Lumiant Acquires Genivity
April 26, 2023
Lumiant, a cloud-based advice and client engagement platform, acquired Genivity, the developer of the HALO (Health Analysis & Longevity Optimizer) longevity and health-planning solution for financial advisors. The acquisition integrates Genivity's longevity modeling into Lumiant's platform to enable advisors to deliver more personalized, health-aware financial planning; financial terms were not disclosed.
- Buyers
- Lumiant
- Targets
- Genivity
- Industry
- Cloud & SaaS
- Location
- Illinois, United States
- Transaction Type
- Buyout
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