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GenXFinancial logo — A platform designed for today’s advisor that improves the cl...

GenXFinancial

A platform designed for today’s advisor that improves the client experience and increases the value of their business

Founded 2017 United States Nashville, United States 13 employees Finance, Financial Services

General Information

Company Name GenXFinancial
Founded Year 2017
Location United States Nashville, United States
Employees 13
Industries Finance, Financial Services
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BounceWatch is an independent company data service, not affiliated with GenXFinancial . To contact GenXFinancial , visit genxfinancial.com.

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About GenXFinancial

GenXFinancial is a finance startup that serves as the parent company for Innovative Financial Group, MyRemoteFA, and SellMyFinancialPractice. The company's focus is on empowering independent financial advisors to deliver fiduciary planning and advice to clients, thereby enhancing the client experience and adding value to their businesses. Established in 2017, GenXFinancial is pioneering the development of financial firms and the delivery of advice to clients. Their subsidiaries aim to create a roadmap for the construction of financial firms and the provision of advice. Based in the United States, the company operates with a mission to facilitate the delivery of securities and investment advisory services to clients. As of now, there is no public information available about their last investment or the entities involved in it. GenXFinancial is positioned to lead innovation in the financial services industry and has the potential to attract venture capital interest due to its focus on enhancing the advisor-client relationship and revolutionizing the financial advice landscape.

Business keywords: financial advisor, fiduciary planning, investment advisory services, client experience, independent financial advisor, financial firm, financial advice, Osaic Wealth, genXFinancial, MyRemoteFA, SellMyFinancialPractice, securities

No funding data available for GenXFinancial yet.

GenXFinancial Alternatives & Competitors

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GenXFinancial vs
Stonebridge Financial Partners, LLC
Stonebridge Financial Partners, LLC United States

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17 employees
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GenXFinancial vs
Bleakley Financial Group
Bleakley Financial Group United States

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GenXFinancial vs
Lawson Winchester Wealth Management
Lawson Winchester Wealth Management United States

Our best work, for your best life.

11 employees
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FAQ About GenXFinancial

A platform designed for today’s advisor that improves the client experience and increases the value of their business
GenXFinancial was founded in 2017.
GenXFinancial is headquartered in Nashville, United States.
GenXFinancial operates in Finance and Financial Services. Its work centres on financial advisor, fiduciary planning, investment advisory services and client experience.
GenXFinancial has approximately 13 employees.
Top alternatives and competitors to GenXFinancial include Stonebridge Financial Partners, LLC, Bleakley Financial Group, Lawson Winchester Wealth Management, Prosperity Financial Group, Inc., AdvisorNet Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
GenXFinancial and Stonebridge Financial Partners, LLC 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.

Source: BounceWatch company record for GenXFinancial , https://bouncewatch.com/company/genxfinancial, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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