Lumiant Acquires Genivity
Summary
Lumiant, a Sydney, Australia-based provider of an advice and client engagement platform, acquired Genivity, a Chicago, IL-based provider of a longevity and health planning solution for financial advisors. Integrating Genivity into Lumiant’s platform gives advisors a complete picture of a client’s life, enabling them to tackle difficult or emotional conversations around health risks and care costs. Its HALO (Health Analysis & Longevity Optimizer) personalizes longevity, health, & elder care costs in retirement, giving clients insights into their future needs & arming their advisors with better information to protect their plan. Led by CEO Blake Wood, Lumiant is a cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances. Lumiant HALO is available from today for all US customers and will be made available in due course for Australia and New Zealand.