We monitor your financial data-providing guidance to improve retirement outcomes, independence and reduce elder fraud.
We provide finance alerts to vulnerable seniors and their families- in essence we read your bank and other financial statements, monitor transactions as they post and then point out suspicious or unusual activity. Our goal is very simple -- to help prevent elder fraud and help seniors stay independent longer.
Protect Against Fraud
1 in 18 seniors will be the victim of financial exploitation each year.
"A great tool to monitor caregiver spending"
Link family members so they can monitor(and not transact)
Elder fraud by known others accounts for nearly three-fourths of losses. (AARP)
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Who Are We
Matt Halperin, Cofounder
Brings a background in retirement services. Extensive experience in risk and portfolio management.
Greg Corso, Cofounder
Technology and financial services operating executive. As COO, helped a mature a founder led company and tripled revenues.
Tamas Marin, Cofounder
He has over three decades of technical expertise in various domains, roles and settings at both startups and established corporations
Click on any photo for a biography.