At a glance
- Private Wealth Daily previously reported the early-access opening on Oct. 22.
- Thomas C. West, a managing senior partner at Signature Estate & Investment Advisors, an RIA with about $24.4 billion in assets, and Suzanne Schmitt, who previously led aging investor strategy at Fidelity Investments, founded the company.
- For advisors, the platform is designed to provide a repeatable workflow for a client's health crisis or late-life family decision instead of a referral that ends the conversation.
Healthspan Wealth, a Falls Church, Virginia startup, has opened early access to a patented platform that turns client health crises and late-life family decisions into repeatable advisor workflows, InvestmentNews reported. Private Wealth Daily previously reported the early-access opening on Oct. 22.
Thomas C. West, a managing senior partner at Signature Estate & Investment Advisors, an RIA with about $24.4 billion in assets, and Suzanne Schmitt, who previously led aging investor strategy at Fidelity Investments, founded the company. The company cites five granted patents. One covers automated redaction of protected health and personally identifiable information so professional teams can communicate without regulatory exposure.
For advisors, the platform is designed to provide a repeatable workflow for a client's health crisis or late-life family decision instead of a referral that ends the conversation. A separate analysis cited by CPA Trendlines in April 2026 found 65% of affluent investors seek health-insurance guidance from advisors, while 4% report receiving health-care planning from them.
Most want health guidance; few get health-care planning
Seek health-insurance guidance
65%
Receive health-care planning
4%
Affluent investors who want health guidance, and those who get planning.
Reported by the RIA desk from InvestmentNews. Published . Corrections