bQuest Launches Care Concierge to Help Advisors Guide Clients Through Aging and Care Transitions

17 December 2025 | Wednesday | News

The new white-glove service connects financial advisors and their clients with licensed care experts, offering personalized support for caregiving, retirement living, health events, and end-of-life planning.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

bQuest, the award-winning, aging-care intelligence platform built to help advisors guide clients through some of life's most complex moments, announced the launch of bQuest Care Concierge, a white-glove service that gives financial advisors and their clients direct access to professional care experts. Care Concierge is designed to support families navigating caregiving complexities, retirement living options, aging-in-place planning, sudden health events, and end-of-life needs, all areas where advisors are increasingly looked to for guidance.

As society is aging, advisors are finding themselves pulled into the emotional and logistical challenges clients face during major care transitions, often without the training, network, or time to support these situations effectively. The bQuest Care Concierge service solves this by offering advisors a seamless way to deliver expert-backed support while staying connected to their clients' broader financial journey.

"Our industry is experiencing a significant shift, as clients now expect their advisors to support not only their financial well-being, but also their family well-being," said Lauren Clough, CEO and co-founder of bQuest. "Our Care Concierge gives advisors a way to meet that expectation with professional-grade care guidance, without becoming care coordinators themselves."

The newly launched Care Concierge service provides a structured, high-touch experience for clients, starting with a brief intake form and a 60-minute virtual consultation with a licensed care expert. During this session, the concierge helps families understand their care options, evaluates needs, and provide personalized referrals to the bQuest ecosystem of vetted providers.

Advisors receive a summary of the recommendations and next steps, allowing them to stay informed, proactive, and engaged throughout the client's care journey. This approach helps clients avoid crisis-driven decisions, deepen their trust in their advisor, and navigate an increasingly complex care landscape with confidence.

"Every one of my clients knows someone navigating aging or loss, and these moments can be overwhelming" said Michael Mittman, co-founder of Auric Private Wealth. "Before bQuest, I often wished I had a more robust way to support them. Now I do. The Care Concierge service has helped my clients and their families have open, honest conversations about aging and care planning.  In one case, I could actually sense a client's stress evaporate during the call — she finally had a trusted guide to lean on. Seeing clients feel supported in this way is profoundly meaningful."

 

Survey Box

Vote for the most influential trend in 2025:

What's Driving the Future of FinTech?v

× Please select an option to participate in the poll.
Processing...
× You have successfully cast your vote.
 {{ optionDetail.option }}  {{ optionDetail.percentage }}%
 {{ optionDetail.percentage }}% Complete
More polls
Stay Connected

Sign up to our free newsletter and get the latest news sent direct to your inbox

Fintech Business Asia, a business of FinTech Business Review
© 2026 FinTech Business Review. All Rights Reserved.

Show

Forgot your password?

Show

Show

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close