HealthView Asset Management

What HealthView Asset Management does

HealthView Asset Management (HVAM) is a privately held, Pittsburgh-based registered investment adviser that provides financial services firms with actuarial-backed investment solutions targeting retirement healthcare and long-term care costs. The company sells primarily to RIAs, wealth managers, and financial advisors, who use HVAM tools in client meetings to address what the company identifies as the number one retirement concern: healthcare costs. End clients of those advisors are individual pre-retirees who need personalized projections of future medical and long-term care expenses.

HVAM's core platform, the HealthWealth Hub, runs on actuarial algorithms that draw on a proprietary database of 530 million healthcare cases (updated annually) and a patented approach to medical cost and longevity forecasts. Inputs include age, health status, gender, state of residence, and income, enabling individualized projections of retirement healthcare costs, long-term care costs by state and metro area (covering home health, assisted living, and skilled nursing), and Social Security optimization. The platform also includes an HSA program with both traditional managed and Robo investment options, a suite of standalone calculators (Retirement Healthcare Costs, Long-Term Care Costs, Social Security Optimization, Mini Applications), and advisor enablement services (Training & Marketing Materials and Education & Support). Revenue is generated through asset management fees on professionally-managed investment accounts whose portfolios are targeted to each client's projected retirement healthcare and long-term care cost needs; pricing is not publicly disclosed and follows a contact-based B2B sales motion. The company has a small operating footprint of 1-10 employees and operates exclusively in the United States.

Name

HealthView Asset Management

Legal name

HealthView Asset Management, Inc.

Website

http://healthviewria.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

HealthView Asset Management provides financial services firms with client solutions for retirement healthcare and long-term care needs.

Ownership category

akta.pro rank

Product category

Retirement Healthcare Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

akta.pro secondary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Retirement healthcare planning
• Long-term care funding
• Healthcare cost projection
• Health savings accounts
• Actuarial investment management

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professionally-Managed Investment Accounts: HVAM provides professionally-managed investment accounts with portfolios targeted to clients' retirement healthcare and long-term care cost needs. The company generates revenue through asset management fees associated with these investment accounts.
2. Investment Account Management: Traditional wealth management and Robo account options with asset allocation proposals based on health conditions, life expectancy, risk profile, and state of residence. Revenue is generated through fees on managed investment accounts.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

HealthView Asset Management provides financial services firms and their advisors with proprietary tools and managed investment accounts designed to help clients plan for and fund retirement healthcare and long-term care costs. The core HealthWealth Hub platform uses actuarial algorithms and a database of 530 million healthcare cases to project individualized life expectancy, healthcare costs, and long-term care costs, and supports professionally-managed investment portfolios that accumulate assets and generate cash flows to meet rising retirement healthcare expenses.

Product overview

HealthView Asset Management (HVAM) offers a unified platform centered on the HealthWealth Hub, which encompasses two core programs — HealthWealth Hub HealthCare and HealthWealth Hub Long-Term Care — complemented by a Health Savings Account (HSA) program. The platform is supported by a suite of retirement planning tools including Retirement Healthcare Costs, Long-Term Care Costs, Social Security Optimization, and Mini Applications calculators. HVAM also provides Education & Support and Training & Marketing Materials for advisor enablement. The system employs actuarial-backed algorithms drawing on a database of 530 million healthcare cases to generate personalized projections, and offers both traditional managed accounts and Robo investment options with quarterly performance reporting.

Differentiator

Problem solved

Functional benefit

Brands

• HealthWealth Hub: Actuarial-based account employing algorithms to calculate individual life expectancy, retirement healthcare costs, and appropriate funding options for healthcare and long-term care.
• HSA
• HealthWealth Hub – Long-Term Care

Products and services

• HealthWealth Hub HealthCare Core account program that employs actuarial algorithms to project individual life expectancy, retirement healthcare costs, and appropriate funding options (lump sum or series of annual payments). The portfolio accumulates assets until retirement and then adjusts to generate annual cash flows to meet rising healthcare costs. Used by financial advisors to serve clients planning for retirement healthcare.
• HealthWealth Hub Long-Term Care Program that can be used to complement LTC insurance, annuity, and insurance riders. Utilizes actuarial data to calculate probability of need and expected length of stay, with LTC costs broken down by state and metro area across skilled nursing, assisted living, and home healthcare categories. Designed for clients who prefer to self-insure long-term care.
• Health Savings Account (HSA) Program offering multiple pre-tax plans to pay for eligible medical, dental, and vision expenses. Works with qualified High-Deductible Health Insurance Plans and includes multiple investment options with a low-fee, no-minimum Robo account for saving for future healthcare expenses.
• Retirement Healthcare Costs Tool Healthcare cost projection software backed by a patented approach to medical cost and longevity forecasts. Delivers personalized premium, out-of-pocket, and life expectancy projections based on actuarial data with inputs including state of residence, health status, income, and desired coverage.
• Long-Term Care Costs Tool Tool for illustrating skilled nursing, assisted living, and home healthcare cost projections by geographic location and future year. Available as mini-tool or full standalone calculator. Used by financial advisors to show clients long-term care cost projections.
• Social Security Optimization Calculator Calculator that considers factors including Primary Insurance Amount, marital status, life expectancy, public pension policies, spousal/ex-spousal/survivor benefits, and breakeven analyses to project optimal Social Security filing age.
• Mini Applications (Retirement Income, Medicare, LTC) Quick and easy calculators allowing projections to be run in seconds, covering retirement income needs, Medicare expenses, and long-term care costs by geographic location. Used by financial advisors for rapid client-facing illustrations.

Quantifiable outcome

• Enable advisors to address retirement healthcare costs with clients in a single meeting
• +2 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature5 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Income Lab: Income Lab provides retirement income planning software to financial advisors, projecting sustainable withdrawal rates and addressing retirement spending risk — closely paralleling HVAM's mission of equipping advisors with retirement-planning decision tools.
• Boldin (formerly NewRetirement): Boldin offers a retirement planning platform with healthcare cost and long-term care modeling used by both consumers and advisors, competing directly with HVAM's HealthWealth Hub for retirement healthcare projection workflows.

Broad incumbents

• T. Rowe Price Retirement Income: T. Rowe Price provides retirement income solutions and managed portfolios to advisors and plan participants, with retirement planning tools that overlap HVAM's advisor-facing workflow across a much broader asset base.
• Fidelity Investments: Fidelity offers a comprehensive suite of retirement planning tools and managed account solutions to advisors and individuals, including healthcare cost modeling that competes at the platform level with HVAM's specialized projections.
• Prudential Financial: Prudential underwrites annuities, LTC insurance, and retirement income solutions for advisors and employers — overlapping with HVAM's retirement healthcare and LTC funding use cases from an incumbent insurance carrier perspective.
• Nationwide Financial: Nationwide offers LTC insurance, annuities, and retirement income products through advisors, directly competing with the insurance and annuity-adjacent retirement solutions HVAM's tools help advisors position.
• Genworth Financial: Genworth is a leading U.S. long-term care insurance provider, and its LTC cost data and advisor tools overlap with HVAM's Long-Term Care program that calculates state-level LTC costs and self-insurance funding.
• MassMutual: MassMutual provides annuities, life insurance, and retirement income solutions to advisors and employer plans, competing with HVAM in the retirement healthcare and longevity-aware income planning category.
• Jackson Financial: Jackson Financial is a major annuity provider whose retirement income and longevity-aware products are sold through advisors, overlapping HVAM's positioning of managed accounts that complement annuities and insurance riders for retirement healthcare.

Emerging players

• Blueprint Income: Blueprint Income is an advisor-facing annuity comparison and income planning platform, partially overlapping HVAM's retirement income and longevity-driven planning tools used to address healthcare and LTC funding decisions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/healthview-asset-management-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HealthView Asset Management