a 4-step vetting process, and it supplies bite-sized advisor training plus a pre-built marketing kit (email copy, PDFs, slides, webinar decks, videos, scripts). It is based in Denver.
Get a bQuest demo
Tell us a little about your firm and we'll pass your request to bQuest's team. Free, no obligation.
Alternatives to bQuest
Healthspan Wealth
Advisors who want a repeatable process for health, longevity and life-transition conversations with families
Asset-Map
Discovery meetings and visual client conversations
Income Lab
Advisors whose clients mostly ask retirement income, Roth conversion and Social Security questions
eMoney Advisor
Comprehensive, cash-flow-based planning
Compare with other tools (side by side, up to 4)
FAQ
What is bQuest?
Care intelligence and longevity planning platform that helps advisors guide clients through aging, caregiving and end-of-life transitions.
Who is 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. It is in our financial planning software category.
How much does bQuest cost?
bQuest doesn't publish prices on its website as of October 28, 2026; contact the vendor for a quote.
What are alternatives to bQuest?
Healthspan Wealth, Asset-Map, Income Lab, eMoney Advisor.