Leveraging 20+ Years of Expertise in Technology, Fintech, and Insurtech to Drive Innovation, Market Expansion, and Industry Disruption
Sharon Rodriguez, CEO of HighPeak and veteran leader in fintech, insurtech, and AI-driven financial solutions, is leading efforts to transform how financial advisors plan for their clients’ futures. Under her leadership, HighPeak has quickly become a frontrunner in predictive financial and healthcare cost planning, bringing cutting-edge intelligence to long-term strategies and helping advisors, insurance providers, and benefits managers integrate healthcare costs, longevity insights, and financial plan risk analysis changing the way future planning is approached.
Backed by Prudential Financial, HighPeak provides financial professionals with an AI-powered platform that goes beyond traditional planning tools. Unlike static models and generic calculators, HighPeak leverages proprietary data, predictive analytics, and machine learning to generate precise, real-time forecasts on healthcare costs, longevity, and financial risk. This advanced approach allows organizations to anticipate future challenges, strengthen long-term strategies, and proactively close gaps in economic security.
Financial Technology Insights: Temenos Unleashes On-Premises GenAI for Banking with NVIDIA
Rodriguez joined as CEO in 2023 and is laying the foundation to build and scale HighPeak by drawing on her unique, multifaceted perspective as a corporate buyer, startup founder, and venture investor. Her experience spans Fortune 500 companies like MetLife, high-growth startups like Unqork, and her role as a partner at venture capital firm 1843 Capital equipping her with the expertise to drive innovation and growth. Leveraging Prudential’s proprietary data for AI model development, HighPeak delivers differentiated, data-driven solutions across life, wealth, and health industries. The company is launching solutions for financial advisors, establishing a strong foundation for broader market expansion.
HighPeak is designed to provide customized, forward-looking insights to a wide range of users:
- Financial Advisors & Wealth Managers: Gain deeper insights into clients’ future healthcare expenses and optimize financial plans based on real, data-driven lifespan and healthcare cost projections.
- Insurance Providers & Risk Managers: Support product distribution and sales by demonstrating the need for protection products tailored to specific risks and equipping teams for annuity and insurance conversations.
- Consumers & Individuals for Long-Term Costs: Go beyond generic calculators and gain customized, dynamic forecasts that reflect personal insurance coverage, location-based costs, and lifestyle factors.
Financial Technology Insights: Paxos to Acquire Finnish E-Money Institution Membrane Finance
“For too long, financial advisors have had to rely on guesswork when planning for healthcare expenses,” said Rodriguez. “HighPeak is changing that by equipping advisors with the tools to anticipate future costs with confidence. Our insights enable them to create financial plans that reflect real-world health expenses, not just rough estimates. This isn’t about small improvements—it’s about transforming how people prepare for their financial future.”
Financial Technology Insights: SBI Digital Markets, UBS, Chainlink Complete Pilot for Smart Contract Fund Admin
With the launch of its upcoming AI-powered platform, HighPeak is set to redefine how financial professionals anticipate the total cost of healthcare and financial risk through hyper-personalized, data-driven insights. The company is expanding partnerships, deepening advisor engagement, and further enhancing its predictive capabilities to meet the growing demand for more tailored financial planning.
To share your insights with the FinTech Newsroom, please write to us at sudipto@intentamplify.com
Source – Businesswire
