Closed paid contracts with Prudential and other carriers, helping hundreds of families and enabling wealth advisors to close on millions of dollars in assets.
Organizations Involved
Prudential, Financial Independence Group
Founders
Lily Vittayarukskul, Evan Ehrenberg
Company Description
Waterlily is an AI software platform that offers an approach to their health and wealth.
Market
Long Term Care (LTC) Planning
Location
San Francisco,
CA,
USA
Coinvestors
Brewer Lane Ventures, Edward Jones Ventures, Genworth, Nationwide Ventures