Join bQuest.

Join bQuest. The only platform where trusted financial advisors connect families to the right aging care, exactly when it matters most.
Apply to join bQuest

bQuest connects aging care professionals with families referred directly by their financial advisors.

We help advisors and families understand what support they’ll need before it becomes a crisis.

We then introduce them to the right experts exactly when they need them most.

You're a curated match, not one of many. 

No cold leads. No directories. No competing with dozens of other providers.

Advisors trust bQuest to connect their clients with the right specialist at the right time. 

You get high-quality connections to families who need you now.

The story behind bQuest

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What is bQuest?

The platform financial advisors use to connect their clients with you.

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Here's the problem financial advisors have always had:

Their clients go through major life changes — a spouse dies, a parent needs memory care, the family home goes on the market — and the advisor has no good answer for "who do I call?"

bQuest solves that.

Advisors bring clients in. Families find the right expert fast.

You get consistent, qualified exposure to the people who genuinely need you now

Apply to join bQuest

How it works in four steps:

1)  Advisors Invite Their Clients Into bQuest

Clients enter the platform through their financial advisor — arriving through a trusted partner. That trust transfers to you.

2)  Families Tell Us What They Need

Clients complete a guided intake covering caregiving, home safety, transitions, capacity concerns, legacy planning, and more.

3)  bQuest Matches The Right People to You

bQuest uses AI-assisted matching guided by human expertise through the bQuest Navigator to connect families with the right provider. 

We base matches on specific care needs, clinical and professional qualifications, service area, and urgency.

You get referred to families you're equipped to help, who need you now.

4)  Direct, High-Intent Engagement

Clients schedule consultations, send messages, or request services directly through the platform. Every connection is a verified engagement.

Apply to join bQuest

Why Join bQuest?

You get:

Access to thousands…

of advisor-referred families in active transition each year

A platform financial advisors are embedding…

into their practice specifically to connect their clients to you. This isn't another directory.

A nationwide peer network

Cross-referrals, collaboration, colleagues who work in adjacent specialties and send business your way.

No renewal fee…

until you receive verified engagements.

Who’s in the ecosystem & how to join?

bQuest has 20+ categories of vetted specialists.

Senior & Speciality Move Managers, Aging Life Care Managers, estate planning and elder law attorneys, home modification specialists, home care providers, Senior Placement Agents,  Independent Trust Companies, After Loss Professionals and more.

The full ecosystem of professionals families need when life gets complicated.

Financial advisors rely on bQuest to make those introductions. Families rely on it to find people they can trust.

That’s why not everyone gets in. We limit membership to 5-10 providers per specialty in each service area.

See exactly how the vetting process works and what joining looks like:
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Apply to join bQuest

Frequently Asked Questions

bQuest is embedded inside financial advisory firms. Advisors invite their clients into the platform, where each family completes a needs assessment. When their situation matches your specialty and geography, your profile shows up as a curated match.

No. bQuest doesn't sell leads.

Providers pay an annual membership fee, which includes their application fee — renewed only after receiving three (3) verified engagements. No per-lead charges, no bidding, no pay-to-play. A 20% discount is available for members of NPRA, ALCA, NASMM, SCSA, and AADMM. Fees may vary by location or service type.

Any of these four:

  • A direct message from a client or advisor
  • A scheduled consultation
  • A recommendation from our Care Concierge team
  • A speaking engagement at a bQuest webinar, conference, or tradeshow

Your profile is visible to partnership referred clients, advisor-referred clients and families, bQuest financial advisor partners, other vetted providers in the ecosystem, and families whose needs match your specialty and geography. No open search or cold traffic.

  • Nomination: You must be referred by a current bQuest member, financial partner, or approved national association partner.
  • Experience: Minimum 3 years in business, or 5+ years in a client-facing aging care role.
  • Interview: A 1:1 conversation to understand your services and your fit with the ecosystem.
  • Application: COI, licensing, credentials, references, and service scope.
  • Verification: Licensing, credentials, and background check.
  • Onboarding: Access to the platform, directory listing, and provider tools.

We also verify business documentation, certificate of insurance, professional reputation, and alignment with bQuest's care philosophy. Not everyone gets in.

Yes — and that's good news if you're reading this now. Each specialty is capped at 5–10 providers per metro area. Caps may expand as demand grows, but first-in providers get priority exposure in their market.

No. bQuest supports advisors by handling aging care and life transitions so they can deepen client relationships. You provide the specialized services. We help families reach you at the right time.

You're fully supported. You'll be discoverable wherever your credentials and licenses have been vetted.

That's what our Care Concierge team is for. They help families clarify their needs, understand their options, and make informed choices before they ever connect with a provider. By the time they reach you, they're ready to work with you.

Financial advisors are waiting to connect their clients to you. 

Apply to join bQuest

*Capped at 5–10 providers per metro area

Know Someone Who Should Be a Part of bQuest? Nominate Them.

We welcome high-quality providers referred by our partners and community.
Nominate an aging care provider