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Genivity logo — Health. Wealth. Family. Connected.

Genivity

Health. Wealth. Family. Connected.

Founded 2016 United States Chicago, United States 2 employees Non Equity Assistance Financial Services, Fintech +3

General Information

Company Name Genivity
Founded Year 2016
Location United States Chicago, United States +1
Employees 2
Industries Financial Services, Fintech, Insurtech +2
Funding Stage Non Equity Assistance
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About Genivity

Genivity is an AI SaaS platform in the Financial Services, Fintech, Insurtech, Wealth Management, and Life insurance industries, with headquarters in the United States. Established in 2016, the company's slogan "Health. Wealth. Family. Connected." encapsulates its core mission. Genivity aims to assist financial advisors in fostering enduring client relationships and maximizing wealth assets by addressing the most significant retirement risks: longevity, health, and eldercare. Their digital interface prompts clients to engage in deeper discussions about these critical risk areas, while also highlighting opportunities to optimize their health and financial wellness. Notably, the organization recently obtained a Non Equity Assistance investment from MassChallenge on 21 October 2020.

Taxonomy: AI SaaS platform, financial advisors, client relationships, wealth assets, retirement planning, longevity, health, eldercare, client engagement tool, predictive analytics, FinTech, InsurTech, Wealth Management, Estate Planning, Client Engagement

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Non Equity Assistance •••••• 1
Investor
21 Oct 2020
Seed Round •••••• 1 •••• •••• 02 May 2019
Venture Round •••••• 1
Investor
01 Mar 2018
Non Equity Assistance •••••• 1
Investor
05 Dec 2016

Genivity Alternatives & Competitors

Genivity vs
Hamilton Wealth Advisors
Hamilton Wealth Advisors

Where Planning Meets Generational Wealth!

4 employees
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Genivity vs
GLP Financial Group
GLP Financial Group United States

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Genivity vs
Capital Focused Private Wealth
Capital Focused Private Wealth Australia

We help you grow, preserve and enjoy your wealth.

9 employees
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FAQ About Genivity

Health. Wealth. Family. Connected.
Genivity was founded in 2016.
Genivity is headquartered in Chicago, United States.
Genivity operates in the following industries: Financial Services, Fintech, Insurtech, Wealth Management, Life insurance.
Genivity has approximately 2 employees.
Genivity has completed 4 funding rounds. The latest funding stage is Non Equity Assistance.
Top alternatives and competitors to Genivity include Hamilton Wealth Advisors, GLP Financial Group, Capital Focused Private Wealth, Rose Retirement Financial Services, Libertas Financial Management Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Genivity and Hamilton Wealth Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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