For Financial Advisors & RIA Firms
The Longevity Intelligence Layer for Wealth Management
An AI longevity coach that helps your clients plan for a longer, better life — and the intelligence your firm works from, so you're the first call when life changes, without adding headcount.
The Longevity Gap
Lifespan vs. Healthspan, age 50+
10 yrs
$12.5T
economy powered by Americans over 50
82%
of a financial advisor's clients are aged 50+
~5×
over-50s in good health with strong social ties are far more likely to thrive
52%
of investors now want comprehensive advice — nearly double a decade ago
Trusted by forward-thinking advisory firms
The Problem
Longevity is reshaping advice—on both sides of the table
The relationship that used to be built on returns is now judged on how well an advisor shows up for the whole of a client's life.
For Advisors
For Clients
The Commoditization Squeeze
As portfolio management gets automated and fees compress, proving value beyond returns gets harder every year.
Rising Expectations
Clients aged 50+ expect their advisor to help with the whole of aging, not just the portfolio.
The Engagement Gap
Clients' biggest later-life decisions are about life, not just money—and there is no systematic way to engage on them.
The Readiness Gap
Most are unprepared for a longer life—financially, physically, and in purpose.
The Scale Wall
With a looming shortage of up to 100,000 advisors, firms can't hire their way to high-touch, holistic service.
The Meaning Deficit
Plans solve for "the number" but ignore the identity shift and search for purpose in later life.
The Solution
From the last call to the first call
Modular by design. Deploy the full platform, with Aggie engaging clients directly — or run the advisor intelligence layer on its own, from your existing client data, with every touchpoint advisor-led. Your call.
Client App
Aggie, the AI longevity coach
Aggie engages clients 24/7 across the four Pillars of longevity—mind and body, purpose and passion, social and lifestyle, financial and legal—turning intentions into plans, goals, and visible progress.
Partner App
The advisor intelligence layer
Ingagers synthesizes each client's goals, plans, milestones, and life-event signals into a living profile the advisor acts on—so transitions surface early, not after the decision is made.
Advisor Value
What it changes for your firm
Deeper Engagement
Engages every client between reviews on the whole of aging, expanding the relationship well beyond the portfolio.
Differentiated Value
Shifts the firm from commoditized portfolio manager to holistic longevity partner, justifying the fee.
The First-Call Advantage
Surfaces life transitions early, so the advisor is the first call when big decisions arise.
Operational Leverage
Delivers expert-level longevity coaching with no new hiring or training, decoupling revenue from headcount.
Why Clients Engage
Engagement your clients actually come back to
Engaged clients give the advisor richer context—and richer context deepens the relationship. That is the flywheel.
A Score Worth Moving
A personal Longevity Score and visible progress across all four domains give each client a reason to keep coming back.
Progress They Can See
Plans, goals, milestones, and achievements turn intentions into visible wins, building the habit loop that drives repeat use.
A Persistent Companion
By centering the experience around a single, persistent conversation, plans become a living, interactive experience rather than a passive portal.
Four Pillars of longevity
01
Mind & Body
Health, energy, cognition, and the habits behind healthspan.
02
Purpose & Passion
Identity, contribution, and what the next chapter is for.
03
Social & Lifestyle
Relationships, community, living arrangements, and time.
04
Financial & Legal
Readiness, caregiving costs, documents, and legacy.
Built to Be Trusted
Enterprise-grade from day one
Built on Google Cloud and Gemini
An AI-native platform architected to scale.
Compliance-first architecture
Enterprise-secure from day one, designed for the realities of SEC-regulated advisory firms.
Built with US advisory firms
Developed hand-in-hand with RIA design partners.
Ready to become your clients' first call?
See how Ingagers fits into your practice—and what your clients experience.