Christine Simone

Christine Simone

CEO and Co-Founder, Caribou

Christine Simone is the CEO and cofounder of Caribou, a company that works to “cultivate financial clarity and confidence through optimized healthcare planning.” Caribou’s healthcare planning software, HealthPlanner, enables advisors to take healthcare costs into account when creating holistic financial plans for clients. Christine was recently featured on Forbes’ 30 under 30 Healthcare list. Follow her on LinkedIn.

WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.