We are excited to announce that Genivity has been acquired by Lumiant, a leading client experience and advice engagement platform for values-based financial advisors in the U.S. and Australian markets. The acquisition was recently finalized and we are now transitioning over to Lumiant. We want to assure you that our existing customers are very important to us, and we are working to make this a smooth transition for everyone.

Why Lumiant?

We believe Lumiant is the perfect match for us, and can’t wait to show you how the two products will work together. Lumiant’s unique values-based advice process gives financial advisors the tools to deliver a holistic advice offering with personalized plans that consider a client’s values, lifestyle, longevity, and legacy.

Our flagship product, HALO, which provides personalized longevity and healthcare planning into the wealth conversation, will now receive even more resources to help us bring more value to existing and new clients.

With Lumiant’s acquisition, HALO will become more robust, and we are thrilled to have more technical, marketing, and customer support resources to help support you and your practice. We aim to provide even more value to you, our customers, to help you make better decisions for your client’s financial futures.

At this point, we want to emphasize that there will be no HALO service disruptions for current clients. We will continue to support our customers with the same level of excellence and care you have come to expect from us. We will keep you updated with all relevant information at each step of the way as the transition progresses.

To learn more about Lumiant, please check out this short intro video:

We are excited about this new chapter for Genivity and are confident that it will benefit both our company and our customers. Thank you for your continued support, and please don’t hesitate to contact us with any questions.