About Genivity
Genivity is a company based in Chicago (United States) founded in 2016 was acquired by Lumiant in April 2023.. Genivity operates in a competitive market with competitors including Betterment, Stash, Wealthsimple, Wealthfront and Ellevest, among others.
- Headquarter Chicago, United States
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Sectors
TechnologyHealthcare
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Phone
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Website
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Social
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Funding Insights of Genivity
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2019 | Amount | Seed - Genivity | Valuation | FIS |
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| Jun, 2018 | Amount | Seed - Genivity | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Genivity
Genivity has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include FIS, Lumiant and SixThirty. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital firm focused on multiple sectors
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Software suites for banks and financial institutions are provided.
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Client experience software for financial planning firms is provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Genivity
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Genivity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Genivity Comparisons
Competitors of Genivity
Genivity operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Betterment, Stash, Wealthsimple, Wealthfront and Ellevest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
App-based automated investment and retirement planning platform
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| domain | founded_year | HQ Location |
Automated investment and robo-advisory services are offered to individuals.
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| domain | founded_year | HQ Location |
Online robo advisory and stock trading services are provided.
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| domain | founded_year | HQ Location |
Robo-advisory and financial planning services are provided for investments.
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| domain | founded_year | HQ Location |
Automated investment platform for women is provided via mobile app.
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| domain | founded_year | HQ Location |
Shariah-compliant investments and savings are offered to individuals.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Genivity
Frequently Asked Questions about Genivity
When was Genivity founded?
Genivity was founded in 2016 and raised its 1st funding round 2 years after it was founded.
Where is Genivity located?
Genivity is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
What does Genivity do?
Genivity is an AI-based SaaS platform helping financial advisors and insurance agents engage clients. The solutions are provided to retain next-generation heirs through life stage, health risk, care cost planning. Leveraging its proprietary technology and machine-learning algorithms, the planning suite analyzes health risks and care costs to help advisors in engaging with their clients. Also helps families understand how health risks can impact their overall financial plan, their current income distributions, and their estate planning needs.
Who are the top competitors of Genivity?
Genivity's top competitors include Betterment, Wealthsimple and Stash.
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