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What is HighPeak?

HighPeak's cutting-edge platform equips financial advisors with AI-enhanced tools that deliver accurate and forward-looking insights on longevity and healthcare expenses, integrating effortlessly into their advisory workflows. Built on a robust dataset of more than 30 million medical claims and 100 million prescription records, this platform achieves an exceptional accuracy rate surpassing 90%, establishing itself as an invaluable resource tailored to the unique needs of each client. Its core features include customized predictions on longevity, healthcare costs, and long-term care expenditures; advanced financial simulations that utilize scenario planning and Monte Carlo methods; comprehensive cost analyses for various healthcare and prescription scenarios; and an AI Copilot that assists advisors in interpreting data and optimizing health cost projections. Additionally, the platform supports flexible data exporting and API integrations, allowing for seamless incorporation into existing software ecosystems. In essence, HighPeak's solution not only enhances financial advisors' decision-making capabilities but also greatly improves the personalization of client services within an ever-changing healthcare environment, ensuring that advisors remain at the forefront of industry advancements. Consequently, financial professionals are better equipped to navigate the complexities of healthcare-related financial planning, ultimately benefiting their clients with tailored strategies.

What is Hemonto?

Founded in 2006, Hemonto is a Danish FinTech firm focused on delivering independent and thorough wealth reporting via a digital platform, complemented by a team of seasoned advisors. With oversight surpassing USD 55 billion and managing assets that go beyond USD 10 million for each client, the company conducts a substantial volume of transactions annually to generate precise, reconciled accounts, performance evaluations, risk analyses, ESG reports, insights into private equity, and ongoing monitoring, all within a customizable interface. Serving as a completely independent advisor, Hemonto amalgamates data from multiple custodians, banks, portfolios, currencies, and asset categories while enforcing objective quality controls and pinpointing discrepancies to ensure transparency, compliance, and timely reporting. The firm's interactive reporting dashboard, available on both web and mobile platforms, significantly enhances the wealth management experience by facilitating personalized oversight, seamless integration with BI tools, and continuous assistance from a dedicated team for effective reporting setup and management. This dedication to innovation and a client-focused approach not only positions Hemonto as a frontrunner in wealth reporting but also fosters long-term relationships with clients who seek reliable and insightful financial guidance. By continuously refining their offerings, the firm remains committed to adapting to the evolving needs of the wealth management industry.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

HighPeak

Date Founded

2023

Company Location

United States

Company Website

www.highpeak.ai/

Company Facts

Organization Name

Hemonto

Date Founded

2006

Company Location

Denmark

Company Website

www.hemonto.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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