Analytics & Data, Wealth Management / Personal Finance


Genivity is an AI SaaS platform helping financial professionals engage clients and retain next generation heirs through life stage, health risk, and care cost planning.

While family dynamics can be difficult when talking about money, everyone can generally agree on the health and well-being of their loved ones. In fact, 5 of the top 7 concerns of pre-retirees are health-related worries such as unexpected medical costs and how adult children will care for their aging parents.

Our platform helps advisors effortlessly incorporate a client’s health risks into a financial plan while also gaining the potential to boost recurring revenue and increase customer retention by building trust with clients and their next generation heirs.

And since studies show 90% of heirs fire their parents’ advisor upon receiving their inheritance (Fidelity), developing relationships early with client heirs is not only a critical long-term business investment but imperative to new client growth.