Healthspan Wealth Platform Launches Early Access
The new digital tool coordinates financial and healthcare data for families and their advisors.
Updated on Oct. 26, 2026 in Financial Planning
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Healthspan Wealth has opened early access to its new platform designed to bridge the gap between healthcare and financial planning information. The system allows for secure data coordination between family members and professional service providers.
Why it matters
The platform seeks to reduce asset churn and encourage long-term retention of financial advisors across generations. By coordinating care and finances, the service aims to improve outcomes for aging investors and their families.
The platform holds 5 patents, including two specifically designed to redact personally identifiable and health information. It utilizes Anthropic's Claude AI to map connections between clients, family members, and their professional advisors.
The players
Thomas C. West
He is a managing senior partner at the Century City-based firm Signature Estate & Investment Advisors.
Suzanne Schmitt
She is a former leader of aging investor strategy at the financial services company Fidelity.
The details
Built by Thomas C. West and Suzanne Schmitt, the system requires clients to explicitly grant permission for data sharing among authorized parties. It does not store client data, focusing instead on facilitating communication for sensitive scenarios like emergency client calls.
Timeline
The Healthspan Wealth platform opened for early access on October 22, 2026.
The developers expect a full public launch in the first quarter of 2027.
Market Dynamics
This platform utilizes Anthropic's Claude AI tool to modernize how wealth managers interface with multi-generational family health needs. It positions the firm at the intersection of AI integration and specialized estate planning services.
Clients can use the platform to maintain continuity in their financial relationships, potentially simplifying the transition of wealth between generations. The tool specifically addresses the need for efficient communication during emergencies by connecting family and advisor data.
The takeaway
The integration of health and financial records is an emerging priority for families planning for the future of their estates. Users should ensure they fully understand data-sharing permissions when granting access to their private health and financial information.
What happens next
The developers are currently pursuing SOC 2 certification for the platform, which they intend to secure prior to the full commercial release in the first quarter of 2027.
Further reading
Learn more about the latest industry trends by visiting the Financial Planning section.
Source note: This article includes information reported by Financial Planning.
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