Company Information

Get to know Genivity

Founded in 2016 by Heather Holmes, Genivity developed the Health Analysis & Longevity Optimizer (HALO) platform. This enterprise software uses proprietary algorithms and machine learning to project an individual's future out-of-pocket healthcare, elder care, and long-term care costs. The mission is to enable financial advisors to have more comprehensive and data-backed conversations with clients, integrating health considerations into long-term wealth management. In 2021, Genivity was acquired by LifeYield, a financial technology company, and its HALO platform has been integrated into LifeYield's suite of advisor tools.

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Technology Software DevelopmentPRIMARY
Financial Insurance
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Genivity

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.