Est. 2019

Carefull is built to empower families and their financial providers to thrive amid the financial challenges of age.

About that second L.

“Care” and “full” come together in a single, powerful idea: that we can pursue safety and simplicity as we manage life’s financial risks, family complexities and even our own occasional money mistakes, in a way that’s still full of care, consideration, and grace.

Money is a challenging topic for just about every family with older adults. We should know. We’re among them.

Over the years, we’ve heard so many heartbreaking stories of folks losing their life savings to a scam or a trusted caregiver quietly stealing. Little mistakes with tragic consequences: the mortgage or life insurance not being paid.

And besides fraud and scams, mistakes and misappropriation, there are so many opportunities to do better.

How can we make good decisions about money with and for our loved ones? How can we make sure that our hard-earned dollars are spent the way we want them to be?

How can we enjoy time together, instead of fighting through financial details at every turn?

That’s why we built Carefull: the unique financial challenges faced by families deserve a unique solution built for this stage of our lives.

We’re partnering with the financial institutions and professionals you already know and trust to bring Financial Safety to every family.

So we can all Be Carefull.

Max Goldman and Todd Rovak signatures

Max Goldman & Todd Rovak

Co-Founders of Carefull

Our team

Our team is composed of leaders with extensive experience in technology, finance, security, and caregiving.

  • Max Goldman

    Max Goldman

    Co-CEO / Founder

  • Todd Rovak

    Todd Rovak

    Co-CEO / Founder

  • Flavio Oliveri

    Flavio Oliveri

    SVP of Technology

  • Todd Wascom

    Todd Wascom

    VP of Sales

  • Lori Karns

    Lori Karns

    Head of Finance

  • Becky Ross

    Becky Ross

    Head of Marketing

  • Christopher Jadatz

    Christopher Jadatz

    VP of Design

  • Marcy Allen

    Marcy Allen

    Head of Enterprise Financial Institutions

Supported by world-class investors

  • Commerce Ventures
  • TTV
  • Bessemer Venture Partners
  • Montage Ventures
  • Fin Capital

Careers

Join the team helping families easily navigate the financial challenges of aging.

See Open Positions