Caribou

About

Caribou is a healthcare cost prediction and optimization software company founded in 2020. Based in San Francisco, with early operations in Miami, Caribou focuses on integrating financial planning with healthcare to help mitigate unexpected expenses. The company was acquired by Move Health in January 2025, enhancing its capabilities in health planning. Caribou offers a range of services, including the HealthPlanner Software, which allows financial advisors to analyze healthcare costs and optimize Medicare Advantage plan selections. Their Annual Healthcare Assessment provides tailored summaries and actionable recommendations for clients. Additionally, Caribou conducts Health Benefits Analysis to review current and future healthcare expenses, considering various personal factors. The platform also includes workflow integration tools to help advisors streamline their processes and improve client retention. Caribou serves financial advisors and their clients, emphasizing unbiased planning. The platform enhances client relationships by addressing healthcare costs, streamlining workflows, and improving plan accuracy through predictive modeling. Its holistic approach to financial planning connects healthcare expenses with retirement goals, making it a valuable resource for advisors at all stages of their clients' lives.