Popular Topics
- Caregiving for Parents
- Choosing a Financial Advisor
- Estate Planning
- Insurance
Overview
Waterlily makes long-term care planning easy. Using AI trained on over 500 million data points, Waterlily predicts an individual's personalized likelihood of needing long-term care later in life, projects the exact cost of their long-term care and even calculates the number of hours that each member of their family will step in to provide caregiving. The software then guides families through building a holistic plan consisting of financial planning, care planning, and the logistics of family coordination. Today, Waterlily empowers financial advisors and insurance agents to devise personalized long-term care strategies for clients, with a direct-to-consumer offering launching in 2024.Complementing this software, the Waterlily blog publishes new educational content three times per week written by certified financial planners that covers topics for caregivers, care recipients, and financial advisors on how to build comprehensive plans for finances, long-term care, retirement, insurance, government programs, care facilities, home health care, and estate planning.
Awards and Honors
- FinCon 2023 Fintech Startup Competition First Place Winner
Hobbies and Interests
- Animals
- Rock Climbing
- Snowboarding
- Working Out
Who We Serve
- Baby Boomers
- Families
- Gen X
- Living in Retirement
Occupation
Entrepreneur
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