More value for clients = stickier clients
Create more value for your HNW clients and reduce the impact of one of their largest costs: medical bills.
Stand out from your competition with inAssist.
Instantly add more innovation and value to your client offerings.
Stand out with best-in-class healthcare management services.
Trusted by dozens of top wealth managers, with 10+ years of expertise working with HNW clients.
Instantly add more innovation and value to your client offerings.
Stand out with best-in-class healthcare management services.
Trusted by dozens of top wealth managers, with 10+ years of expertise working with HNW clients.

Trusted by top family offices and business management firms like Pathstone and Gelfand, Rennert, & Feldman.
ABOUT INASSIST
Over $130 million reclaimed for 10,000+ members
Medical fraud, overbilling, and privacy violations disproportionately affect the privacy, reputation, and wealth of high-net-worth individuals. Only inAssist restores 24/7 privacy, control, and savings to the healthcare billing of your high-net-worth clients.

Trusted by top wealth managers like Focus Financial Partners, Baker Tilly, and City National Bank.
ABOUT INASSIST
Over $130 million returned to more than 10,000+ clients
Medical fraud, overbilling, and privacy violations disproportionately affect the privacy, reputation, and wealth of high-net-worth individuals. Only inAssist restores 24/7 privacy, control, and savings to the healthcare billing of your high-net-worth clients.
Unparalleled service meets innovative technology
inAssist offers a full range of specialized healthcare management services to meet the needs of your HNW clients.

PREMIER HEALTHCARE MANAGEMENT & GLOBAL PROTECTION
inAssist™ TotalCare Protect
Tailored to meet the needs of HNW individuals, inAssist TotalCare Protect tracks, manages, and audits your clients’ medical bills. A powerful combination of white-glove service and AI technology works to secure your clients’ privacy, guard them from medical fraud, and protect against identity theft.
inAssist TotalCare Protect comprehensive services include:
- Price Check Every Healthcare Transaction
- Medical Bill Tracking and Management
- 24/7 Privacy Threat Alerts
- Privacy P.A.C.T.
- Privacy Risk Score
- Global Emergency Travel Support
- Medical, Financial, and Cyber ID Theft Protection
- Medical Fraud and Breach Monitoring
- ID Theft and Medical Fraud Remediation Services
- Medical Provider Verification
- Insurance Quote and Eligibility Services
- $1 Million Identity Theft Insurance
WHITE GLOVE SERVICE
VIP Concierge Services
A dedicated Personal Healthcare Concierge is available anytime to assist clients with medical questions, processes, and procedures. Includes insurance quotes and administration, global travel support, and global emergency care assistance.

“Using inAssist to source and manage our client insurance has proven to be an invaluable service. Their expertise, technology, and high-level of service add significant value to our clients.”
Brent, Investment Advisor Managing Partner
Unparalleled service meets innovative technology
inAssist offers a full range of specialized healthcare management services to meet the needs of your HNW clients.

PREMIER HEALTHCARE MANAGEMENT & GLOBAL PROTECTION
inAssist™ TotalCare Protect
Tailored to meet the needs of HNW individuals, inAssist TotalCare Protect tracks, manages, and audits your clients’ medical bills. A powerful combination of white-glove service and AI technology works to secure your clients’ privacy, guard them from medical fraud, and protect against identity theft.
inAssist TotalCare Protect comprehensive services include:
- Price Check Every Healthcare Transaction
- Medical Bill Tracking and Management
- 24/7 Privacy Threat Alerts
- Privacy P.A.C.T.
- Privacy Risk Score
- Global Emergency Travel Support
- Medical, Financial, and Cyber ID Theft Protection
- Medical Fraud and Breach Monitoring
- ID Theft and Medical Fraud Remediation Services
- Medical Provider Verification
- Insurance Quote and Eligibility Services
- $1 Million Identity Theft Insurance
WHITE GLOVE SERVICE
VIP Concierge Services
A dedicated Personal Healthcare Concierge is available anytime to assist clients with medical questions, processes, and procedures. Includes insurance quotes and administration, global travel support, and global emergency care assistance.

“Using inAssist to source and manage our client insurance has proven to be an invaluable service. Their expertise, technology, and high-level of service add significant value to our clients.”
Brent, Investment Advisor Managing Partner