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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