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Apr 21, 2017 11:42 AM ET

Archived: Genivity AI SaaS Platform Connecting Health & Wealth

iCrowdNewswire - Apr 21, 2017


AI SaaS Platform Connecting Health & Wealth

Genivity logo


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

Advisors are in trouble. Studies show 90% of offspring fire their parents’ advisors upon receiving their inheritance (Fidelity) and 5 of the top 7 concerns of the affluent are health-related worries such as

Genivity engages families with a playful and gamified experience that looks across their lifespan and provides a glimpse into their future health and care costs. Having family discussions about health helps advisors bridge that gap, while also offering smarter long-term planning.



  • Heather Holmes

    Founder and CEO of Genivity and TapGenes. Healthcare sales, marketing, and global market development.

Contact Information:

Heather Holmes

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