Findbea
Bea is a digital guide that walks widows through the 300+ financial and legal decisions they face in the first year after a partner's death, one step at a time. The platform integrates with Apple Watch and Oura Ring to assess a user's readiness for decision-making, suggesting users pause when grief impairs focus. Bea pairs structured guidance with personalized timing and an advisor-vetting service to help users locate trustworthy professionals.
- Artificial Intelligence
- Digital Health
- Financial Technology
- Healthcare Technology
- Software Only
- Wellness & Fitness Technology
Funding
Founders
Product
Problem
Widows face over 300 financial and legal decisions in the first year after loss—such as transferring accounts, filing taxes, and reviewing insurance—while simultaneously coping with grief that impairs focus and decision-making capacity. The existing financial services system offers no structured, step-by-step guidance for this overwhelming moment, leaving many women to navigate critical choices alone and financially unprepared.
Solution
Bea provides a purpose-built digital guide that walks widows through each financial and legal decision in the first year after loss, presenting tasks one at a time in a logical sequence so nothing falls through the cracks. The platform reads the user's emotional and cognitive readiness through biometric data from an Apple Watch or Oura Ring, and proactively suggests "not yet" when the user is too overwhelmed to proceed, prioritizing wellbeing over speed. Bea also serves as an unbiased ally that helps users understand their options, formulate the right questions for professionals, and identify trustworthy advisors—all without selling products or earning commissions. The tool is designed to be accessible on demand, letting users pause and resume whenever they are ready.
Target Audience
Primary users are women who have recently become widows and are managing their late partner's financial and legal affairs for the first time, particularly those who lack prior experience handling household finances.
Features
- Decision sequencing engine that breaks down 300+ first-year tasks into a prioritized, ordered workflow covering account transfers, tax filings, insurance reviews, and advisor vetting
- Biometric readiness assessment that syncs with Apple Watch and Oura Ring to detect stress or fatigue and pauses the workflow when the user is not prepared
- Commission-free guidance model that educates users on options and questions to ask, without steering them toward any particular product or service
- Advisor discovery and vetting guidance designed to help users identify trustworthy financial professionals
- Standalone digital download, The Survivor Benefits Playbook, a six-chapter interactive worksheet covering Social Security survivor benefits eligibility, amounts, claiming dates, and application procedures
- Free introductory resource, The Financial First Steps for Widows, covering the most critical decisions in the first 30 days