Sharon Rodriguez is Scaling HighPeak: A Visionary Leader Driving the Future of Risk & Financial Solutions

Rhea-AI Summary

HighPeak, backed by Prudential Financial (PRU), is transforming financial planning through AI-powered healthcare cost prediction and risk analysis. Led by CEO Sharon Rodriguez since 2023, the company provides financial professionals with advanced tools for precise, real-time forecasts on healthcare costs, longevity, and financial risk.

The platform leverages Prudential's proprietary data and machine learning to deliver customized solutions across life, wealth, and health industries. Key target users include financial advisors, wealth managers, insurance providers, and risk managers who can utilize the platform for data-driven lifespan projections and healthcare cost planning.

HighPeak's upcoming AI-powered platform aims to revolutionize how financial professionals anticipate healthcare costs and financial risk through hyper-personalized insights. The company is actively expanding partnerships and enhancing its predictive capabilities to meet growing market demands.

Positive

• Strategic partnership with Prudential Financial (PRU) provides access to proprietary data
• AI-powered platform offers competitive advantage in financial planning technology
• Expanding partnerships and market presence in financial advisory sector

Negative

• Platform still in pre-launch phase, pending market validation
• Operating in highly competitive fintech/insurtech space

Leveraging 20+ Years of Expertise in Technology, Fintech, and Insurtech to Drive Innovation, Market Expansion, and Industry Disruption

NEW YORK, March 26, 2025 /PRNewswire/ -- 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.

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.

"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."

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. For more information or to schedule an interview with Sharon Rodriguez, contact Adalia Roberts at aroberts@tpalmeragency.com.

About HighPeak
HighPeak is an innovative, early-stage company leveraging revolutionary AI technology, machine learning and robust, proprietary data to deliver accurate life planning data in the market. Backed by Prudential Financial, HighPeak unlocks innovative, individualized insights around holistic healthcare costs to help advisors help clients live their best lives.

About Prudential
Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.5 trillion in assets under management as of Dec. 31, 2024, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information, please visit news.prudential.com.

Prudential Group Insurance manufactures and distributes a full range of group life, long-term and short-term disability, and corporate and trust-owned life insurance in the U.S. to institutional clients primarily for use within employee and membership benefits plans. The business also sells critical illness, accidental death and dismemberment, and other ancillary coverages. In addition, the business provides plan administrative services in connection with its insurance coverages, and administrative services for employee-paid and unpaid leave including FMLA, ADA and PFL.

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SOURCE HighPeak

FAQ

How is HighPeak's AI platform transforming financial planning with Prudential (PRU) data?

HighPeak uses Prudential's proprietary data and machine learning to generate precise, real-time forecasts for healthcare costs, longevity, and financial risk, moving beyond traditional static planning tools.

What specific services does HighPeak offer to financial advisors?

HighPeak provides advisors with AI-powered tools for data-driven lifespan projections, healthcare cost forecasting, and financial risk analysis, enabling more accurate long-term financial planning.

When did Sharon Rodriguez become CEO of HighPeak and what is her background?

Rodriguez became CEO in 2023, bringing 20+ years of experience from MetLife, Unqork, and venture capital firm 1843 Capital.

How does HighPeak's platform differ from traditional financial planning tools?

Unlike static models and generic calculators, HighPeak uses proprietary data, predictive analytics, and machine learning to generate personalized, dynamic forecasts based on individual factors.