The case for Steward:
Generational wealth infrastructure for those who serve
A comprehensive overview of the Steward platform — including the benefit recovery model, organizational ROI analysis, technical integration architecture, and compliance framework.
50M+ Americans who serve are leaving billions in entitled benefits unclaimed — not from lack of need but from lack of navigation.
A B2B financial wellness platform. Organizations pay. Members access at zero cost. One partnership deal unlocks benefits for hundreds or thousands of people.
Member benefit recovery averages $1,924 per active user. Organizations see measurable increases in member satisfaction, retention, and recruitment differentiation.
AI-driven benefit identification, SSO integration, and a privacy-first data model. Compliant with SOC 2 Type II, CCPA, and applicable DOD data handling standards.
How the VA disability optimization engine works — rating analysis, state exemption mapping, and the WriteOffOS tax integration layer.
Technical overview: SAML 2.0, OAuth 2.0, REST API, and CSV roster sync. Typical go-live in 5 business days.
Data governance, member privacy model, audit controls, and the organizational separation between admin reporting and individual financial data.
Three pilot organizations — a VSO, a credit union, and a school district — and what their members recovered in the first 90 days.
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