When death, divorce, or incapacity strikes, financial advisors become the default coordinator: managing grief, chasing institutions, and absorbing emotional load. Its a heavy burden no one trained you for.
Yet, despite the more than 200 hours spent and approximately $150K of unbilled time per event, 70-80% of surviving spouses/heirs switch advisors within 2 years of a loss.
Farewell is an emotionally intelligent life admin operating system that helps financial advisors retain clients through life transitions while gently guiding them through the legal, financial, and administrative tasks that come with loss, retirement, divorce, and other complex life events.
Farewells high touch OS for life transitions provides you with visibility, collaboration and task tracking and your clients with a 24/7 client concierge -- differentiated value that results in reduced turnover, new client acquisition and expanded household relationships.
Book your demo today at www.withfarewell.com
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2025
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Frequently asked questions
When was Farewell founded?
Farewell was founded in 2025.
What industry is Farewell in?
Farewell operates in Financial Services. Find similar Financial Services investors on gritt.io.
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