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About

ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans.

About

HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Exit planning advisors wanting a structured, collaborative platform to guide small business owners through valuation and transition planning

Audience

Financial advisors wanting a tool providing AI-driven longevity and healthcare cost predictions integrated into their planning toolkit to deliver deeply personalized, data-backed client strategies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ELLA
United States
exitwithella.io

Company Information

HighPeak
Founded: 2023
United States
www.highpeak.ai/

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Categories

Categories

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel
Claim ELLA and update features and information
Claim ELLA and update features and information
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Claim HighPeak and update features and information