DALLAS, TX –April 1, 2026 – Quotient Wealth Partners announced a new partnership with Cariloop, a Public Benefit Corporation, to integrate comprehensive caregiver support solutions into their greater financial offering. Through this collaboration, Quotient can provide clients direct access to Cariloop’s Caregiver Support Platform and personalized Care Coaching services, designed to support clients through every stage of the caregiving journey.
“Caregiving challenges can make already important life and financial decisions more complex,” said Michael Walsh, CEO and Co-Founder of Cariloop. “Quotient Wealth Partners understands the importance of supporting families holistically, and we’re excited to partner with them to bring dedicated caregiving resources to the families, clients, and advisors they serve.”
For many families, caregiving and financial planning are deeply intertwined. Nearly half of all caregivers report financial strain, with many spending more than $7,000 annually on care-related expenses. To better serve clients navigating these challenges, Quotient Wealth Partners sought a dedicated solution for healthcare planning, ultimately selecting Cariloop to integrate caregiving resources into their long-term financial strategies. This partnership helps strengthen Quotient’s ability to guide clients through the complexities of caregiving as an essential part of their overall financial plan.
Through the partnership, Quotient Wealth Partners’ clients and advisors will have access to Cariloop’s platform, which includes dedicated Care Coaches, practical planning tools, and trusted educational resources. With this support, individuals and families can navigate everything from aging care, childcare, special needs, and more with greater confidence and ease.
"Caregiving often influences life’s most important financial transitions. By partnering with Cariloop and incorporating healthcare planning into our services, Quotient advisors set ourselves apart by guiding clients and their families through every stage of care with clarity, compassion, and financial confidence," said Jonathan Blumenthal, Co-Founder and Co-CEO of Quotient Wealth Partners.
###
About Quotient Wealth Partners
Quotient Wealth Partners is an independent wealth management firm with over 150 years of combined experience. Quotient manages over $4.4B in AUM for more than 2,000 clients nationwide. For more information, visit www.quotientwealth.com or contact us at news@quotientwealth.com.
About Cariloop
Cariloop offers caregiving benefits to working parents and caregivers. Through professional coaching, caregiving tools, and a network of providers on an intuitive Caregiver Support Platform, Cariloop helps reduce stress and burnout, enabling members to find balance at work and home. As a Public Benefit Corporation and Certified B Corporation™, Cariloop is committed to using its business as a force for good and improving the well-being of caregivers worldwide. Learn more at www.cariloop.com.
