Protecting seniors

We monitor your financial data-providing guidance to improve retirement outcomes, independence and reduce elder fraud.

Here is one of our alerts

Click on the play button to see video demo.
Protect Against Fraud 1 in 18 seniors will be the victim of financial exploitation each year.
Preserve Assets "A great tool to monitor caregiver spending"
See our article on the importance of planning on HumbleDollar

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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.