bQuest
Category: AI in Healthcare
bQuest is a Care Intelligence Platform that connects financial advisors with aging care resources, enabling them to support clients through aging, end-of-life, and after-loss transitions bQuest was founded in 2023. The company is led by Lauren Tracy Clough. Based in Denver, United States. Team size: 2-10. Total funding raised: Undisclosed (First Rate Ventures led seed investment). Latest round: Seed. Key investors include First Rate Ventures.
- Founded
- 2023
- Headquarters
- Denver, United States
- Team size
- 2-10
- Total funding
- Undisclosed (First Rate Ventures led seed investment)
Value proposition
Provides turnkey client support, combining digital tools, advisor-guided resources, and high-touch concierge services to simplify complex aging care decisions for clients while enhancing advisor-client relationships
Products and solutions
Digital care coordination platform, Advisor-guided care planning tools, White-glove concierge services, Vetted national network of aging care providers, Self-service client portal for care resources, bQuest Care Concierge (white-glove care expert service), bQuest Navigator (AI-powered provider matchmaking tool)
Unique value
First platform to integrate financial advisory services with comprehensive aging care resources, addressing an underserved intersection of finance and eldercare with AI-powered guidance
Target customer
Financial advisors, retirement planners, and their clients navigating aging-related care needs
Industries served
Financial services (retirement/wealth management), Aging care and elder services, Healthcare (specialized in end-of-life planning)
Technology advantage
Proprietary platform combining AI-driven care matching, a national provider network of 20+ types of vetted service providers, and workflow automation tailored for financial advisors' needs
How they differentiate
bQuest differentiates itself by integrating care coordination with financial services, specifically targeting financial advisors to help clients manage aging and end-of-life planning through AI-powered guidance and a vetted provider network
Main competitors
PointClickCare, WellSky, LifeLoop
Key partnerships
First Rate Ventures (investment partner), Elevance Health and Sentara Health Plans (care network collaborations), Financial advisory firms (platform adopters)
Notable customers
Destiny Capital, Merit Financial Advisors
Major milestones
Launched Care Intelligence Platform (2023), Partnered with First Rate Ventures for strategic growth (2025), Expanded national provider network and AI Care Agents (2025), Launched bQuest Care Concierge white-glove service (Dec 2025), Launched bQuest Navigator AI-powered matchmaking tool (Mar 2026)
Growth metrics
Not publicly disclosed (private company)
Market positioning
Positioned as a technology-driven care intelligence platform bridging financial advisors and aging care resources, bQuest focuses on providing specialized support for aging clients within the financial services industry
Geographic focus
Primarily operating in the United States, with a national provider network and a base in Denver, Colorado
Patents and IP
No publicly disclosed patents as of 2025
About Lauren Tracy Clough
Over 13 years in business development and supply chain operations at Dot Foods (multigenerational family business), combined with experience in private equity and entrepreneurial ventures in care coordination
Official website: https://thebquest.com/