Genivity Information

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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.

Website	https://www.genivity.com
Revenue	$1 million
Employees	1 (0 on RocketReach)
Founded	2016
Address	222 W. Merchandise Mart Plaza Suite 1212, Chicago, Illinois 60654, US
Industry	Financial Services, FinTech, InsurTech, Wealth Management, Business Services General, Business Services, Financial Health, Life Insurance, Financial Planning, Estate Planning, Wealth Transfer, Client Engagement
Web Rank	11 Million
Keywords	Retirement Planning Software, Financial Advisor Technology, Wealth Management Platform, Client Relationship Management Crm, Digital Advice Platform, Financial Planning Software, Retirement Income Planning, Long Term Care Planning, Wealthtech Solutions, Retirement Planning Tools, Financial Advisor Tools, Advisor Technology Platform, Client Engagement Platform
Competitors	NextGen Healthcare, Omada Health, HealthJoy, Welldoc, Ginger, ChronWell, Inc., Zest Health, Luma Health Insurance, Lemonaid Health, Aspire Health Services LLC +35 more (view full list)
SIC	SIC Code 87 Companies, SIC Code 874 Companies
NAICS	NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 541611 Companies, NAICS Code 54161 Companies, NAICS Code 5416 Companies

Genivity Questions

What is the annual revenue of Genivity?

The Genivity annual revenue was $1 million in 2026.

Where is Genivity based?

Genivity is based in Chicago, Illinois.

What is the NAICS code for Genivity?

The NAICS codes for Genivity are [54, 541, 541611, 54161, 5416].

What is the SIC code for Genivity?

The SIC codes for Genivity are [87, 874].

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