The operating system for the longevity advisor. Live with a top-twenty US wealth firm. Raising now.
Every task, every document, every call, every vendor introduction, every email the advisor sends. Across every life event. For every family on the firm's books.
Wealth advisors are now expected to coordinate the response to dementia, cognitive decline, a Parkinson's diagnosis, a sudden caregiving role, an estate event, an aging parent across the country.
They are not equipped to. The work is hidden in inboxes and notebooks. One good advisor becomes the firm's bottleneck. The rest improvise.
Eighty-four trillion dollars are about to change hands. The firms that lose this generation lose the next one too.
Three generations of one architecture, hardened across twenty months and seven foundational chapters of work, from the first chassis commit to today's atomic publish loop. The same engine drives the playbook runtime, the AI assistant, and the firm's editorial layer.
Atom tracks the open task, surfaces the right vendor at the moment it's needed, generates the email the advisor will send, schedules the next call, and updates the family record. The advisor reviews and presses send.
On a typical family, six playbooks run concurrently. The advisor never opens six tabs.
Every AI action lands as a proposal. The advisor accepts, edits, or reverts. The audit log preserves every accept and every revert as a distinct event. Compliance was the first commit, not the last.
“I like the steps. Being able to see what's happening at any point in time.”
“I'm going to want to hit some of these fairly quickly, and I don't want it to look canned. Having that ability is perfect.”
“Stay on top of not just the portfolio, but the things that happen to real families. Being able to work through that, that's really helpful.”
“It's like a souped-up awesome machine, waiting to happen. All these playbooks right at my fingertips.”
“Once you're in it, generating something is a breeze. Click the thing, boom. And it looks thoughtful.”
“The nudge is an awesome feature. We have to do it all the time.”
We do not sell to a TAM. We sell to a firm. Then to its advisors. The same buyer profile as SEIA exists by the thousand in the United States alone, and is structurally underserved.
The marketplace layer is additive. As advisors send the family to the right vendor, that flow becomes a take-rate.
3,000 firms × 60 advisors × $4,000/seat. Wirehouses (Merrill, Morgan Stanley, RayJay) extend the seat count by an order of magnitude when channeled through firm partnerships.
Annual subscription per active advisor. Sold firm-wide. Structurally similar to Salesforce, eMoney, Holistiplan.
Salesforce sync, SOC 2 compliance suite, white-label firm theming, custom playbook authoring. Sticks the firm.
Take-rate on the vendor introductions made inside playbooks: Function Health, Crump, Luminary, Ryan Frederick, NAELA, Genworth.
Margins improve as the orchestrator-specialist architecture (80% AI cost reduction this year) decouples revenue growth from inference cost.
The competitor most often cited (bQuest) routes the advisor to the right care professional. We run everything that comes after the call, persistently, over the life of the relationship.
Live with SEIA. 162 advisors, 91 playbooks, 4 of 5 patents, and a Salesforce-grade sync running in production.
Ten more firms in alpha. Wirehouse partnerships, beginning with Fidelity and Merrill conversations underway.
A longitudinal record of every American household's health and wealth life. The marketplace, the institutional memory, the system of record for the longevity advisor.
suzanne@healthspanwealth.com
Healthspan Wealth, Inc. · May 2026 · 14 / 14