Skip to content
Friday, October 30, 2026 · Today’s edition, 6:30 a.m. ETFri, Oct 30 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
NewsRIAs

Healthspan Wealth opens early access to health-event advisor platform

The startup, founded by an RIA partner and a former Fidelity aging-investor strategist, cites five granted patents covering compliant information sharing.

At a glance

  1. Private Wealth Daily previously reported the early-access opening on Oct. 22.
  2. 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.
  3. 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.

Source: CPA Trendlines, April 2026

Reported by the RIA desk from InvestmentNews. Published . Corrections

Related

RIAs

Schwab CEO pledges to keep serving RIAs under $100M

Custody pledge remains even though product thresholds exclude many sub-$100 million firms.

PWD View, OpinionThe Close

Fidelity's $100 million floor meets Anthropic's $4,800 minimum

Custody is priced on assets; the software layer above it is now priced on seats, calls and commitments.

RIAs

Schwab reports record $190.4 billion net new assets and touts all-size RIA custody

Schwab Advisor Services took in $120.1 billion in the quarter, up 47%, while Schwab Wealth Advisory net flows rose 55%.

RIAs

Ameriprise Q3 adjusted EPS rises 14% as assets reach $1.8 trillion

Ameriprise completed the transition of 258 Huntington Bank advisors, with $28 billion of client assets transferring through early 2027.

RIAs

Silvercrest discretionary AUM falls $939 million in Q3

Of the decline, $753.1 million had a revenue effect, and the firm may eliminate its non-discretionary AUM category after the first quarter of 2027.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.

From other sections