Protecting Family Finances: Carefull’s Max Goldman

This episode is brought to you by The Financial Technology Report, a leading information source on financial technology companies and solutions.

Today, we speak with Max Goldman, Co-Founder and CEO of Carefull, an AI-powered financial safety platform helping families protect aging loved ones from fraud, scams, and money mistakes. 

Max is a seasoned product leader with a track record in building and scaling B2B2C platforms across fintech, SaaS, and consumer tech. He focuses on solving real-world problems through design, data, and cross-functional collaboration.

Since 2020, Carefull has grown quickly with a B2B2C model that helps financial institutions protect older adults and build trust across generations. A new partnership with the Alzheimer’s Association strengthens its focus on financial caregiving.

Max supports Alzheimer's Association. To learn more about this organization click here.

I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.