Caribou is an investment firm that specializes in healthcare planning software tailored for the financial services industry. The firm focuses on integrating complex healthcare and financial planning needs, providing innovative solutions to comprehensive financial advisors. Caribou's software aims to streamline the intersection of these two critical sectors, enhancing the value proposition for financial advisors and their clients.

Notable aspects of Caribou include its strong emphasis on adding value to financial advisory services through its healthcare planning software. Key partners and decision-makers at Caribou have successfully leveraged their expertise to create a product that addresses the nuanced challenges of both healthcare and finance. Testimonials from clients like John Leeming, CFP®, highlight the software's effectiveness in improving client comfort with fee structures and overall service value.