Tagged: carefull

Fintech Carefull Secures $16.5M to Scale Financial Safety Platform for Older Adults

Carefull, an AI-powered financial safety platform that helps banks and wealth advisors protect aging customers from scams and money mistakes, announced that it has closed its Series A round with $16.5 million in funding. The investment round was “led by Fin Capital and joined by… Read More

Carefull, Cetera Financial Group to Help Protect Aging Client Assets, Ease Wealth Transfers for Advisors

Carefull announced a partnership with Cetera Financial Group, which claims to be a leading financial services firm and one of America’s “largest” networks of financial professionals. Through a collaborative partnership, Cetera financial professionals now “have access to Carefull’s state-of-the-art technology, which is purpose-built for those… Read More

Carefull, a Digital Platform Built to Help Older Adults with Finances, and Nationwide to Support “Financial Caregivers”

Carefull, which claims to be the first digital platform built “to protect the daily finances of older adults,” has announced a pilot program with Nationwide and their Innovation team, “leveraging access to Carefull’s safe money monitoring technology.” In using its tech to support the 45… Read More

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