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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
Employees 2
Industries Financial Services, Fintech, Insurtech +2
Funding Stage Non Equity Assistance
Social

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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.

Business keywords: 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 Undisclosed 1
MassChallenge
MassChallenge
21 Oct 2020
Seed Round Undisclosed 1
The FIS FinTech Accelerator in Partnership with The Venture Center
02 May 2019
Venture Round Undisclosed 1
SixThirty
SixThirty
01 Mar 2018
Non Equity Assistance Undisclosed 1
Envestnet Yodlee Incubator
Envestnet Yodlee Incubator
05 Dec 2016

Genivity Alternatives & Competitors

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Genivity vs
QSAC Fintech
QSAC Fintech India

A Trusted Partner in Your Wealth Creation Journey

2 employees
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Genivity vs
Argent Wealth Management, LLC
Argent Wealth Management, LLC United States

The Client Centric Advisor

28 employees
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Genivity vs
Wealth Management Partners
Wealth Management Partners Australia

The Real Retirement Specialists

32 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 Financial Services, Fintech, Insurtech, Wealth Management and Life insurance. Its work centres on AI SaaS platform, financial advisors, client relationships and wealth assets.
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 QSAC Fintech , Argent Wealth Management, LLC, Wealth Management Partners, Summit Group Wealth Management, Vantage Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Genivity and QSAC Fintech 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 Genivity, https://www.bouncewatch.com/company/genivity, updated 20 December 2024. When citing, please name BounceWatch and link this page.

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