132 West 31st Street, 9th Floor, New York, NY 10001, United States
Carefull guards your money, credit, and identity from threats, thieves, and everyday money mistakes
Carefull is an AI-powered financial safety platform that helps banks, credit unions, and wealth advisors protect older adult customers from fraud and money mistakes. In doing this, we help financial institutions win whole family relationships while protecting their clients.
Carefull's technology tackles senior-specific challenges to financial safety. Our financial monitoring identifies potential fraud patterns not picked up by industry-standard tools, because they do not have our expertise in understanding the unique exposures people face as they age. Our other features, including identity theft protection, password and document management, communication, and how-to content, are all created to help your customers maintain financial independence and facilitate their loved ones stepping in to help.
How-Tos, guides, and roadmaps Find useful answers in our original, expert-crafted guides, videos, and articles. Community support Ask your tough questions in the Carefull Community, and get real answers from those who have been there before. Weekly updates Stay informed with Take Care, our weekly digest with useful tips, real stories and ideas for families......
Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......
Carefull knows what to look for Built for the dangers we can't always see, Carefull keeps you organized and protected by catching and alerting you to unusual activity, fraud, and common mistakes that can lead to trouble. Get support from your trusted Circle Choose whether to include trusted loved ones or professionals by......
Credit & identity alerts Catch fraudulent use of your credit or identity and take action immediately to stop scammers. $1 Million of identity theft insurance In case something does go wrong, stay covered with Carefull’s $1 million insurance promise. Live customer support Get support with assistance from Carefull’s Care Concierge: real humans to help you......