About GenTrust
GenTrust is a Financial Services company based in Miami (United States) founded in 2011. Investment advisory services are provided to clients in wealth management. GenTrust offers products and services including Wealth Management Services and Asset Management Services. Its focus areas include Asset Management and Financial Advisors. Its legal entity is GenTrust, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
GenTrust was founded in 2011 and is based in Miami, United States, operating as an investment advisory firm in the financial sector. Services encompass financial planning, portfolio management, and advisory support for individual and institutional clients. Focus is placed on wealth management strategies, with operations centered in the U.S. market. The firms online presence is maintained through gentrustwm.com, facilitating client access to advisory resources.
- Headquarters Miami, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gentrustwm.com
- Social LinkedIn X Facebook
- Legal Name Gentrust, Llc
- Investors
Products & Services of GenTrust
GenTrust offers a comprehensive portfolio of products and services, including Wealth Management Services and Asset Management Services.
Customized solutions for managing wealth and portfolios.
Tailored asset strategies to grow and protect client investments.
Funding Insights of GenTrust
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of GenTrust with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2022 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in GenTrust
GenTrust has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Kudu.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment portfolios are managed across multiple sectors. | 2014 | kuduinvestment.com | New York, United States |
Investor details for GenTrust
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of GenTrust
15 people are tracked at GenTrust (4 in leadership, 6 in board & advisors, 5 in team).
| Name | Role | Group |
|---|---|---|
Diana Gazzola | Director Of Operations | Leadership |
Claire Rogan | CFO | Leadership |
Zulay Labra | COO | Leadership |
Krysta Dos Santos | Head, Financial Planning | Leadership |
James A. Colavita | Advisor | Board & advisors |
Elena Hernández | Advisor | Board & advisors |
Eduardo J. Borberg Mendoza | Advisor | Board & advisors |
Jason Stelmaszyk | Advisor | Board & advisors |
Javier Javi Sanchez | Advisor | Board & advisors |
David Muñoz | Advisor | Board & advisors |
Jim Colavita | Wealth Management Advisor | Team |
Javi Sanchez | Wealth Management Advisor | Team |
George L. Perez | Founding Principal | Team |
Gui Socarras | Founding Principal | Team |
Kaishini Ragumar | Salesforce Lead & IT Coordinator | Team |
Complete people profiles for GenTrust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of GenTrust
2 dated milestones of GenTrust across 11 years, from founding to its latest funding, stage changes and deals.
- Founded GenTrust is founded.
- Funding First funding round.
Competitors of GenTrust
GenTrust has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of GenTrust
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of GenTrust
The website of GenTrust (gentrustwm.com) receives about 1.6K visits a month.
- Monthly visits1.6K
▼ 20.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as GenTrust (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Gentrust
Complete news archive for GenTrust
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Frequently Asked Questions about GenTrust
GenTrust was founded in 2011 and raised its 1st funding round 11 years after it was founded.
GenTrust is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
GenTrust was founded in 2011 and is based in Miami, United States, operating as an investment advisory firm in the financial sector. Services encompass financial planning, portfolio management, and advisory support for individual and institutional clients. Focus is placed on wealth management strategies, with operations centered in the U.S. market. The firms online presence is maintained through gentrustwm.com, facilitating client access to advisory resources.
GenTrust's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
GenTrust offers Wealth Management Services and Asset Management Services.
GenTrust has 1 investor. Key investors include Kudu.
GenTrust operates through Gentrust, Llc.