Caribou

01 / WHAT IT BUILT

What the company did

Caribou was a Miami-based fintech company building healthcare-cost planning software for financial advisors. Founded in 2020 by co-founders Christine Simone and Cory Blumenfeld with founding engineer Giorgio Delgado, its non-commissioned HealthPlanner platform analyzed a client's health conditions, insurance, medications and health plans to project current and future healthcare costs, helping advisors build holistic financial plans. It was named a 2024 T3 Technology Tools for Today Software All-Star and won Best Technology Providers: Specialized Planning Applications at WealthManagement.com's 2024 Industry Awards. In January 2025 it was acquired by Move Health, a healthcare insurance planning firm, with Simone joining Move Health's leadership team.

03 / EVENT HISTORY

Events in the structured record

1. 2020
   Founded

   Founded in Miami by Christine Simone and Cory Blumenfeld with founding engineer Giorgio Delgado to put healthcare costs at the center of financial planning; early customers included BLB&B Advisors, CapSouth Wealth Management and Jackson Square Capital.

2. 2022
   Seed funding

   Raised a $3 million seed round led by Jack and Max Altman, with Lightspeed Scout Fund, Dash Fund, Garage Capital, N49P and angels including Plaid CTO Jean-Denis Greze and Tribe's Arjun Sethi, bringing total funding to about $3.1 million.

3. 2024
   Industry awards

   Named a 2024 T3 Technology Tools for Today Software All-Star and won Best Technology Providers: Specialized Planning Applications at WealthManagement.com's 2024 Industry Awards.

4. 2025
   Acquired by Move Health

   Acquired by Move Health in January 2025, combining Caribou's HealthPlanner technology with Move Health's enrollment services; founder and CEO Christine Simone joined Move Health's leadership team.