Genivity
Genivity is an AI SaaS platform helping financial advisors develop stickier client relationships and maximize wealth assets by planning for the biggest risks to a client's retirement: longevity, healt...load more
Genivity's Basic Information
Industry
Financial Services
Headquarters
Chicago, Illinois, United States
Website
Founded Year
2016
Headcount
2 - 10 ( View All )
Specialties
FinTechFinancial HealthInsurTechFinancial ServicesWealth ManagementFinancial PlanningEstate PlanningWealth TransferClient Engagement
Genivity's Competitors
Brandon Jones
View all employeesUNAK-International Advisory Group l Groupe conseil international
View all employeesEmployee Insights
Genivity's Top Employees
Heather Holmes
CEO & Founder
Phone Email
Vikas Tanksale
Head, Customer Success
Phone Email
Frequently Asked Questions Regarding Genivity
Where is Genivity's headquarter located?
Genivity's headquarter are located at United States.
How many employees does Genivity have?
Genivity has 2 - 10 employees.
What is Genivity's official website?
Genivity's official website is https://www.genivity.com
What industry does Genivity belong to?
Genivity is in the industry ofFinancial Services
What does Genivity do?
Genivity is an AI SaaS platform helping financial advisors develop stickier client relationships and maximize wealth assets by planning for the biggest risks to a client's retirement: longevity, healt...
What specialty does Genivity have?
FinTechFinancial HealthInsurTechFinancial ServicesWealth ManagementFinancial PlanningEstate PlanningWealth TransferClient Engagement
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