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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

bQuest

Profile

bQuest is a care intelligence platform built for wealth management professionals whose clients are navigating aging and complex family transitions. We help financial advisors connect their clients to vetted aging-care providers across 25+ specialties—such as Aging Life Care Managers, home care agencies, estate planning attorneys, senior move managers, and more—within a coordinated national ecosystem. By aligning care support with financial strategy, bQuest helps advisors proactively manage risk, reduce client strain, and protect long-term planning outcomes. When clients receive the right care at the right time, advisors strengthen relationships, safeguard assets, and deliver truly holistic guidance.