What it sells
Financial Services for Financial Caregivers.
Business model breakdown
Buyer: who owns the budget?
Families, professional fiduciaries, guardians, representative payees, care agencies, trustees; banks and credit unions as partners.
Trigger: what makes them buy now?
Financial abuse or fraud risk for aging adults, special needs and recovery situations needing spending controls.
Workflow: what inputs become what output?
Caregiver loads a Visa prepaid card with custom spending rules, merchant blocks and real-time alerts; ledger for reconciliation; investment management for trusts.
Distribution: how it reaches customers
Direct to families and professionals plus bank/credit union integrations.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2013 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.