Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Healthspan Wealth
In one line: Human-centered platform with AI support that connects advisors and families with vetted health, caregiving, legal and lifestyle resources for life transitions.
| Best for | Advisors who want a repeatable process for health, longevity and life-transition conversations with families |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 28, 2026) |
| Website | healthspanwealth.com/ |
| Last checked | October 28, 2026 |
What it 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.
Healthspan Wealth review · Healthspan Wealth pricing · Healthspan Wealth alternatives
Get a Healthspan Wealth demo
Tell us a little about your firm and we'll pass your request to Healthspan Wealth's team. Free, no obligation.
Alternatives to Healthspan Wealth
bQuest
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
Discovery meetings and visual client conversations
eMoney Advisor
Comprehensive, cash-flow-based planning
RightCapital
Advisors who want intuitive planning tools
Compare with other tools (side by side, up to 4)
FAQ
What is Healthspan Wealth?
Human-centered platform with AI support that connects advisors and families with vetted health, caregiving, legal and lifestyle resources for life transitions.
Who is Healthspan Wealth best for?
Advisors who want a repeatable process for health, longevity and life-transition conversations with families. It is in our financial planning software category.
How much does Healthspan Wealth cost?
Healthspan Wealth doesn't publish prices on its website as of October 28, 2026; contact the vendor for a quote.
What are alternatives to Healthspan Wealth?
bQuest, Asset-Map, eMoney Advisor, RightCapital.