Financial Institutions & Wealth Managers

Carefull Expands Its Financial Safety Platform with New Carefull Companion App

Becky Ross
By 
Becky Ross
  •  
January 15, 2026
Carefull Expands Its Financial Safety Platform with New Carefull Companion App

Carefull is excited to announce the new Carefull Companion App, a mobile extension of the Carefull experience designed to help families stay engaged, informed, and protected in real time, from anywhere. 

The Carefull Companion App complements the Carefull platform, designed to walk alongside families to ensure notifications are received as quickly as possible and immediate action can be taken to stop fraud and scams before they escalate.  

“Financial institutions want to protect their members and clients without overwhelming them,” said Max Goldman, Co-Founder and Co-CEO of Carefull. “The Companion App delivers powerful protection in a way that feels intuitive, supportive, and genuinely useful, strengthening trust between institutions and families.”

Real-Time Alerts

Stop fraud in its tracks. The Carefull Companion App delivers instant notifications for unusual account activity, identity breaches, or credit changes the moment risk is identified. Families can see what’s happening, why it matters, and exactly what to do next, all in the palm of their hand. Manage your alert settings with a tap, turn on or off entire categories of alerts, or select them one-by-one.

Carefull ScamCheck

Not sure if that text, email, or photo is legitimate? Upload suspicious messages directly into the app. ScamCheck analyzes the content instantly and explains whether it’s likely a scam and how to proceed safely. This puts actionable, easy-to-use intelligence into the exact moment where scams succeed or fail.

Instant Support

Help is always one tap away. The Carefull Companion App provides immediate access to Carefull’s professional U.S.-based Care Team via live chat or phone. Carefull members, and their families, can get compassionate, expert guidance whenever they feel unsure or exposed.

Built for families, and those who serve them.

Designed with families in mind, the Carefull Companion App supports both individuals protected by Carefull and their selected trusted contacts. It transforms complex, emotional moments into clear next steps supported by intelligent alerts and human care. For banks, credit unions, and wealth advisory firms, the Carefull Companion App represents a new kind of member and client experience that reinforces trust and deepens engagement.

As financial risks grow more sophisticated and more personal, Carefull remains focused on delivering protection that is supportive, intuitive, and human, while giving financial institutions a clear way to protect older adults and the families who care for them.

The Carefull Companion App is now available as part of the Carefull platform, extending financial safety beyond the computer and into everyday life. After signing up for Carefull online, download the companion app on the App Store or Google Play

Becky Ross

Becky Ross

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