Financial confidence and holistic support at scale

Honor your long-standing relationship with clients, grow AUM, and earn lasting loyalty by providing award-winning products.

Forging meaningful connections with the next generation

As the Great Wealth Transfer accelerates, Empathy empowers financial institutions to strengthen relationships, elevate engagement, and drive growth through award-winning legacy planning and loss support products.

90%
of heirs who inherit substantial wealth from their parents ultimately switch financial advisors 
$106T
expected to be inherited by the next generations in the next two decades
72%
of Americans don’t feel confident in their ability to manage a financial windfall

Supporting financial institutions of all sizes

Guardian Logo
GBU
Lemonade
Metlife
Lincoln Logo
Amica
Voya
Symetra
Aflac Logo
Securian
Ullico
Allianz
Royal Neighbors
PALIG
TD
HIG
NYL
Prudential
TIAA
Sun Life
Serenia
CITI
Principal

VALUES CREATE VALUE

A holistic suite of products with transformative impact

Empathy LifeVault™
Secure, legally compliant digital solution for estate planning and overarching financial wellness.
45M+
individuals are covered by Empathy
3X
more beneficiaries turn into high-intent leads, compared with the industry standard
52%
of our users have requested a consultation call with a financial professional
75
Net Promoter Score™

See Empathy’s value in action

Schedule time with our team to hear how our clients leveraged Empathy to amplify their offering through compassion.

THE HOLISTIC KEY TO GROWTH FOR FINANCIAL INSTITUTIONS

Life insurance carriers

Transform the policyholder experience and deliver continuity of care to their beneficiaries through a comprehensive, end-to-end solution.

Annuity providers

Support beneficiaries with compassionate care and practical tools, extending your promise of security beyond the life of the contract.

Wealth managers

Build lasting trust with clients and their families by offering guidance, tools, and care that extend your support through life transitions.

Banks

Deepen customer relationships and strengthen your brand by helping families navigate complexities while guiding them to make smart financial choices.

Credit unions

Empower members with meaningful support that reflects your values of community, care, and connection during moments of truth.

Financial advisors

Go beyond transactions to build genuine, lasting connections rooted in compassion and trust.

Good business outcomes, great human outcomes

Learn how your organization can add value to your offering and go the extra mile for your clients.