Napa Money helps organizations protect aging adults’ finances — inspired by our founders’ experience supporting their parents amid rising elder financial exploitation.

Financial vulnerability, fraud, and cognitive decline among older adults are growing risks — affecting financial institutions, wealth managers, aging clients, regulatory compliance, and organizational trust.

Sentinel is our secure platform that organizations - RIAs, banks, credit unions, benefits platforms, and senior service providers -  can offer to their older clients and their families. It provides financial visibility, monitoring, and protection in an easy-to-use user experience, designed specifically for seniors. 

Sentinel is built on decades of cognitive science research - looking for early behavioral patterns that *predict* vulnerability to scams, abuse, and cognitive decline. Other solutions are reactive, Sentinel is predictive. 

It lets organizations:
• See clients’ assets and liabilities in one unified view
• Detect early signs of vulnerability, exploitation, or declining capacity
• Grant controlled delegate access, with different tiers of visibility that let the senior stay in control
• Maintain audit trails for compliance and estate coordination

All in a solution designed to be intuitive, accessible, and senior-friendly.

With 62M Americans over 65 today — projected to reach 80M in a decade — organizations need scalable tools to prevent loss, demonstrate duty of care, and strengthen client relationships.

Founded by experts with 25+ years in cybersecurity, financial services, and risk management, Napa Money is building Sentinel to fill this gap.

We partner with organizations to embed financial monitoring, alerts, visibility and traceability into their services — protecting clients, reducing risk, and reinforcing trust.

Napa Money

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Napa Money

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