Press Release | Move Health is Named a Finalist in the Wealth Management 2025 Industry Awards for Specialized Planning Application
[EVANSVILLE, INDIANA] (June 02, 2025) — Move Health, the only end-to-end, tech-enabled, human-driven healthcare insurance planning firm of its kind, announced today that it has been named a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) for Specialized Planning Application under the Technology Providers category.
Move Health’s Enhanced Initiative for the Specialized Planning Application is its acquisition of Caribou, an award-winning healthcare planning solution in the financial planning industry with 100% customer retention. Rather than referring clients out to non-fiduciary third parties, who may offer biased and limited advice, Move Health's healthcare planning solution now keeps everything “in-house” among their partner firms. Advisors don’t have to worry about walking clients through health plan options themselves or wonder if clients closed the loop on purchasing a policy. Thanks to Move Health’s new software solution and its existing team of licensed, experienced agents, Move Health gives advisors the ability to deliver more personalized healthcare coverage guidance without needing to become an expert themselves.
“We’re honored to receive this prestigious award from WealthManagement.com,” said Cole Craven, Move Health Co-Founder and Head of Growth. “This nomination is a direct reflection of both the growing importance and desire for healthcare planning, in addition to our team’s incredible efforts to present Move Health as the premier healthcare planning solution for forward-thinking advisors.”
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support, and enable advisor success who are driving the industry forward.”
About Move Health
Move Health exists to make health coverage simple and clear. Move Health is a premier healthcare insurance planning firm utilized by forward-thinking advisors and financial planners to solve unique healthcare planning needs alongside their clients. Move Health’s non-commissioned agents are passionate about helping people make their next move in life with confidence. https://advisors.movehealth.io/
For media, please contact Move Health at (812) 200-6505 or media@movehealth.io
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their
practice, and grow their business. WealthManagement.com offers financial services
organizations a broad array of marketing services designed to help them influence the industry’s
leading audience of wealth management professionals.
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