Innovative care coordination platform recognized for pioneering aging-care solutions for financial advisors
bQuest, the first tech-enabled care coordination platform purpose-built for financial advisors, has been named the winner in the Specialized Planning category at the 11th Annual WealthManagement.com Industry Awards (“The Wealthies”). The black-tie event in New York City celebrated innovation and excellence across the wealth management industry.
bQuest stood out in a competitive category for its groundbreaking approach to helping advisors support families through aging, caregiving, and end-of-life transitions. By embedding aging care directly into the advisory process, bQuest enables advisors to deliver holistic, multigenerational guidance-strengthening trust, retention, and client relationships.
“We are deeply honored to receive this award on behalf of our entire team,” said Lauren Clough, Co-Founder & CEO of bQuest. “This recognition affirms two important truths: that financial professionals have become the most trusted voices in their clients' lives, and that those clients are increasingly asking for guidance that extends beyond financial portfolios into some of life's most challenging moments. Advisors are choosing to meet that call with courage and care, and we are humbled to stand alongside them in this work. Together, we have the opportunity to positively impact millions of families, and this award underscores the powerful momentum building across the industry.”
Since its launch, bQuest has become a trusted partner for RIAs, broker-dealers, and family offices seeking to address the realities of aging and caregiving with clients. The platform integrates seamlessly into advisory practices, helping advisors strengthen multigenerational relationships, protect valuable time, and provide clarity during emotionally and financially complex decisions. By enabling firms to meet these needs in a structured, scalable way, bQuest is helping set a new standard for holistic client service in wealth management.
Key features of the bQuest platform include:
— Centralized Aging Care Portal – A single digital hub for resources, referrals, and vetted providers
— Flexible Delivery – Client-led, advisor-guided, or white-glove concierge models
— Curated Provider Network – National, rigorously vetted specialists across 25+ service categories
— Education & Insights – On-demand modules, webinars, and decision-making guides
— Advisor Enablement – White-label content, co-branded tools, and marketing support
The WealthManagement.com Industry Awards are the only program of their kind to recognize organizations and individuals who set new standards of excellence in support of financial advisor success.
For more information, visit www.thebquest.com.
About bQuestbQuest is redefining care coordination for financial advisors. Built exclusively for the wealth management industry, the platform integrates seamlessly into advisory workflows to support clients and families through aging, end-of-life, and after-loss transitions. By combining a vetted provider network, AI-powered matching, and human concierge guidance, bQuest enables advisors to deliver clarity, deepen client trust, and retain relationships across generations.
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SOURCE bQuest
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