Help clients navigate aging with clarity — & create value across generations

bQuest empowers financial advisors to support clients through life’s hardest chapters — driving deeper relationships, organic referrals, and long-term business value
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bQuest is such a powerful value-add to the client experience we already provide. It’s white-glove service, incredibly easy to implement, and I was surprised to see how many of our top clients—even the most financially robust—are signing up. They and their entire families see the value immediately

Tiffany Charles

The training we’ve received from bQuest has given us the tools and language to better serve our clients during life’s most complex and emotional moments

Michael Mittman

Firms investing in bQuest

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Partnered with

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As the aging population surges and qualified care gets harder to find, your clients turn to their most trusted advisor – YOU – for recommendations.

But…

Researching reliable care providers takes time you don’t have

Aging care is outside your expertise and uncomfortable to discuss

One bad referral could damage years of trust

bQuest connects your clients to vetted aging care experts in just a few clicks — and makes you their lifeline in family crises.

book a 30-minute demo

See how elite advisors are already transforming client relationships with bQuest

Why leading firms are joining bQuest

Care Coordination Platform

One central place to access vetted professionals and resources for your client’s full aging journey

Flexible Client Tools

Offer client-directed access, advisor-guided support, or white-glove concierge service—whatever fits best

Education for Advisors & Clients

Bite-sized content and micro-learning modules to confidently guide sensitive conversations

Whether your client is facing a home transition, end-of-life decisions, or caregiving responsibilities, bQuest empowers you to show up with meaningful support.

BOOK A 30-MINUTE DEMO

See how leading advisors are already transforming client relationships with bQuest

A specialized platform for aging care & end-of-life support

bQuest helps you give clients the peace of mind they crave — without overwhelming your team.

Connect with vetted aging care specialists and confidently meet the surging demand

Bring clarity, relief, and guidance to families facing difficult care decisions

Differentiate your offer, grow your firm and be a trusted family advisor across generations

Save time with pre-vetted resources, scalable onboarding, and built-in engagement tools

Receive qualified referrals from your network of care professionals

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Over 53 million Americans are caregivers

Most feel overwhelmed and under-informed.
bQuest empowers you to offer:

Clear steps and trusted referrals for aging-in-place, home transition, end-of-life, estate administration, and more

Vetted experts like home care providers, senior placement agents, aging life care managers, end-of-life doulas and grief therapists

Helpful education for understanding what to expect—and how to plan ahead

Become your clients’ lifeline for aging care support

SCHEDULE YOUR 30-MINUTE DEMO

Built by people who’ve been there

bQuest was born from personal journeys of caring for aging family members—and from the belief that no family should have to navigate this alone.

We’re building connections between Financial Advisors, Aging Care Experts, and Families. And the impact is generational.

Support your clients through life's hardest transitions

schedule your 30-MINUTE DEMO

Frequently Asked Questions

Connect your clients with over 20+ types of vetted aging care and end-of-life professionals, including home care and home health providers, aging life care managers, senior placement agents, move coordinators, estate sales, hospice and palliative care providers, end-of-life doulas, grief therapists and more.

Yes. bQuest is designed for all types of financial advisors who want to deepen client relationships and differentiate their practice through comprehensive support.

We prioritize compliance. Our content and recommendations align with industry regulations, and we work closely with your compliance team for seamless integration.

Dozens of advisors report strong engagement, even from their most financially secure clients. Aging care is a universal challenge, and bQuest provides a proven and holistic solution

Absolutely. We make onboarding simple with bite-sized training modules, plug-and-play email templates, and point-of-use guidance. Your team will quickly learn how to use bQuest—and how to position it as a value-added resource in client conversations.

We provide a proven process, from launch to ongoing support. You’ll have all the tools and resources you need to succeed.

You’ll get email copy, PDFs, PowerPoint slides, webinar decks, videos, checklists, scripts, and articles—everything you need to promote bQuest to your clients.

Because financial firms vary in size, structure, and how they serve clients, we tailor our pricing to ensure it aligns with your goals and delivers the right level of support for your clients. Contact us to find the best solution.

Look inside the platform

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