#AI SaaS platform helping #advisors engage & retain clients & connect with next generation heirs by analyzing family health risks and care costs.

Joined May 2016
Genivity retweeted
Replying to @Genivity
@Genivity presented next They are an FIS accelerator graduate (July 19) & just won the prodigious UBS Future of Finance Challenge 2019. Talk about having the right product at the right time! Another presentation from #startupMKE week.
1
2
2
Replying to @VentureCenter
Honored to share the amazing @HeatherHolmes1 of @Genivity in our portfolios.
1
1
Heather Holmes, CEO and Founder of Genivity, takes the stage! Learn more about the inspiring story of Heather Holmes, CEO and Founder of @Genivity on #theVC blog >>> ow.ly/uab750v3cs3 #TheVC #FISFinTech19 #ARidea #ARisTech #FinTech #DemoDay
2
2
Our new integration with Health Analysis and Longevity Optimizer (HALO) by @Genivity synthesizes the mountain of data that goes into planning for longevity and healthcare costs. Learn more on how this integration works here: bit.ly/2YiwbOc
2
2
One week before summer, we've unleashed a wave of new and improved integrations with @RedtailCRM, @Schwab4RIAs and @Genivity!bit.ly/2WC2yWk #fintech #fintwit
Optimizing health enables #advisors to have deep conversations with #clients. @Genivity helps guide those talks. #fintech #LTS_Innovate2019
1
5
Genivity retweeted
Thrilled to announce, along with @VentureCenter, the 10 companies selected for the 4th FIS #FinTech Accelerator! Congrats to @DigiOnboading, @GremlinSocial, @Sendmi, @ChangedApps, @MyVoleo, @NeenerAnalytics, @Genivity, @CuruCredit, @Mimble_co @highsideio. okt.to/V0nYum
1
1
10
Replying to @Genivity
@genivity has a great LTC cost estimator using AI that advisors should check out. The CEO @HeatherHolmes1 will be presenting at the upcoming Chicago @ILTCI Conference. Long-Term Care Insurance Planning | Challenges with Insurance Planning hubs.ly/H0gVjJy0
1
2
'Behavior tech' experiments with how to decode client biases (featuring @Genivity) bit.ly/2N7CD9a @finplan #FinancialPlanning
2
2
Genetics can help a #financialadvisor assist clients in planning for retirement. How long does the money need to last? Ask @YodleeIncubator alum @genivity for help. #retirement #savingmoney #investing #Data money.usnews.com/money/blogs…
Can't have goal based without cost of care and @genivity 😎 xitter.cf/fpaillinois/status/926…
1
3
Explore our Startup Pitch presenter lineup! Whose pitch will hit it out of the park & walk away with 40K?
1
11
4
15
Genivity retweeted
Congratulations to @genivity - 2nd place winner of the 1871 @BMOHarrisBank Fintech Partnership! #1871TGIF
Financial planning based on your family's #data — meet @genivity in @AdamHecktman's latest #BigShoulders: bit.ly/2uVDE6h
5
1
10
Why @YodleeIncubator? @genivity got access to industry #mentors in #fintech. Apply now - deadline in 2 wks bit.ly/2u45B0l
3
3
Genivity retweeted
#WiSTEM #Fintech company @genivity wants to help you plan for your future--and that includes your health. chicagoinno.streetwise.co/20…
Catch these #startups #WiSTEM C4's Pitch Showcase on 06/13 ow.ly/uekJ30c1r0D @genivity @heylystr @LecheLibre @findyourditto #Chicago
5
5
On May 15, 1977, 40 years ago today, Star Wars: Episode IV - A New Hope, was released bit.ly/2qkkt4L #starwars40th
4
4
.@genivity, an @1871Chicago WiSTEM cohort company just out of stealth, combines health with wealth planning: chicagoinno.streetwise.co/20…
3
5