Integrated Partners Launches Strategic Partnership with Carefull to Protect Older Clients from Fraud

Integrated Partners has officially selected Carefull as their financial safety partner—a powerful step forward in protecting clients from fraud, scams, and identity threats. We’re honored to be the chosen partner in protecting what matters most. Read the full announcement below or on Businesswire.

Integrated Partners(“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families.

“As scammers get smarter, our industry must get smarter, too,” said Andree Mohr, president of Integrated Partners. “Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It’s the kind of practical innovation that fits seamlessly into our advisors’ businesses while extending value to the families they serve.”

From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated’s commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships.

“Fraud and scams have always been a threat—but with AI, they’re becoming more sophisticated. But so are we,” said Todd Rovak, co-founder of Carefull. “This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets—it means safeguarding the trust, identity and daily financial life of every client. We’re excited to bring this protection to Integrated’s forward-thinking advisor community.”

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Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that’s already enhancing retention, expanding multi-generational relationships, and driving new assets under management.

If you are an Integrated Partners financial advisor ready to get started with Carefull, fill out the Request A Demo form to sign up today.