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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TechnologyHealthcare
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Funding Insights of Genivity
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.
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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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Investor details for Genivity
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Investments & Acquisitions by Genivity
Investment portfolio details for Genivity
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Financial Statements - Genivity
Detailed financials for Genivity
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Genivity Comparisons
Peer comparison for Genivity
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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.
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App-based automated investment and retirement planning platform
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Robo-advisory and financial planning services are provided for investments.
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Automated investment platform for women is provided via mobile app.
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Shariah-compliant investments and savings are offered to individuals.
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Detailed competitors of Genivity
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Latest news on Genivity
Complete news archive for Genivity
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Frequently Asked Questions about Genivity
Genivity was founded in 2016 and raised its 1st funding round 2 years after it was founded.
Genivity is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
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.
Genivity's top competitors include Betterment, Wealthsimple and Stash.