Tagged: carefull

October 12, 2023 @ 11:25 pm By Omar Faridi  |  

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

December 12, 2022 @ 5:49 pm By Omar Faridi  |  

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

April 3, 2022 @ 12:15 pm By Omar Faridi  |  

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