Genivity logo

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, health, and eldercare. Our client-facing digital experience engages clients in deeper conversations about risk areas and introduces opportunities to optimize their health and financial wellness to protect their retirement goals.

Free account • No credit card • 5 profiles/day

Financial Services 1 Employees Found Chicago, United States Founded 2016 10 Similar Companies
1 Employees Found
92% Email Coverage
$988.0K Est Revenue
1 Office HQ
10 Similar Companies
Jun '26 Last Verified

Genivity – Company Information

Financial Services
Founded 2016
222 W. Merchandise Mart Plaza, Chicago, Illinois, 60654, US
Financial Services Wealth Management Wealth Transfer Financial Planning Estate Planning FinTech InsurTech Client Engagement Financial Health

Frequently asked questions about Genivity

What is Genivity email format?

The widely used Genivity email format is {first} (e.g. john@genivity.com) with 100% adoption across the company.

What is Genivity customer service number?

To contact Genivity customer service number in your country click here to find.

Who are the decision makers in Genivity?

The decision makers in Genivity are Emily Chang, etc. Click to Find Genivity decision makers emails.