GENIVITY
Genivity is a dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with next generation heirs.
GENIVITY
Industry:
Financial Services FinTech InsurTech Life Insurance Wealth Management
Founded:
2016-01-01
Address:
Chicago, Illinois, United States
Country:
United States
Website Url:
http://www.genivity.com
Total Employee:
1+
Status:
Active
Total Funding:
0
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Google Tag Manager WordPress Google Universal Analytics Font Awesome
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MassChallenge
MassChallenge investment in Non Equity Assistance - Genivity
The FIS FinTech Accelerator in Partnership with The Venture Center
The FIS FinTech Accelerator in Partnership with The Venture Center investment in Seed Round - Genivity
SixThirty
SixThirty investment in Venture Round - Genivity
Envestnet Yodlee Incubator
Envestnet Yodlee Incubator investment in Non Equity Assistance - Genivity
More informations about "Genivity"
Genivity - Crunchbase Company Profile & Funding
Genivity is located in Chicago, Illinois, United States. Who invested in Genivity? Genivity has 4 investors including MassChallenge and The FIS FinTech Accelerator in Partnership with The …See details»
Genivity - LinkedIn
Genivity is an AI SaaS platform helping financial advisors develop stickier client relationships and maximize wealth assets by planning for the biggest risks to a client's retirement: longevity ...See details»
BMO Deepens Partnerships with Two Fintech Startups
Aug 7, 2018 Genivity and SpringFour, winners of last year's BMO Harris/1871 FinTech Partnership program, share their platforms with customers. CHICAGO, Aug. 7, 2018 /CNW/ - …See details»
Genivity | F6S
The Genivity HALO (Health Analysis and Longevity Optimizer) Planner is an interactive B2B2C SaaS platform that helps financial planners and insurance agents and their customers …See details»
NAIFA-FL Events
3 days ago Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of …See details»
Genivity - Facebook
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Lumiant acquires Genivity to guide clients on lifestyle, longevity, …
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Heather Holmes of Genivity - Bootstrapping In America | tastylive
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Introducing the Wealth Access + Genivity HALO Integration - PRWeb
Jan 22, 2020 /PRNewswire-PRWeb/ -- Wealth Access is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access's...See details»
INCREASING CLIENT LONGEVITY - genivity.com
Man. 65-Year-Old Woman. 65-Year-Old Couple* 50% Chance; 87 years. 90 years: 94 years. 25% Chance: 93 years. 96 years: 98 years * At least one surviving spouse. Life Expectancy …See details»
Working at Genivity | Glassdoor
See what employees say it's like to work at Genivity . Salaries, reviews, and more - all posted by employees working at Genivity .See details»
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Apr 18, 2017 Parents often fail to communicate estate plans to their children, which can lead to conflict. With our secure vault, all of your clients' important records can be kept in one place.See details»
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