Quotient Wealth Partners has selected Carefull, a financial safety platform designed to protect clients’ wealth, as its new partner in financial safety and asset protection. This collaboration aims to enhance Quotient’s personalized financial advice by integrating proactive protection measures to secure client assets and support multigenerational planning.
Matt Davis, a Senior Wealth Advisor and Partner at Quotient Wealth Partners, stated, “At Quotient Wealth Partners, our mission has always been to help families live their best financial lives. That means not only guiding clients toward their goals, but also helping to ensure that what they’ve worked so hard to build stays safe. By partnering with Carefull, we can take better action when it comes to protecting our clients from today’s rapidly evolving fraud and scam threats.”
Carefull’s AI-powered platform offers continuous monitoring for unusual spending patterns, suspicious transactions, and changes to credit or accounts. It detects threats early and provides clients and their trusted contacts with actionable steps to prevent financial harm. In addition to fraud and scam detection, Quotient clients will gain access to $1 million in identity theft insurance coverage, Carefull’s ScamCheck tool for instant message verification, and LegacyKit, a secure digital solution that stores and updates essential financial information for heirs.
This partnership underscores Quotient’s commitment to holistic, multigenerational financial planning. Davis added, “From the beginning, we recognized the need to bridge generations in financial planning, helping to ensure assets are preserved for both our clients and their heirs. That means going beyond portfolio management to address risks like fraud and diminished decision-making as we age. Carefull helps us extend that protection across entire families.”
Recent years have seen an increase in sophisticated scams targeting individuals, including remote access tool (RAT) attacks and impersonation attempts. Davis observed, “We hear too many stories involving fraud—sometimes weekly, sometimes multiple times a week. As more services push clients online with paperless statements, it’s even more important to have a safety net in place.”
Todd Rovak, Co-Founder of Carefull, commented, “Protecting older adults requires more than reacting after something goes wrong, it’s about prevention, awareness, and creating the right support systems. Quotient Wealth Partners has embraced that philosophy, making financial safety a core part of how they serve clients and their families. We’re proud to work alongside them to protect what matters most.”
A notable feature of Carefull for Quotient is its live Carefull Care team. “Carefull’s team can speak directly with a client during a scam attempt, calming them, walking them through next steps, and helping minimize the damage,” Davis noted. “Other monitoring services might send an email or open a chat box, but they can’t offer the same peace of mind in the moment.”
The platform can also identify early indicators of health changes. Spending summaries that reveal unusual patterns, such as the sudden absence of gasoline purchases, can prompt discussions with family members about safety and well-being. In some instances, these insights have alerted families to a faster-than-expected progression of conditions like dementia. Carefull is currently available to all Quotient Wealth Partner clients.
Carefull is a financial safety platform designed to protect aging adults, their families, and financial advisors from elder fraud, scams, and financial errors. Its AI-driven technology provides 24/7 account monitoring, identity and home protections, and expert resources for families and advisors. Financial services firms utilize Carefull to deepen client relationships across generations, offer proactive protection, and build trust with clients managing aging-related financial caregiving. More information can be found at GetCarefull.com.
Quotient Wealth Partners is an independent wealth management firm with over 150 years of combined experience. The firm manages more than $4 billion in assets under management (AUM) for over 2,000 clients nationwide. Additional details are available at www.quotientwealth.com.
