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Showing 1 - 2 of 2 results for "Genivity"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... several milestones that strengthened its leadership position in the advice engagement space. For example, Lumiant acquired Genivity and its HALO Assessment and introduced the Lumiant Academy and its inaugural course the 'Lumiant Advice Experience' that ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's platform. Heather Holmes founded ...
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