Provider of financial services designed to serve vulnerable older adults, people with disabilities and those recovering from addiction. The company offers prepaid cards, investment management and other financial services to protect seniors from fraud, helping people with special needs preserve lifesaving medical benefits, preventing an impulsive cash withdrawal or purchase that could lead to relapse and provide personalized retirement investment plans with the goal of stable retirement income for an entire lifetime, enabling families to avail a financial partner to prevent financial exploitation and stay informed about unusual activity across all accounts.