Better life-event management. 
More advisor capacity.

Better life-event management.
More advisor capacity.

When a client's life changes, the work around the relationship changes with it. Help advisors spend less time managing the process and more time with clients and growth.

When a client's life changes, the work around the relationship changes with it. Help advisors spend less time managing the process and more time with clients and growth.

See How It Works

FOR THE MANAGING PARTNER, COO, OR CLIENT EXPERIENCE LEADER

FOR THE MANAGING PARTNER, COO, OR CLIENT EXPERIENCE LEADER

When a client's life changes, the advisor becomes the switchboard.

When a client's life changes, the advisor becomes the switchboard.

Menopause coverage

5 states mandate coverage today
19+ states have bills pending
Louisiana bans prior auth outright
Coverage differs for private insurance vs. Medicaid, even within the same state

Elder care & caregiving

Medicaid LTC eligibility varies by state and by county
Spend-down thresholds differ across all 50 states
POA execution requirements are state-specific
Facility licensing standards vary by state

For groups that convene, not audiences that follow 

For groups that convene, not audiences that follow 

For groups that convene, not audiences that follow 

UpHub is built for groups where trust matters—think tanks, coalitions, membership organizations, enterprises and funding circles. It’s not designed to build an audience or monetize followers. It gives the people you already serve a private place to connect and work together.
Everything lives in one system: member profiles, activity and content. Your organization owns and controls the space, and context carries naturally from one interaction to the next.

Inspired by Marli Ehrman

Inspired by Marli Ehrman

Can it do what I need

Can it do what I need

TWO PATCHWORKS, ONE ENGINE

TWO PATCHWORKS, ONE ENGINE

59%

59%

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

59%

59%

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

59%

59%

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Can it do what I need

Can it do what I need

TWO PATCHWORKS, ONE ENGINE

TWO PATCHWORKS, ONE ENGINE

For your technology
team, before they ask

For your technology
team, before they ask

For Your Technology Team, Before They Ask

Nothing retained between calls
Nothing retained between calls
No client PII enters the system
No client PII enters the system
Integration sits alongside your existing stack, not inside it
Integration sits alongside your existing stack, not inside it

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Advisor Hours Returned

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Can it do what I need

Can it do what I need

SOC 2 Type II

GDPR

CCPA

Can it do what I need

Can it do what I need

TWO PATCHWORKS, ONE ENGINE

TWO PATCHWORKS, ONE ENGINE

Different rules. Same answer, in under a second.

Different rules. Same answer, in under a second.

Menopause coverage

5 states mandate coverage today
19+ states have bills pending
Louisiana bans prior auth outright
Coverage differs for private insurance vs. Medicaid, even within the same state

Read Case Study

This isn't
just our thesis.

This isn't
just our thesis.

This isn't
just our thesis.

This is already happening at scale. A major wirehouse runs a concierge function for its top clients, built for general lifestyle requests. Across our own 25+ advisor conversations, the same pattern kept surfacing: it's increasingly women who lean on that function specifically for these life events, not what it was originally built for.
This is already happening at scale. A major wirehouse runs a concierge function for its top clients, built for general lifestyle requests. Across our own 25+ advisor conversations, the same pattern kept surfacing: it's increasingly women who lean on that function specifically for these life events, not what it was originally built for.

CNBC

$54 trillion passing to widowed spouses, 95% of it to women.

Fortune

Industry facing a shortage of more than 100,000 advisors.

McKinsey & Company

Widows leave their financial advisors 3 times more than the industry average.
Widows leave their financial advisors 3 times more than the industry average

Can it do what I need

Can it do what I need

Can it do what I need

TWO PATCHWORKS, ONE ENGINE

TWO PATCHWORKS, ONE ENGINE

TWO PATCHWORKS, ONE ENGINE

Ready to see it against your own footprint?

Ready to see it against your own footprint?

Per case, against your own baseline. The research and follow-up time that never made it onto an invoice.

Join Now