Act2 Financial hero

Most financial harm is not one big theft

It is small, repeated losses over weeks and months. Act2 gives families early signals and shared clarity.

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Early Warning Signals

Spot behavior shifts and quiet financial erosion early.

Protect Retirement Stability

Keep retirement resources aligned with care and lifestyle goals.

Shared Family View

Create a shared, actionable view for loved ones and caregivers.

By the numbers

Public data shows the scale of the problem, but the hardest cases are quiet, progressive losses that do not trigger alarms.

Act2 focuses on patterns over time, not just one-off anomalies.

5.2% Reported Financial Abuse

In the National Elder Mistreatment Study, 5.2% of older adults reported current financial abuse by a family member.

For context, applying 5.2% to the 57.8 million U.S. adults age 65+ (ACL 2022 data) is roughly 3 million people.

Source: National Elder Mistreatment Study (NIJ) and ACL 2023 Profile release

Preserve assets and reduce financial risk

Learn why families usually notice too late and what early signals look like. Explore guides →

Protect against fraud

Protect Against Fraud

Detect unusual behaviors sooner and provide family members with practical visibility into financial patterns.

Preserve assets

Preserve Assets

Keep retirement resources aligned to household goals while identifying unexpected or concerning transaction activity.

Improve outcomes

Improve Outcomes

Convert financial monitoring into useful actions that help families and caregivers make better decisions.

How observers work

1. Add a Family Observer

An observer is typically a family member helping protect a parent with trust and clarity.

2. Choose Read-Only Visibility

Set observer boundaries so families stay informed without taking financial control away.

3. Get Early Signals

Receive practical alerts about pattern changes and align quickly as a family.

Get early access

Say hi and we will send you a registration link so you can use Act2 free for 3 months.

Fill out the form and we will get back to you.

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Family and retirement planning

Who Are We

We are building Act2 to help families protect independence with clarity, not control.

More details on click: select any founder photo to open their profile page.

Matt Halperin, CFA, Cofounder
Brings a background in retirement services with extensive experience in risk and portfolio management.

Gregg Corso, Cofounder
Technology and financial services operating executive. As COO, helped mature a founder-led company and tripled revenues.

Tamas Marin, Cofounder
Tamas has over three decades of technical expertise across startups and established corporations.