Genivity

Health. Wealth. Family. Connected.

General Information
Company Name
Genivity
Founded Year
2016
Location (Offices)
Chicago, United States +1
Founders / Decision Makers
Number of Employees
2
Industries
Financial Services, Fintech, Insurtech +2
Funding Stage
Non Equity Assistance
Social Media

Genivity - Company Profile

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 of Genivity (4)

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Funding Stage Amount No. Investors Investors Date
Non Equity Assistance Unknown 1 21 Oct 2020
Seed Round Unknown 1 The FIS FinTech Accelerator in Partnership with The Venture Center 02 May 2019
Venture Round Unknown 1 01 Mar 2018
Non Equity Assistance Unknown 1 05 Dec 2016

Latest News of Genivity

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No recent news or press coverage available for Genivity.

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