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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

bQuest, Inc.

Profile

bQuest is the first tech-enabled care coordination platform built exclusively to support wealth management firms in navigating the rising demand for aging, end-of-life, after-loss care. We equip RIAs with concierge-level tools & a vetted national network of professionals across 20 aging care services enabling advisors to show up for clients & their families during life’s most complex transitions.

We empowers firms:

Deepen multigenerational trust by solving real-life family needs

Differentiate with a white-glove experience that goes beyond the portfolio

Trusted by advisors & backed by industry partnerships, bQuest is redefining the advisor-client relationship by making aging care support part of the value proposition.