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, health, and eldercare.
Our client-facing digital experience engages clients in deeper conversations about risk areas and introduces opportunities to optimize their health and financial wellness to protect their retirement goals.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 222 W. Merchandise Mart Plaza,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- genivity.com
- Keywords
- FinTech, Financial Health, InsurTech, Financial Services, Wealth Management, Financial Planning, Estate Planning, Wealth Transfer, Client Engagement.
- HQ
- Chicago, Illinois
Genivity Questions
Genivity's website is genivity.com
Genivity's LinkedIn profile is https://www.linkedin.com/company/genivity
Genivity has
2 employees.
View email and phone details for 2
employees at Genivity.
Genivity's industry is
Financial Services
Genivity's top competitors are
Fig - Food Is Good,
Homethrive,
Ko Law,
Laudable,
Secnu,
Qinwa,
Dscribe Ai (Yc S25),
Jfg (Juliet Funt Group),
Centerpiece Software,
Harvest Ridge Capital.
Genivity's categories are Financial Services
Genivity's founding year is 2016
