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  5. Lumiant Acquires Genivity

M&A Deal Summary

Lumiant Acquires Genivity

On April 26, 2023, Lumiant acquired software company Genivity

Acquisition Highlights
  • This is Lumiant’s 1st transaction in the Software sector.
  • This is Lumiant’s 1st transaction in Australia.
  • This is Lumiant’s 1st transaction in Illinois.

M&A Deal Summary
Date 2023-04-26
Target Genivity
Sector Software
Buyer(s) Lumiant
Deal Type Add-on Acquisition

Target

Genivity

Chicago, Illinois, Australia
Genivity is a longevity and health planning solution for financial advisors. Genivity HALO (Health Analysis & Longevity Optimizer) personalizes longevity, health, & elder care costs in retirement, giving clients unique insights into their future needs & arming their advisors with better information to protect their plan. Genivity was founded in 2018 and is based in Chicago, Illinois.

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Buyer(S) 1

Buyer

Lumiant

Haymarket, Australia
Category Company
Founded 2020
Sector Internet Software and Services
DESCRIPTION

Lumiant is an advice and client engagement platform where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process by creating a memorable, measurable, and repeatable process that anyone can deliver. Lumiant was founded in 2020 and is based in Haymarket, Australia.

DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: Australia M&A 1 of 1
Year: 2023 M&A 1 of 1
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