Caribou Wins Best Technology Providers: Specialized Planning Applications, WealthManagement.com 2024 Industry Awards

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SAN FRANCISCO, CALIFORNIA (September 6, 2024) — Caribou, a comprehensive healthcare planning software solution for financial advisors, has been recognized as the winner of the Technology Providers: Specialized Planning Applications category in the WealthManagement.com 2024 Industry Award (the "Wealthies"). 

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This award is a reflection of Caribou’s commitment to building stronger financial futures and cultivating financial clarity and confidence through optimized healthcare planning.

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“We’re honored to receive this prestigious award from WealthManagement.com,” said Christine Simone, Caribou CEO. “This is such a great testament to our team’s hard work, and this was only possible because of everyone’s individual contributions.” 

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Now in its 10th year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. 

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"A record-breaking number of nominations were submitted in 2024, with over 1,000 entries received from more than 400 companies," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. "The Industry Awards program has significantly expanded in scope in the ten years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients."

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Caribou was selected as the Technology Providers: Specialized Planning Applications winner by a panel of independent judges made up of industry leaders who evaluated finalist initiatives based on quantitative (e.g., scope, scale, adoption and feature set) and qualitative (innovation, creativity and new methods of delivery) measures. 

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This recognition is the first accolade Caribou has received from the WealthManagement.com Industry Awards.

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A complete list of the 2024 Industry Awards winners and finalists can be found here.

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About Caribou 

Caribou is a non-commissioned healthcare planning company that works exclusively with financial advisors and their clients to plan for current and future healthcare costs, thereby creating a holistic and accurate financial plan. They do this through their healthcare planning software, HealthPlanner, and custom HealthPlanning Analyses. https://www.caribouwealth.com/ 

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About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals. 

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