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Protect clients, retain assets, and capture wealth transfer

Offer older clients and their families an all-in-one tool to protect their money, identity, and credit against scams, thieves and financial mistakes.

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4.6 average rating
FEATURED IN
$
125/month

For a limited time, get Carefull Pro for almost half-off. Prices billed annually.

Exclusive Cetera pricing.

Discounts available for advisors with over 200 clients.
Get in touch to learn more.

Offer your clients Carefull’s world-class protections: a $299/year value, completely free

Money Monitoring

AI-powered monitoring watches credit cards, bank accounts, and investment accounts for suspicious activity, theft, and even everyday mistakes.

Identity Monitoring

24/7 Dark Web monitoring finds any potential breaches of data and helps clients secure them — always backed by real-time human assistance.

Credit
Monitoring

Constant credit monitoring backed by TransUnion reports suspicious activity as soon as it occurs.

Trusted Contacts

Clients can elect to share important financial information, passwords, documents with Trusted Contacts. You get a direct line to each one.

Education
& Content

Expert-written content that educates caregivers and older adults alike. Insights are delivered both proactively and in real-time, alongside relevant issues.

$1M Identity Theft Insurance

Every client gets $1 million of identity theft insurance at the moment of activation. In case of stolen funds, Carefull’s specialist team assists during the entire journey.

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Thousands of members love Carefull

"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."
- Melody G, caregiver member
"When I signed up for Carefull, even before inviting my clients, I slept better at night knowing I was protected.
- Neil W, advisor
"Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected."
- Jane B, older adult member
"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."
- Melody G, caregiver member
"When I signed up for Carefull, even before inviting my clients, I slept better at night knowing I was protected.
- Neil W, advisor
"Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected."
- Jane B, older adult member
"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."
- Melody G, caregiver member
"When I signed up for Carefull, even before inviting my clients, I slept better at night knowing I was protected.
- Neil W, advisor
"Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected."
- Jane B, older adult member

Retain whole families, not just individual clients

9 in 10 children won’t use their parents’ financial advisor. Build relationships with these future clients before a moment of crisis.

Carefull’s Trusted Contacts system gives you a direct line to family members and beneficiaries, so you can prepare for wealth transfer before a moment of crisis.

Carefull Vault prepares you and clients for asset transfer and survivor support, securely organizing critical documents and account passwords for easy access.

Support your clients at every life stage

Independent Adults

Everyday adults who navigate  scams and fraud, looking for defense and independence, supported by Carefull’s identity & credit monitoring, and $1M in identity theft insurance.

Near or Post-Retirement

55+ adults who may get some help from loved ones, or might have lost money to fraud, seeking a second set of eyes on financial accounts when needed.

Financial Caregivers

Those caring for a loved one’s finances: helping navigate scam texts, assisting with bill payments, or even seeking power of attorney — looking for peace of mind and time saved.

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Bank-grade security for you and your clients

SOC 2 Type II and Type I Certification
Documented, third-party penetration testing
SSN and credit protection
Data encryption that houses PII and financial transaction data separately, by design
A military-grade, purpose-built tokenizer for passwords and document storage
and more....
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Carefull Corporation
132 West 31st Street
9th Floor
New York, NY 10001
hello@getcarefull.com(833) 836-0050
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You must obtain and document individuals’ consent prior to sharing their information with Carefull.
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Disclosure: For financial professional use only. Advisors affiliated with Cetera are either registered representatives offering only brokerage service or are investment adviser representatives who can also offer advisory services. “Cetera Financial Group” refers to a network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists, and First Allied Securities. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.