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Waterlily

Hospitals and Health Care

Long-term care planning is easy with Waterlily. Used by financial professionals and families, our AI technology can predict future long-term care costs, build personalized care plans, and implement optimized financial strategies for any individual.

Is Waterlily hiring?

Yes. As of October 20, 2026, Waterlily has 5 open roles on Metaintro.

Open roles

Newest first. Pay shown when the posting lists it.

Customers

All 9 companies Waterlily names as customers.

Customers hiring now1

Other customers8

  • TEAM Private Wealth Mngmt.
  • Insight Financial Strategists
  • Inspire Wealth
  • Guidance Point Advisors
  • Concordia Wealth Planning
  • Abrahamsen Financial
  • RHS Financial
  • Avance Private Wealth

What their customers say

Quotes from people at Waterlily's customers.

“Prior to using Waterlily, I would reach out to insurance providers to run projections for clients potential care needs. This required multiple phone calls or emails from starting the process to obtaining the results. With Waterlily, I can jump on the tool and obtain a projection in less than 10 minutes. As an advisor this allows me to reduce the time I spend on these tasks but more importantly allows me to deliver real-time feedback for my clients. Oh, and the tool is extremely easy to use on top of the efficiency it creates.”

Dustin Eldridge CFP® CPWA® · Founder · TEAM Private Wealth Mngmt.

“It's an intuitive platform that makes it easier to discuss a difficult topic with clients. It is really helpful to put a number on the size of the problem so that clients can be proactive about it. Waterlily has done a great job integrating disparate data into a single tool to address the hardest financial planning problem. Before Waterlily, I used my own calculations. It is really nice to have them in a single tool. It saves time. It helps the client understand better. It helps clients to be proactive.”

Chris Chen CFP® RLP® · Wealth Strategist · Insight Financial Strategists

“Waterlily is the first software and platform that my team and I have found to be realistic and extremely useful. We have tried several different planning software over two decades and they are all lacking or not complete. I’m excited and feel fortunate to have discovered Waterlily!!”

Nick Bour CLTC® NSSA® · Founder & CEO · Inspire Wealth

“Waterlily presents a unique approach to the elder care conversation every family should be having. This platform has enlightened me to some of the complexities of long-term care planning. It is about more than just financial figures; it’s about fostering meaningful discussions that prioritize the well-being of every family member.”

Jordan M. Acer CFP® CIMA® · Partner and Wealth Planner · Concordia Wealth Planning

“In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs.”

Adam Shell · Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
Show 3 more quotes

“It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool.”

Harry Abrahamsen · Founder & CEO · Abrahamsen Financial

“Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.”

Alex Caswell CFA CFP® EA · Wealth Planner · RHS Financial

“Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long term care and future health needs. In essence, Waterlily is a must-have for anyone seeking clarity and confidence in their long-term care planning endeavors.”

Adam Vega CFP® · President, Partner · Avance Private Wealth

AI launches and partners

What Waterlily has launched and who it works with on AI.

  • LaunchWaterlily AI technologyWaterlily's AI technology can predict future long-term care costs, build personalized care plans, and implement optimized financial strategies for any individual.
  • LaunchWaterlily AI long-term care planningWaterlily uses AI to project future long-term care needs and help build personalized plans.
  • LaunchAI long-term care planningWaterlily uses AI to project future long-term care needs and help build a personalized plan.
  • LaunchWaterlily AI technologyWaterlily’s AI technology predicts future long-term care costs, builds personalized care plans, and implements optimized financial strategies for individuals.

Skills they ask for

Most frequent across open postings.

Most requested skills

  • Python
  • LLMs

Tech stack

Analytics
Google Analytics 4
Google Tag Manager

Company facts

Industry
Hospitals and Health Care
Peer
CVS Health

Similar companies

Companies in the same industry as Waterlily that are hiring now.

Questions about Waterlily

Is Waterlily hiring?
Yes. As of October 20, 2026, Waterlily has 5 open roles on Metaintro. The most are in Developer (2), Operations Management (2), and Product/Project Management (1).
Who are Waterlily's customers?
Waterlily names 9 customers, including Prudential, TEAM Private Wealth Mngmt., Insight Financial Strategists, Inspire Wealth, and Guidance Point Advisors.
What skills does Waterlily look for?
Its open roles most often ask for Python and LLMs.
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