Company profile: Genivity
1.1 - Company Overview
Company description
- Provider of an AI SaaS client engagement platform for financial advisors, offering HALO, a financial planning tool that predicts family and lifestyle-based health risks and delivers personalized projections on longevity, active and assisted years, and out-of-pocket care costs to support comprehensive, targeted advice and communication with next-generation heirs.
Products and services
- AI SaaS Platform for Advisors: SaaS-based system that helps advisors deliver comprehensive, targeted advice using family and lifestyle health risk predictions and improves communication with next-generation heirs
- Client Engagement Tool: Predictive-model-based platform that forecasts family and lifestyle health risks to aid advisors in comprehensive, targeted advice and facilitate communication with next-generation heirs
- HALO: AI-driven financial planning tool that produces personalized projections of family health risks, active and assisted years, longevity, and out-of-pocket care costs for client-specific planning
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Genivity
Health Data Insights
HQ: United States
Website
- Description: Provider of technology-enabled healthcare services delivering fraud, abuse, and improper payment and overpayment identification and recoupment solutions for government payors, health plans, and employers, specializing in identifying and recouping claim overpayments to providers, including hospitals, physicians, DMEs, and others.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Amisys
HQ: United States
Website
- Description: Provider of managed care information systems for the payor; develops, markets, and supports managed health care information systems and software.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Guidant Rx
HQ: United States
Website
- Description: Provider of full-service PBM services, offering co-pay card programs, reimbursements, and specialty pharmacy workflows.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Soda Health
HQ: United States
Website
- Description: Provider of healthcare technology addressing health inequities via social determinants of health. Solutions include Smart Benefits for instant benefit changes on member cards; an Engagement Platform for balances, locations, local resources, and personalized content; a Retail Network with exclusive discounts and access to dietitians and pharmacists; Moneyball tools to optimize benefit dollars and Stars; Uber Health transportation; and integrated data to personalize support.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Prescryptive Health
HQ: United States
Website
- Description: Provider of digital health solutions for the prescription drug market, including myPrescryptive, a mobile platform with real-time prescription information, price comparisons, and management tools; Prescryptive AI Pricing to help pharmacies optimize profitability and offer competitive pricing by analyzing claims data and providing actionable insights; emPBM for transparent pricing, formulary management, and clinical programs; and SmartPRICE to compare insurance copay with the cash price of medications.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Prescryptive Health company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Genivity
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Genivity
2.2 - Growth funds investing in similar companies to Genivity
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4 - Top valuation comps for Genivity
4.2 - Public trading comparable groups for Genivity
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