Caribou logo — A comprehensive healthcare planning solution for financial a...

Caribou

A comprehensive healthcare planning solution for financial advisors.

Founded 2019 United States San Francisco, United States 27 employees Seed Total: $3.08M Financial Services, Health Care +1

General Information

Company Name Caribou
Founded Year 2019
Location United States San Francisco, United States
Founders / Decision Makers
Team member
Employees 27
Industries Financial Services, Health Care, Health and Wellness
Funding Stage Seed
Business Model SaaS, B2B2C, Platform
Revenue Model Subscription, Commission
Social

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About Caribou

Caribou is reimagining healthcare planning by providing a comprehensive solution designed specifically for financial advisors. Their software, HealthPlanner, tackles the complexity and financial threat posed by healthcare costs, a critical factor in achieving clients' financial goals. The platform enhances the value proposition for financial advisors and wealth managers, enabling them to create accurate and holistic financial plans through custom analyses of both current and future healthcare expenses.

Founded in 2019 and headquartered in the United States, Caribou operates at the intersection of Financial Services, Health Care, and Health and Wellness. The company attracted significant attention with a $2.50M Seed Round investment on January 24, 2022 from reputable investors like Altman Capital, Dashfund, Garage Capital, N49P, Boon Fund, along with individual investors such as Leslie Schreck, Jean-Denis Greze, and Arjun Sethi. This backing highlights confidence in Caribou's potential to revolutionize healthcare planning in financial advisory sectors.

Business keywords: healthcare planning, financial advisors, healthcare costs, financial planning software, client relationship management, custom analysis, holistic financial planning, healthcare risk mitigation, proactive planning, investment analysis, healthcare software solution

Services & Products

Healthcare Cost Analysis
Medicare and Health Insurance Guidance
Client Enrollment Support
Healthcare Planning Tools for Advisors

Target Customers

Financial Advisors Early Retirees Individuals and Families

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $2.50M 8
Altman Capital, Dashfund +6
24 Jan 2022
Pre Seed Round $575.00K -
27 Feb 2020

Caribou Alternatives & Competitors

Caribou vs

Providing Comprehensive Wealth and Retirement Planning

27 employees
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Caribou vs
HealthBridge
HealthBridge United States

A healthcare payment solution that works for everyone.

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Caribou vs
Lively, Inc.
Lively, Inc. United States

The Modern Health Savings Account

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185 employees
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FAQ About Caribou

A comprehensive healthcare planning solution for financial advisors.
Caribou was founded in 2019.
Caribou is headquartered in San Francisco, United States.
Caribou operates in Financial Services, Health Care and Health and Wellness. Its work centres on healthcare planning, financial advisors, healthcare costs and financial planning software. Its customers include Financial Advisors, Early Retirees and Individuals and Families.
Caribou has a SaaS, B2B2C and Platform business model. Its revenue comes from Subscription and Commission.
Caribou has approximately 27 employees.
Caribou has completed 2 funding rounds, raising a total of $3.08M. The latest funding stage is Seed.
Caribou offers: Healthcare Cost Analysis, Medicare and Health Insurance Guidance, Client Enrollment Support, Healthcare Planning Tools for Advisors.
Top alternatives and competitors to Caribou include Beacon Capital Management, LLC, HealthBridge, Lively, Inc., 1 Source, Act2Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Caribou and Beacon Capital Management, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Caribou, https://bouncewatch.com/company/caribou-2, updated 24 July 2026. When citing, please name BounceWatch and link this page.

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