Waterlily

About Waterlily

Waterlily is a financial technology platform that specializes in long-term care planning, primarily serving financial advisors and their clients. Operating in the financial advisory market, Waterlily leverages artificial intelligence to provide a comprehensive and personalized approach to planning for future health and care needs. The platform aggregates over 0.5 billion data points to offer detailed insights, enabling advisors to create tailored plans that address both financial and human aspects of long-term care. By simplifying complex calculations and providing a single tool for planning, Waterlily helps clients make informed decisions about their financial futures. The business model revolves around offering a subscription-based service to financial advisors, who in turn use the platform to enhance their service offerings to clients. Waterlily's value proposition lies in its ability to transform a challenging topic into a manageable and proactive planning process, ultimately helping clients to see the full picture of their financial commitments and reduce unnecessary expenses.